
Anforderungen
HubSpot-Produktversion Funktioniert mit allen HubSpot-Produktversionen Mehr erfahren HubSpot-Account-Berechtigungen - Erforderliche Account-Berechtigungen anzeigen
Signal Sync-Abonnement - Produktversionen: Agency Engine, Benefit Books Unlimited, Compliance Unlimited oder Analytics & Commission Unlimited
Übersicht
1/9
Historically, insurance agencies struggle with inefficiencies in running their day-to-day operations because their prospect and client data is in too many places.
Today, their operations can now be in sync.
HubSpot + Signal Sync = Simply Connected.
Funktionen

Our Mission: An agency in sync.
HubSpot + Signal Sync = An agency in Sync. Companies in sync. Contacts in sync. Agency efficiency accomplished.

Simply Connected Data
Company and contact information from HubSpot is easily accessible via Signal Sync dashboards and remains in sync.

Connected Data = Agency Analytics
With your data in sync, this allows the Signal Sync Agency Engine to provide analytics like average revenue by a client, by the carrier, by the payee, missing revenue, and revenue over time.

Connected Data = Efficiency
Connected data now means you can eliminate other third-party solutions and create custom benefit books, ERISA compliance documents, temporary ID cards, + more, in one integrated solution.

Connected Data = Teams in Sync
Historically, sales and service teams have had a hard time keeping themselves in sync. A prospect today becomes a client tomorrow. Now, the data is in sync. Tasks, renewal calendar, policy information, and helpdesk tickets can now keep your teams in sync because your data is now simply connected.
App-Funktionalität
Datenaustausch
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![]() Clients | ||
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Rezensionen
Verfassen Sie jetzt die erste Kundenrezension
Agency Engine
74,92 $
/MonatFor small (2 users included), nimble teams with upgrade features
Insurance Agency Management System
Carrier Library
Contact Management
Document Management
Plan Library
HelpDesk
Task Management
Integrations included
+ Access to addons
Unlimited Benefit Book Builder
Unlimited ERISA Compliance Builder
Agency Analytices + Commissions
Additional Users Access
Agency Engine
74,92 $
/MonatFor small (2 users included), nimble teams with upgrade features
Insurance Agency Management System
Carrier Library
Contact Management
Document Management
Plan Library
HelpDesk
Task Management
Integrations included
+ Access to addons
Unlimited Benefit Book Builder
Unlimited ERISA Compliance Builder
Agency Analytices + Commissions
Additional Users Access
* Die hier angegebenen Preise dienen nur zu Illustrationszwecken. Alle Preise enthalten keine Steuern, Sonderangebote, Rabatte oder sonstigen Preisvarianten. Bitte wenden Sie sich direkt an den Partner, um aktuelle und korrekte Preisinformationen zu erhalten. HubSpot übernimmt keine Verantwortung für Preisinformationen, die von unseren Partnern bereitgestellt werden. Letzte Aktualisierung der Preisinformationen: 28.06.2021
Weitere Infos
Erstellt von - Signal Sync
Installationen - <10 Installationen
Kategorien Sprachen, in denen diese App verfügbar ist Englisch
Neuzugänge


