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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

Sage 50 simplifies your business life. Spend less time on administrative tasks, worrying about your finances or compliance. Our solution allows you to use fewer products. Secure remote access to company data, analytics and business contacts, customer records as well as critical documents and key tasks allows you to work how you choose, when you wish. Microsoft 365 integration gives you access to essential apps like MileIQ, One Drive and SharePoint, Teams, CRM and Sage 50 financials from any device and any location. This includes Microsoft Office basics like Outlook, Word and Excel. Outlook Connector saves you time and helps organize your business. It automatically syncs Microsoft Outlook contacts with Sage50 contacts. Access customer information such as credit limits, contact information and order history quickly and easily. Sage Intelligence powered Microsoft Excel and Power BI provides meaningful insights into business data.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

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ChimpKey
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FMIS Asset Management
Flowlens
MISys Manufacturing
PayClock
PaymentCloud
REALTRAC
Sagenext
SutiExpense
TimeClock Plus
Traqspera
Wellspring for IP Management
Xapsys CRM
Xinix
upSWOT

Integrations

Blossom Educational
ChimpKey
Codeless Platforms BPA Platform
Datameer
EBizCharge
FMIS Asset Management
Flowlens
MISys Manufacturing
PayClock
PaymentCloud
REALTRAC
Sagenext
SutiExpense
TimeClock Plus
Traqspera
Wellspring for IP Management
Xapsys CRM
Xinix
upSWOT

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$607/year/user
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

ProNavigator

Founded

2016

Country

Canada

Website

pronavigator.ai/

Vendor Details

Company Name

Sage

Founded

1981

Country

United Kingdom

Website

www.sage.com/en-us/products/sage-50/

Product 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

Product Features

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

Billing and Invoicing

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

Bookkeeping

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Cash Management
Collections
Expense Tracking
Fixed Asset Management
General Ledger
Payroll
Revenue Recognition
Spend Management
Tax Management

Alternatives

Alternatives

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