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features
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support

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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

Enhance your understanding of your data by mastering the features of Sage Intelligence alongside Microsoft Excel. Sage Intelligence serves as a straightforward and adaptable reporting tool that provides significant insights into your business data wherever you are. Accessible both in the cloud and on-premise for Sage Accounting, Business Management, and payroll solutions, this tool grants you instant access to a variety of pre-built reports and dashboards, enabling you to gather immediate insights without departing from your Sage environment. You can swiftly view and examine data through an extensive collection of robust reports and dashboards. Take charge of your business analytics by customizing financial reports to meet your requirements. Furthermore, gain a comprehensive overview of your business while having the capability to delve into specific details, equipping you with the insights necessary for informed decision-making and strategic planning. This comprehensive approach ensures that you have all the necessary tools to analyze, adapt, and act upon your business data effectively.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Google Sheets No 
Microsoft Excel No 
Monk No 
Sage 100 No 
Sage 300 No 
Sage 50 No 
Sage Accounting No 
Sage Payroll No 
Sage X3 No 

Integrations

Google Sheets Yes 
Microsoft Excel Yes 
Monk Yes 
Sage 100 Yes 
Sage 300 Yes 
Sage 50 Yes 
Sage Accounting Yes 
Sage Payroll Yes 
Sage X3 Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
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 Yes 
On-Premises Yes 
iPhone App No 
iPad App No 
Android App No 
Windows No 
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 No 

Vendor Details

Company Name

ProNavigator

Founded

2016

Country

Canada

Website

pronavigator.ai/

Vendor Details

Company Name

Sage

Founded

1981

Country

United Kingdom

Website

www.sageintelligence.com

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

Business Intelligence

Ad Hoc Reports No 
Benchmarking No 
Budgeting & Forecasting No 
Dashboard No 
Data Analysis No 
Key Performance Indicators No 
Natural Language Generation (NLG) No 
Performance Metrics No 
Predictive Analytics No 
Profitability Analysis No 
Strategic Planning No 
Trend / Problem Indicators No 
Visual Analytics No 

Alternatives

Alternatives