How insurance agents & brokers use Sage to boost productivity, team satisfaction & client experience

Petley-Hare Limited
“One of the most important things we measure is how the team is feeling. If the team’s feeling great, then the customer's going to feel great—it flows down. So having products like Sage that work for you instead of against you, can make a mood and a conversation and an end result all come together.”
Nicole Lawrie, Service & Support Manager, Petley-Hare Limited
Nicole Lawrie
Service & Support Manager
Save hours—every day

Save hours—every day

The average insurance agent spends an hour or more each day on the hunt for information, whether digging through documents or on the phone with underwriters. Sage cuts that search time to minutes, giving your team a massive productivity boost.

Reduce frustration

Manually searching PDFs—it’s enough to make you scream. Will you ever find what you need? How long will it take? With Sage, putting your hands on the exact information you need is a breeze.
Reduce frustration
Improve the customer experience

Improve the customer experience

In the hyperconnected, on-demand world we live in, customers are used to getting things immediately. Sage helps you deliver on those expectations by putting all the information you need to answer customer questions at your fingertips. Fast answers equals happier customers.
Cornerstone Insurance Logo
“The more info we have readily available, the more likely front line staff are to place business instead of digging in multiple manuals.”
Brock Longworth, COO, Cornerstone Insurance
Brock Longworth
COO
Place more business

Place more business

When your agents are no longer tied up on information hunts, they’re able to focus their time on the work that matters—the conversations that build relationships and seal the deal. Imagine how much more your team could achieve with hours back in their week!

Attract & retain high performers

Outdated technology and tedious information searches aren’t part of a great career experience in insurance. With Sage, you can appeal to the new generation of driven performers by clearing away frustration and inefficiency to help them focus on the meaningful parts of their work.
Attract & retain high performers
Quickly train new staff

Quickly train new staff

Getting new team members up to speed can be daunting when information is scattered and hard to access. Sage gives you a single go-to system where everyone can quickly find what they need, anytime they need it.
Advocate Insurance Group Logo
“Having Sage helps us attract, engage, train, and retain top talent.”
Scott-Heaman-Advocate
Scott Heaman
President

See how Sage knowledge management can help you save staff time & place more business.