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What is ProNavigator Sage?

In the realm of insurance, having access to pertinent information is vital for achieving success, yet the challenge arises when that information is dispersed across multiple platforms and drives, leading to a time-consuming retrieval process. With constant updates and bulletins being released, it can quickly become overwhelming to stay on top of everything. Sage’s centralized announcement center addresses this issue by enabling your team to receive real-time updates on changes, streamlining the information-gathering process. If your team is accustomed to using Google, they will find Sage equally intuitive and accessible. Logging into the platform is a breeze; all that is needed is a browser login without the hassle of software installations, IT configurations, or extensive training. Moreover, Sage offers insightful analytics that track user inquiries and their frequency, shedding light on training needs and information gaps within your organization, while also uncovering potential new markets and products. The efficient quick filters help narrow down search results, info cards summarize essential highlights, and a date stamp ensures that you know how recent the information is. In addition, accessing the complete source document is just a click away, guaranteeing that your team has the latest resources at their fingertips. This seamless integration of information not only boosts productivity but also empowers your team to make prompt, informed decisions in an ever-changing environment. Ultimately, by leveraging such tools, organizations can significantly enhance their operational efficiency and responsiveness to market demands.

What is Equisoft/centralize?

The insurance agency management system we offer integrates various feeds from carriers, medical prerequisites, clients, policies, and other compliance and contracting systems into a single, cohesive platform. Equisoft/centralize stands out as a unified management solution that enhances collaboration among all stakeholders involved in commission distribution and management. Designed by industry experts, the software includes pre-built business processes that are tailored to streamline your operations. Essential reports, such as those detailing policies sold and commission forecasts, deliver valuable insights into your agency's overall performance. Furthermore, Equisoft/centralize facilitates lead monitoring and significantly boosts advisor productivity through efficient tracking mechanisms. The system efficiently handles complex hierarchies necessary for processing payouts and skillfully highlights discrepancies between expected and actual compensation. It supports various commission structures and customized compensation types, ensuring that all data feeds from insurance carriers and medical requirement companies are fully integrated. This comprehensive strategy not only enhances operational efficiency but also strengthens relationships among all participants in the insurance ecosystem, ultimately leading to improved business outcomes. By fostering a collaborative environment, the system helps agencies adapt quickly to market changes and enhance their service offerings.

Media

Media

Integrations Supported

Equisoft/illustrate
Equisoft/manage

Integrations Supported

Equisoft/illustrate
Equisoft/manage

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

ProNavigator

Date Founded

2016

Company Location

Canada

Company Website

pronavigator.ai/

Company Facts

Organization Name

Equisoft

Date Founded

1994

Company Location

Canada

Company Website

equisoft.com

Categories and Features

Insurance Agency

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

Knowledge Management

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

Categories and Features

Insurance Agency

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

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