ProNavigator Sage

ProNavigator Sage

ProNavigator
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About

Our insurance agency management system offers a powerful way to connect carriers' feeds, medical requirements, clients, policies, and other contracting and compliance systems to a single platform. Equisoft/centralize is an insurance agency management system connecting all stakeholders for streamlined insurance distribution and commission management. Our insurance agency management software powers your business with out of the box business processes built by industry insiders. Policies sold and commission projections are just a few of the key reports that track operations. Equisoft/centralize makes it easy to track leads, and highlight advisor sales productivity. Easily handle complex hierarchy structures to process payouts. Clearly identifies discrepancies between expected & received compensation. Support all commission structures, and custom compensation types. Full integration of all available insurance carrier and medical requirement company data feeds.

About

Information powers your insurance business. But when that information is buried deep inside many different portals and drives, finding what you need can be painfully slow. Bulletins and updates can be a daily affair. With Sage’s central announcement center, you’ve got an easy way to keep your team current with changes as they happen. If your team can use Google, your team can use Sage—it’s that easy. Log in through a browser and things are ready to go. No software installs, IT infrastructure, or steep learning curves are required. Sage’s analytics tell you what users are asking and how often they ask. Use this data to understand information and training gaps in your business, as well as to identify new product and market opportunities. Quick filters help narrow results, info cards display the highlights, and a date stamp shows you how current it is. The full source document is only ever a click away.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Life insurance agencies

Audience

Knowledge Management system for insurance teams

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Equisoft
Founded: 1994
Canada
equisoft.com

Company Information

ProNavigator
Founded: 2016
Canada
pronavigator.ai/

Alternatives

Alternatives

IMPACT Insure

IMPACT Insure

RiskFree
AgencyBloc AMS+

AgencyBloc AMS+

AgencyBloc
Eclipse

Eclipse

North American Software Associates

Categories

Categories

Insurance Agency Features

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

Insurance Agency Features

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

Knowledge Management Features

Artificial Intelligence (AI)
Cataloging / Categorization
Collaboration
Content Management
Decision Tree
Discussion Boards
Full Text Search
Knowledge Base Management
Self Service Portal

Integrations

Equisoft/illustrate
Equisoft/manage

Integrations

Equisoft/illustrate
Equisoft/manage
Claim Equisoft/centralize and update features and information
Claim Equisoft/centralize and update features and information
Claim ProNavigator Sage and update features and information
Claim ProNavigator Sage and update features and information