# ProNavigator Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Is ProNavigator the right Knowledge Management solution for you? Explore 18 verified user reviews from people in industries like yours to make a confident choice.

Source: https://www.capterra.com/p/233439/Sage/reviews

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ProNavigator

4.7 (18)

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Last updated March 13th, 2026

# Reviews of ProNavigator

Ease of use

4.7

Customer Service

4.7

## Showing most helpful reviews

Showing 1-18 of 18 Reviews

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Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

Stacy-Ann B.  
Student(Former Accounts Clerk)  
Education Management  
Used the software for: Less than 6 months

### "Useful application"

January 11, 2022

4.0

Sage has been a very useful application that has increased efficiency and productivity. The application is very efficient and the customer support team is very responsive and helpful. Moreover, the application continues to evolve and upgrade so that users can have the best possible experience with this software, and they can execute their tasks more efficiently.

Pros

The application is user friendly and very useful. If any issues are experienced with Sage, the customer support team is very responsive and helpful. Consequently, business operations will not be negatively affected for a long period of time since customer support is fast and reliable. Moreover, with this application, knowledge management is good since you can quickly search for the information that you need on one system.

Cons

Sage may be a bit difficult to navigate if users are not familiar with the software. Therefore, training may be needed, which can be time-consuming.

Review Source

CH

Cole H.  
Director of New Initiatives National Standards  
Insurance  
Used the software for: 2+ years

### "Acera - Vancouver Island Experience "

September 3, 2024

5.0

Excellent, the Team at ProNavigator have been awesome to work with.

Pros

They listen to feedback from their broker partners which has created a platform that is creates workflow efficiencies and easy to navigate.

Cons

I do not have any cons to report.

Review Source

MB

Mayda B.  
Project Manager  
Warehousing  
Used the software for: I used a free trial

### "PronNavigator"

July 1, 2022

3.0

that is all in one . and it helps do your job faster

Pros

how quick the information can be access

Cons

was hard to find the information needed at the beginning but once you get familiar with it becomes easy

Review Source

SG

Susan G.  
Director, Digital Operations  
Insurance  
Used the software for: 2+ years

### "Drives efficiency and empowers our teams"

September 21, 2021

5.0

Overall experience has been great. Being an early adopter of the program, it has been good to see the amount of resource and investment into continually iterating and improving on the product. The support on standing up a broker instance is phenominal, particularly now moving to multi-jurisdiction teams.

Pros

Adding Sage to our broker facing tech stack gives our teams an added advantage of being agile in responding to our customers. Whether a seasoned broker or someone new to our industry, Sage brings value to our teams which in turn provides value to our customers.

Cons

We wanted to implement Sage across multiple teams over many jursidictions and had hoped we could replace other internal sites. With the latest innovation by ProNavigator, Sage will be the single source of truth not only for insurance product knowledge but to keep our team up to date on correspondence from all our carrier partners. One stop login to a site that will literally be the "go to" for information throughout the work day.

Reason for choosing ProNavigator

We have used multiple shared sites / information repository programs in the past but none that were built specifically for the insurance industry. This is a very unique product.

Review Source

NL

Nicole L.  
Customer Success Manager  
Insurance  
Used the software for: 2+ years

### "ProNavigator/Sage "

September 28, 2021

5.0

They are continually improving this product for the good of everyone. Being open and willing to adapt to our team's requests, suggestions and feedback on what will help us has been a constant with the team at ProNavigator. The collaboration works excellent, and we meet with them regularly to ensure that we use this tool to the best ability. They are making us more efficient. Technology constantly changes, and Sage moves along with these changes.

Pros

As our industry is constantly changing and the broker side is seeing increased workloads from company partners, this tool allows us to store everything in one place. Brokers, we must have up-to-date info to educate clients and provide them with options. This tool is helping to bridge the gaps, saving our teams time by having the information in one place and keeping phone calls into the company queues to a minimum. Constant improvements are delivered.

Cons

Initially, like any good tech tool, you have to put in the time to get the results you are aiming to achieve. Having to spend the time to send over all of the documents takes time during our busy days. Our goal with this product all along has been a one-stop shop for all of our Personal Lines products. Ease of use for our teams. One big con is not having all insurance companies understand that this is the tool we need to be professional leaders to sell their products by having their latest updates at our fingertips.

Review Source

DB

Dirk B.  
COO  
Insurance  
Used the software for: 1-2 years

### "Big fan of Sage!"

October 8, 2021

5.0

The program is very helpful for our brokers and is accessed on a daily basis. The program has evolved a great deal over the year that we have been working with it. Pro Navigator staff are friendly and constantly in contact looking for more ways to improve.

Pros

Sage is a great time savings program for our brokerage. Having all of our product manuals in one place is very useful and the AI generally makes finding information fairly easy. Pro Navigator is continually pushing out improvements on the program constantly!

Cons

Searching in the past was question driven and sometimes tough to find the right answers which was a struggle with onboarding, but they have moved to a key word approach which will make the process much easier. I would also like to see some more non manual options in the system such as a pro rata calculator and info on special limits.

Reason for choosing ProNavigator

I don't really think there is another option in the marketplace

Review Source

YP

Yelena P.  
Agent  
Insurance  
Used the software for: 1-2 years

### "Great easy to use software "

August 5, 2022

5.0

Easy to use and user friendly

Pros

This a great software to use if your are a small to mid-size business with no IT support. Easy to use and install and very user friendly.

Cons

Nothing this software is great, easy to use

Review Source

RN

Roseanne N.  
Personal Lines Manager  
Insurance  
Used the software for: 1-2 years

### "Great tool for staff to have information at their finger tips! "

August 31, 2021

4.0

Pros

The ability to have multiple carrier manuals in one place for our staff to find information a lot quicker.

Cons

It would be great to have the ability to have the company forms available and be fillable instead of having to print the form to fill in and then scan back to staff.

Review Source

Joshua R.  
Personal Lines Service Broker  
Insurance  
Used the software for: 6-12 months

### "Ask Sage is a Life Saver! "

December 9, 2021

5.0

One word… amazing!!

Pros

Helps me find all insurance questions I have for what I need to do to help my clients

Cons

Nothing. Sage is amazing and I wish I had this when I first started.

Review Source

DS

Danielle S.  
TSR Team Leader  
Insurance  
Used the software for: 6-12 months

### "sage is awesome!"

December 9, 2021

5.0

Love it! so much easier than going into each individual portal to get information

Pros

How quickly i can access all underwriting manuals

Cons

its hard to figure out proper way to format questions

Review Source

IM

Ismail M.  
Stores incharge  
Automotive  
Used the software for: 6-12 months

### "Best software ever"

April 25, 2022

5.0

Pros

Sage is very easy to implement even affordable by middle size companies .

Cons

Sage needs to be upgraded to be used on real time.

Review Source

LK

Lisa K.  
Independent Consultant  
Financial Services  
Used the software for: 1-2 years

### "Great product "

August 13, 2021

5.0

The main challenge a Broker has is trying to wade through the information. Sage does a great job of addressing that. The people are supportive and are always looking to elicit feedback on ways to improve the product.

Pros

Locating information has never been easier. One of the greatest challenges faced today is the overwhelming amounts of information that we have available. Ask Sage is a valuable resource that can help you find the exact information you need. It is taken to the next level when you can select multiple Insurers

Cons

The more the product can be integrated the better. Being able to access it while doing a quote or being on the Company portal would be fantastic!

Review Source

JS

Jordan S.  
Director of Insurance Operations  
Insurance  
Used the software for: 6-12 months

### "A very important tool for all insurance brokers "

December 9, 2021

5.0

We have seen a significant boost in productivity and improved quality of work when it comes to underwriting

Pros

The software is extremely easy to use and reduces the time it takes for me to find out insurance information. Rather than searching a million different manuals I take 1 minute to search on Sage and I get my answer every time.

Cons

I cannot think of anything negative to say. The team at Sage has been amazing to work with and all our staff love working with Sage.

Review Source

JCM

Jem Carlo M.  
IT Manager  
Banking  
Used the software for: Less than 6 months

### "Review for ProNavigator"

July 24, 2023

4.0

Pros

It is very innovative to which helps our loaning operations. Accessing the data is easy and allows us to be more efficient towards our tasks and operations.

Cons

So far, I don't see any flaws or disadvantages of the system. It is an user-friendly interface.

Review Source

SL

Sandi L.  
Customer Service  
Insurance  
Used the software for: Less than 6 months

### "SAGE is an amazing resource ! "

December 13, 2021

5.0

I tell my coworkers how amazing Sage is. Eliminates having to go into separate Portals when looking to Underwriting, forms, workflows. Saves so much time & gives the most up to date information

Pros

So easy to use & make part of your everyday work flow

Cons

I have not encountered anything yet. So far been a great experience !

Review Source

DM

Danielle M.  
Account Manager  
Insurance  
Used the software for: 6-12 months

### "Review of Sage"

October 14, 2021

5.0

Pros

Typing in key words and it bringing up all the carriers who have something about it.

Cons

Would be nice if the system pulled the current updates from the carriers directly

Review Source

PK

Patty K.  
Account Manager  
Insurance  
Used the software for: Less than 6 months

### "Sage Usage"

October 14, 2021

5.0

It makes providing information to our insured much quicker.

Pros

Ease of use, one place to search for information

Cons

The Sage system really needs a print function.

Review Source

JJ

Janaye J.  
Account Manager  
Insurance  
Used the software for: Less than 6 months

### "Very Helpful"

October 13, 2021

5.0

Pros

I love that you can search for what you need and everything comes up exactly as you want. Everything can be found in one system.

Cons

Takes a little practice to get used to. Once you get familiar with the system then it is much easier.

Review Source

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