Exigences
Abonnement HubSpot Compatible avec tous les abonnements HubSpot En savoir plus Autorisations de compte HubSpot - Afficher les autorisations de compte requises
Abonnement à Signal Sync - Abonnements : Agency Engine, Benefit Books Unlimited, Compliance Unlimited ou Analytics & Commission Unlimited
Vue d'ensemble
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.
Fonctionnalités
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.
Fonctionnalité de l'application
Données partagées
Clients | ||
Clients | ||
Prospects or Clients | ||
Prospects or Clients |
Avis
Écrivez le tout premier avis
Tarification
Agency Engine
74,92 $US
/moisFor 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 $US
/moisFor 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
* Les prix mentionnés ici sont uniquement présentés à titre indicatif. Tous les prix n'incluent pas les taxes, les offres spéciales, les réductions ni les autres facteurs pouvant affecter les tarifs. Vous devez contacter le partenaire pour obtenir les tarifs les plus récents. HubSpot n'assume aucune responsabilité pour les informations de tarification fournies par ses partenaires. Dernière mise à jour des prix : 28/06/2021
Informations supplémentaires
Créé par - Signal Sync
Installation - <10 installations
Catégories Langues dans lesquelles cette application est disponible Anglais
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