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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

In the insurance industry, knowledge is essential for success, yet when crucial information is scattered across various platforms and drives, retrieving it can become a frustratingly slow process. With updates and bulletins frequently issued, staying informed can feel overwhelming. However, Sage’s centralized announcement center simplifies this task, allowing your team to remain updated on changes in real-time. If your team is familiar with Google, they'll find Sage just as user-friendly. Accessing the platform is straightforward—simply log in via a browser without the need for software installations, IT setups, or extensive training. Additionally, Sage provides valuable analytics that reveal user inquiries and their frequency, offering insights into both information and training deficiencies within your organization, as well as highlighting potential new product and market avenues. The intuitive quick filters refine search results, info cards present key highlights, and a date stamp indicates the recency of the information. Furthermore, the complete source document is easily accessible with just a single click, ensuring that you're always equipped with the most up-to-date resources. This seamless integration of information not only enhances productivity but also empowers your team to make informed decisions swiftly.

Description

Softology's Document Management system is designed to effortlessly integrate with your current systems and legacy applications, including Sage, Sun Accounts, Qube, Yardi, MS Office, Lotus Notes, CRM platforms, as well as property management and accounting software, allowing for a quick and hassle-free installation that maximizes your existing investments. In line with the British Standard document BSI BIP0008, which addresses the 'Legal Admissibility and Evidential Weight of Information Stored Electronically', our software ensures that it can be utilized in scenarios where documents serve as the definitive legal version. This comprehensive functionality translates into a rapid return on investment for any organization that relies heavily on documents and their contents. Softology's Document Management stands out as a versatile enterprise-wide solution, adaptable for use across various departments, while its modular design allows you to pay solely for the features you require. Additionally, this flexibility empowers your business to tailor the system precisely to its operational needs, enhancing overall efficiency and productivity.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$7500 one-time payment
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Vendor Details

Company Name

ProNavigator

Founded

2016

Country

Canada

Website

pronavigator.ai/

Vendor Details

Company Name

Softology

Website

www.softology.co.uk/docman.html

Product Features

Insurance Agency Management

Claims Management No 
Commission Management No 
Contact Management No 
Document Management Yes 
Insurance Rating No 
Life & Health No 
Policy Management No 
Property & Casualty Yes 
Quote Management No 

Knowledge Management

Artificial Intelligence (AI) No 
Cataloging / Categorization No 
Collaboration No 
Content Management No 
Decision Tree No 
Discussion Boards No 
Full Text Search No 
Knowledge Base Management Yes 
Self Service Portal Yes 

Product Features

Document Management

Access Controls No 
Archiving & Retention Yes 
Collaboration Tools Yes 
Compliance Tracking Yes 
Document Archiving Yes 
Document Assembly Yes 
Document Capture No 
Document Conversion Yes 
Document Delivery No 
Document Indexing Yes 
Document Retention Yes 
Electronic Signature No 
Email Management Yes 
File Recovery Yes 
File Type Conversion Yes 
Forms Management No 
Full Text Search Yes 
Offline Access Yes 
Optical Character Recognition Yes 
Print Management Yes 
Version Control No 

Alternatives

Alternatives