必要な条件
HubSpotエディション 全てのHubSpotエディションに対応 もっと詳しく HubSpotアカウント権限 - 必要なアカウント権限を表示
Signal Syncの契約内容 - プラン：Agency Engine、またはBenefit Books Unlimited、またはCompliance Unlimited、またはAnalytics & Commission Unlimited
概要
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.
機能
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.
アプリ機能
共有されるデータ
 Clients | ||
Clients | ||
Prospects or Clients | ||
Prospects or Clients |
確認
最初のレビューを書きましょう
価格
Agency Engine
$74.92
／月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
Agency Engine
$74.92
／月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
* こちらの価格は参考表示価格です。どの価格にも税、インセンティブ、値引など、価格に関する変動要素は含まれていません。価格に関する正確な最新情報については、この提供元パートナーまでお問い合わせください。HubSpotは、パートナー各社が提供する価格情報について一切の責任を負わないものとします。価格の最終更新：2021/06/28
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