asked questions about Contact Sage Pro™
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following is a list of pre-sale questions and answers. Many of
the questions you might have about our software are probably asked
and answered in this list.
put together this FAQ from user questions that we most often receive.
If you have any additional questions after reading the answers,
please feel free to send us an e-mail or call us.
Why does your system cost so much less than your competitors?
“Contact Sage Pro is a bargain.”
Joel P. Bruckenstein (Morningstar: 05-02-03)
that our system is a bargain given its functionality and quality.
Our goal is to always keep the price at a level that is affordable
and attractive for the average advisor and agent. Further, our
commitment to our users is that their annual support price will
always remain at the level that it was at when they purchased
our system, as long they maintain the annual support payments.
they learn the price for our system, many of our callers have
the same reaction: "that's all". This is because they
initially believe that system price directly reflects on the system's
quality and usefulness, and therefore, they expect our system
to be much more expensive. For some systems, the price does reflect
directly on the system's quality and usefullness. For our system,
the low price reflects the philosophy of our design and marketing.
We designed our system to be affordable for all advisors and agents
because we believe that all advisors and agents should use an
independent contact management system. From our experience in
talking with advisors and agents, we came to the realization that
the majority do not use a system at all, because of complexity,
cost, time commitment, or simply the feeling that a system can’t
help them. We had to price our system at a point that would convince
the average advisor or agent who knew they needed a system, but
couldn't justify spending twice the price or more on it, to purchase
our system. Additionally, we wanted to give the advisor or agent
who already used a system they didn't like an alternative when
it came time to pay the annual support for the system they were
using. In most cases, the cost for our system is equal to or
less than the annual support cost for the competition.
people that are still skeptical, we offer fully functional trial
versions of our systems for you to try and evaluate before you
purchase. As an aside, our trial versions come prefilled with
800 contacts and their notes, remarks, policies, investments,
and appointments to let you really try our systems. Some of our
competitors will only give you a PowerPoint demonstration of their
system, or they will send you an empty trial version. Other competitors
will offer to sell you the program and give you a 30-day money
back guarantee. They are all hoping that once you purchase and/or
start entering your data into their empty system, you'll choose
to keep the system, as long as you don’t hate it, because you
have invested a large amount of time entering data and learning
their system. We don’t want you to settle on a system because
it is just all right. We don't play those games. We want you to
enjoy using our system and to eventually make our system an integral
part of your business. In addition, we also offer a 30-day
Money Back Guarantee if you purchase our system.
Can I use your system over a network and can it handle
designed our system to be useful whether you are just starting
out, you already have an assistant, or you are part of an agent
team that wants to share client data. Our system is networkable
out of the box; in fact, we charge the same price if our system
is used by a single person on 1 computer, a single person on 2
computers (used on a work and home computer), or if it is shared
between 2 people over a network (an agent and an assistant, or
two agents). (If more than 2 persons will be using the system
over a network, we have special network pricing available.) Our
system can also handle an unlimited number of users/agents/producers
out of the box.
agency setups where each agent will have their own system, we
designed a special central version than can copy contacts from
all of the agent databases into a single database. Many agencies
use this feature to send out mailings to all of the agency's contacts,
or to run reports on all agency business. The central version
can also be used to transfer contacts between agent databases.
We believe this setup for multiple agents is superior to using
1 large database for all of the agents because it makes sure that
data from multiple agents is always physically seperate. It also
lets each system work faster and does not require costly server
My company gives me access to a contact management
system, why should I use another one?
advisors and agents should always use their own contact management
systems, even if their broker-dealer or insurance company provides
a system. You should always an independent system because:
Many systems provided to advisors and agents are difficult to
use and are antiquated. As an example, systems in use by two
of the largest insurance companies don't have fields for e-mails,
although they both use systems designed by some of the largest
developers of contact management systems for insurance agents.
The simple explanation of why this occurs is that the insurance
companies hired the creators of the contact management systems
to create a custom version for them. The system that was delivered
was a version of the regular retail contact management system
being sold at the time. As time passed, the retail version continued
to improve, but the custom version did not change. (Most of the
updates to the custom version were created to keep it working.)
This is a problem because programs generally evolve and improve
over time. The improvements can include the inclusion of new
information for new technology, such as PDA synchronization, or
improvements to make the software easier to learn and use.
Most Broker-dealers and insurance companies treat your clients
and contacts as theirs. If you decide to leave to join a different
company or become independent, who owns your contact data, and
will you be able to transfer that data to a different system?
Can I just use a generic contact management system?
ultimate decision of which system to purchase is always yours.
However, it is usually better to purchase a contact management
system designed specifically for advisors and agents. This is
because advisors and agents need specific fields for their industry,
such as investment and insurance policy information, and contact
financial information. As an example, if you use a generic system,
you can use the notes area to store investment information, but
you will not be able to search by that information. As you enter
more contacts into a system, the ability to group the contacts
by demographic and product data becomes more important for marketing
and client service. Having and searching in specific fields greatly
simplifies grouping your contacts. Beyond the industry-specific
fields, good contact management systems designed for the advisor
and agent also have industry-specific functions such as commission
calculators, premium reports, pending business reports, etc.
short, it doesn't make sense to make a system do something it
wasn't designed to do.
Why did you choose to create a contact management system
for advisors and agents?
chose to create a contact management system for advisors and agents
because we identified a need for a good, complete industry-specific
system at a price that the average advisor or agent can justify
spending. We designed our system with direct knowledge of both
the business and agent's needs because we were Licensed SEC representatives
and Licensed Insurance Agents.
Where do you get your ideas for functions and options?
a large extent, we rely on our users for new features and options.
We always discuss all suggestions for changes or new features
that come from our users and our potential users. Depending on
the usefulness, complexity, and necessity of the suggestion, implemented
changes usually appear from several weeks to several months after
a suggestion. We also continuously evaluate trends in the industry
allowing our system to remain the most useful contact management
system on the market. Our commitment to our users is that our
systems will always have the latest tools to help them manage
Will your system import my current contact data?
system does not have built in import functionality. If a user
needs to transfer their existing data into our system, we provide
custom data conversion at reasonable rates. We have converted
data from a wide variety of systems and files, ranging from simple
text files to elaborate systems that are far more complicated
than our system. In all cases, the user sent us their data and
we converted it. We convert the data because it seems that each
new conversion we do is different. If we built generic data converters
for our system, and even one column is wrong, every contact transferred
would have a bad piece of information. Depending on the number
of contacts converted, fixing the wrong data would be very time-consuming.
We want our users who have their own data they want converted
to start using our system with a correct base of contact information.
This ensures that newly entered data will be correct. Our fees
for data conversion are very reasonable, and are based on the
complexity in the original data. It also doesn't matter whether
we are transferring 200 or 10,000 contacts.
Some of your competitors have been in business for
15 years, while you’ve been in business for 4 years, isn’t it
better to purchase a system from a company that has been in business
are both positive and negative implications of being in business
for longer periods of time.
aspects of a company being in business for a longer period of
time include time to improve the contact management system, time
to build up a significant user base, and time to establish a widespread
following in the industry.
are also negative aspects of being in business for a longer period
of time. The most important is that making new improvements to
the software is difficult and time-consuming because of the many
layers of management and bureaucracy that must be overcome and
the risk of alienating the user base. This is why software from
companies that have been in business for long periods of time
does not change much aesthetically and functionally. As technology
moves ahead and accelerates, this becomes a larger detriment.
Software design has changed greatly over the past 15 years, in
terms of layouts, controls, backgrounds, and ease-of-use.
we are a young company, some callers are concerned that we might
not be around in the future. Our simple answer is that we plan
to be in business for as long as our system is needed.
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Rockville, MD 20852, USA
questions? Contact us at firstname.lastname@example.org
or call (301) 537-4754
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