Frequently asked questions about Contact Sage Pro™

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Q: How will your program help my office?

Contact Sage Pro™ will help your financial advising and/or insurance office by offering greater insight into client and lead management.

Contact Sage Pro™ will centralize all of your client records including their policies and investments making your data easily accessible and portable.

Contact Sage Pro™ will help you cultivate contact relationships through drip marketing campaigns and automatic contact reminders.

Contact Sage Pro™ will organize your client and contact appointments, notes, and remarks. You won't need to spend time looking through paper folders, plus you will always have a contact's information and relationship history at your fingertips.

Contact Sage Pro™ will give you the ability to market to your contact base because you will be able to search for and identify contacts by any piece of contact data including demographics, products, and customizable user fields for contact and product information.

Q: Is your program easy to use?

Contact Sage Pro™ was designed to be easy to learn and use. Our program doesn't have multi-layered menus or complex operating procedures. Each function is given a picture icon for easy reference. Our system is also consistent throughout, every part of the system behaves in the same way. Our users span the spectrum from computer novices to technical experts.  We always try to make our systems simple for the computer novices while including features for the technical experts. Of course, Contact Sage Pro™ also comes with manuals, tutorials, and phone and online support.

"After owning two other contact management programs which were difficult to learn and use, I have now been using Contact Sage Pro for Insurance and Investments for over a year and find the system to be the easiest to learn and use in my practice. I had just about given up on finding a good system until Contact Sage Pro came along. All my data is in one place that is easy to access, update and use on a day-to-day basis. I wish I would have found this system before I spent the money and wasted my time with the other systems." Robert N. - CLU, ChFC, CRC 

Q: I've seen other programs. How is yours different?

“Among Midlevel CRM Peers,
Contact Sage Pro Stands Out”

Joel P. Bruckenstein  (Morningstar: 05-02-03) 

There are many contact management systems geared towards advisors and agents on the market. Generally, the information that most of the systems store is similar.  A system must store names, addresses, telephone numbers, e-mails, birthdates, etc. To track contact activities, a system must also store notes and have a built-in appointment calendar and schedule alarm. Most systems designed for advisors and agents also must store varying amounts of investment and insurance policy specific information, and varying amounts of personal financial information such as income, net worth, etc. Because most of the good systems (not all are good) store similar information, the real differences between them are their ease-of-use and the range and simplicity of their contact management functions such as creating form letters, scheduling appointments, searching for contacts, putting together contact lists, running reports, and basic day-to-day functions to improve contact relationships. 

In our view, these differences are actually more important than the data being stored.  A system that stores all of your information but makes it difficult to access and use that information is not useful. 

We encourage advisors and agents looking for a system to gather as much information about contact management systems as they can. That being said, we recommend that you start using a useful contact management system as soon as possible to benefit from the advantages that it will provide. You should also consider changing to a different system if your current system isn't useful or you find it is too difficult to consistently use; because you are really not using a system at all. A good contact management system will become an integral part of your successful practice; because it will not only put contact information and functionality within easy reach, but it will also help protect you by satisfying compliance requirements.  

To show you the value of our software, we have put together comparison charts that compare Contact Sage Pro to other leading contact management programs used by financial advisors and insurance agents. To view the chart, click here.

Q: What do I need to run Contact Sage Pro™?

Contact Sage Pro™ only runs on Microsoft Windows based machines. Any computer from the last five years can run our program. We provide all the software you need to run our program. Minimally, you should have at least a Pentium II machine with at least Windows 98 and 32MB of RAM.

Q: What kind of support can I get?

We offer email and toll free phone support for any issue relating to our system. We also give you complete access to our user forums where you can find answers to most of your questions. Finally, you also receive video clip demonstrations of all system functions and full manuals and user's guides that explain how to use our program.

Q: I'm ready to buy. What do I need to do?

We've made the buying process easy. You can order Contact Sage Pro™ online from our homepage using a credit card, or if you prefer, you can call our toll-free sales number at (866) 842-7806. After your puchase, you can download Contact Sage Pro™ right from the Internet, and we will also mail you a CD-Rom package free of charge.

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Contact Sage Pro™
Rockville, MD 20852, USA

Have questions? Contact us at or call (301) 537-4754

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