The information your insurance team needs at their fingertips

SAGE KNOWLEDGE MANAGEMENT SYSTEM

The information your insurance team needs at their fingertips

Information powers your insurance business. But when that information is buried deep inside many different portals and drives, finding what you need can be painfully slow.

Sage puts the information you need at your fingertips - screenshot

Sage puts the information you need at your fingertips. Welcome to knowledge management for the on-demand era.

Manage everything in one place

Manage everything in one place

All your underwriting manuals, policy wordings, job aids, process manuals, bulletins, and forms come together in one spot for your staff and agent network to access. No more juggling logins to multiple portals or hopping from folder to folder on a wild goose chase. Your teams get a single source of truth, your team leads get one easy place to manage everything.

Go deep with AI-powered search

CTRL-F keyword searches aren’t enough. Our AI goes deep on content to surface exactly what you want, no matter where it lives. And Sage speaks the language of insurance, from the acronyms and custom coverage names all the way to the intent behind your words. Our AI has been trained on hundreds of thousands of insurance searches to understand what you need, and it gets smarter every day.
Go deep with AI-powered search screenshot
Get fast, accurate results

Get fast, accurate results

Quick filters help narrow results, info cards display the highlights, and a date stamp shows you how current it is. The full source document is only ever a click away.

See how Sage knowledge management can help your team members cut hours from their workloads each week.

Drayden Insurance Ltd Logo
“Insurance is constant, constant change. As a broker, we live in an age where you can't know it all—but you have to know where to find it. That’s what Sage brings to the table: One common place our team can go to quickly find what they need.”
Catherine Cake, VP Insurance Operations
Catherine Cake
VP Insurance Operations, Drayden Insurance Ltd.

For Managers

Keep your team in the loop

Keep your team in the loop

Bulletins and updates can be a daily affair. With Sage’s central announcement center, you’ve got an easy way to keep your team current with changes as they happen.

Ramp up quickly - login screenshot

Ramp up quickly

If your team can use Google, your team can use Sage—it’s that easy. Log in through a browser and things are ready to go. No software installs, IT infrastructure, or steep learning curves required.

Optimize your business with trend data

Optimize your business with trend data

Sage’s analytics tell you what users are asking and how often they ask. Use this data to understand information and training gaps in your business, as well as to identify new product and market opportunities.

Petley-Hare Limited
“The complaint I was hearing frequently from staff was there were so many places to dig. It’s really frustrating, when you have that client already in a heightened mood, that you can’t find information quickly and efficiently. With Sage, our team now has just one spot to go. It’s a win for the whole experience.”
Nicole Lawrie, Service & Support Manager, Petley-Hare Limited
Nicole Lawrie
Service & Support Manager, Petley Hare Limited Insurance Brokers