How insurance carriers & MGAs use Sage to save staff time & place more business

How insurance carriers & MGAs use Sage to save staff time & place more business
SGI Canada Logo
“Sage helps us strengthen our relationship with brokers. The convenience of having information in one centralized location equipped with a powerful search function and user-friendly interface ensures our broker partners can find exactly what they need, when they want it.”
Pattie Gibson, Sr. Director of Business Relationship Management
Pattie Gibson
Sr. Director of Business Relationship Management
Reduce operating costs

Reduce operating costs

Agents calling in with questions can chew up significant amounts of your staff’s time. With Sage, your agents are better able to find those answers themselves. Our clients can reduce the number of inbound calls to underwriters by upwards of 15%. What’s more, when your own staff need information, they’re also able to find it instantly, boosting internal productivity too.

Increase underwriter capacity

When your underwriters are no longer tied up on the phone answering basic questions, they’re able to focus their time on the conversations that matter—the ones that require their expertise and will move the needle on new business.

Increase underwriter capacity
Enjoy better qualified submissions

Enjoy better qualified submissions

When agents and brokers can quickly find what they need in your policy wordings, they can better qualify new business on their own. That means your staff spends less time on business that’s not a fit—and more time on business that is.

Wawanesa Insurance Logo
“Applying human-centric innovation to the channel is critical to our 100% broker-based distribution strategy. By retrieving accurate answers instantly, Sage frees up broker time to better service customers and build long-lasting, mutually rewarding relationships.”
David Arbuthnot, Director of Innovation Outpost
David Arbuthnot
Director of Innovation Outpost
Ensure everyone’s working from current information

Ensure everyone’s working from current information

Your information is constantly being updated—but communicating those changes can be a challenge. With Sage, you’ve got one spot where you can push updates and be confident your staff and partners won’t miss them switching from portal to portal. Sage’s document version history ensures agents always know what’s current.

Stay top of mind with your partner network

Agents work with many, many different carriers. So how can you make sure you’re always at the head of the pack for consideration on new business? By making sure your information is continually up to date and at your agents’ fingertips. With Sage, if your product is a match for an agent’s search, it’s immediately pulled up and made accessible.

Stay top of mind with your partner network
Spot market trends

Spot market trends

As a Sage carrier or MGA partner, you gain access to analytics both within your network and across our anonymized client base. You’ll see what questions are being asked and how often, pointing you to potential new product and market opportunities.

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