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Signal Sync

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App

Signal Sync

Simply Connected

Creazione di
Signal Sync
Installazioni
< 10 installazioni
Accedi per l'installazioneRichiede l'abbonamento a Signal Sync

Requisiti

Piano HubSpot
    Funziona con tutti i piani HubSpot
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Autorizzazioni dell'account HubSpot
Visualizza le autorizzazioni dell'account richieste
Abbonamento Signal Sync
Piani Agency Engine, Benefit Books Unlimited, Compliance Unlimited o Analytics & Commission Unlimited

Panoramica

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.

Funzionalità

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.

Funzionalità dell'app

Dati condivisi
Fonte di dati
Direzione della sincronizzazione
In HubSpot
In HubSpot

Clients

Aziende

Aziende

Clients

Proprietà dell'azienda

Proprietà dell'azienda

Prospects or Clients

Contatti

Contatti

Prospects or Clients

Proprietà del contatto

Proprietà del contatto

Maggiori informazioni sui dati condivisi

Contacts and company data will be updated automatically through webhook technology.

Recensioni

Scrivi prima di tutti una recensione sul cliente

(0 recensioni)

Questa app richiede uno dei piani di abbonamento Signal Sync seguenti.

Agency Engine

74,92 USD

/mese

For 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

Additional users are $25/user/month + access to addons like custom Benefit Book creator, ERISA Document, and Commission Modules

Agency Engine

74,92 USD

/mese

For 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

Additional users are $25/user/month + access to addons like custom Benefit Book creator, ERISA Document, and Commission Modules

* I prezzi riportati sono a scopo informativo. I prezzi non includono tasse, incentivi, sconti o altre variabili. Contatta il partner per ricevere il tariffario aggiornato. HubSpot declina qualsiasi responsabilità circa le informazioni di prezzo fornite dai propri partner. Ultimo aggiornamento tariffario: 28/06/2021

Maggiori informazioni

Creazione di
Signal Sync
Installazioni
< 10 installazioni
Categorie
Lingue in cui è disponibile questa app
Inglese

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