Management Software for
Financial Advisors and Insurance Agents
Sage Pro™ is the functions and cost leader in mid-level contact
relationship management (CRM) software designed specifically for
the Financial Advisor and Insurance Agent. Our software was designed
with your needs as a financial product sales professional in mind.
Contact Sage Pro™ is simple, affordable, powerful and flexible.
Sage Pro™ will help your financial advising and/or insurance
office by offering greater insight into client and lead management
through easy centralization of your client records including their
policies and investments, automation of drip marketing campaigns
and programs, organization of client appointments, notes, and
remarks, and the ability to seach and report on any piece of client
data including demographics, products, and customizable user fields
for contact and product information.
Sage Pro™ is the only software you will ever need to manage
your practice or office, because it comes complete with all of
the functionality you need.
our competitors, our software doesn't have modules. Everything
is included with your purchase. Below is a sample list of just
some of the features:
contact and demographic information with multiple
addresses and emails
family member information including birthdates and
unlimited insurance policies and investments
for each contact
investments to policies for variable life/annuity products
and opens unlimited URL and File Links for contacts
in the system (file links let you link tax returns, reports,
letters, etc. and open them from within the system)
80 searchable user defined fields for each contact type
(20 text/20 date/20 number/20 checkbox) (there can be 80 fields
for individuals and 80 different fields for business contact
24 searchable user defined fields for each insurance and
investment type (6 text/6 date/6 number/6 checkbox) (24
fields for stocks and 24 different fields for mutual funds)
pending status choices for policies and investments that let
you search pending business, business in underwriting,
daily activities with today's birthdays, appointments,
and to do list
manual and automatic mass update of investment information
you set up links and relationships between contacts
(lets you link family/coworkers/etc.)
unlimited notes and remarks for each contact
you set up unlimited producers and partition the system
you set up appointments and to do list items
and review them through a monthly calendar interface
appointments and to do items as they come due in pop-up
time spent on clients for fee based professionals with built
expenses and mileage
drip marketing system to set up activity tracks and
put contacts onto tracks (automatically schedule activities)
contacts through any combination of information in
the system (contact/policy/investment/note/remark/appointment/user
creates emails for contacts
fills contact information into Microsoft Word Form Letters
completely customizable contact, commission, and premium
backs up database daily/weekly
- has password
protection and networking out of the box
all system data with your Laptop and PDA (Pocket PC
much, much more!!!
show you the value of our software, we have put together comparison
charts that compare Contact Sage Pro™ to other leading
CRM systems that financial advisors and insurance agents use.
To view the chart, click here.
Sage Pro™ makes you more productive and more efficient, leading
to higher sales and more income.
Rockville, MD 20852, USA
questions? Contact us at firstname.lastname@example.org
or call (301) 537-4754
© 2004 Contact Sage Pro. All rights reserved.