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Signal Sync

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App

Signal Sync

Simply Connected

Gemaakt door
Signal Sync
Installaties
<10 installaties
Meld je aan om te installerenVereist Signal Sync-abonnement

Vereisten

HubSpot-abonnement
    Werkt met alle HubSpot-abonnementen
Meer informatie
HubSpot-accountmachtigingen
Bekijk de vereiste accountmachtigingen
Signal Sync-abonnement
Agency Engine, Benefit Books Unlimited, Compliance Unlimited of Analytics & Commission Unlimited plannen

Overzicht

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.

Functies

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-functionaliteit

Gedeelde gegevens
Gegevensbron
Richting van synchronisatie
In HubSpot
In HubSpot

Clients

Bedrijven

Bedrijven

Clients

Bedrijfseigenschappen

Bedrijfseigenschappen

Prospects or Clients

Contactpersonen

Contactpersonen

Prospects or Clients

Eigenschappen contactpersoon

Eigenschappen contactpersoon

Meer informatie over gedeelde gegevens

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

Reviews

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Deze app vereist een van de volgende Signal Sync-abonnementen.

Agency Engine

US$ 74,92

/maand

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

US$ 74,92

/maand

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

* De hier vermelde prijzen dienen alleen ter illustratie. Alle prijzen zijn exclusief belasting, bonussen, kortingen of andere prijsvariabelen. Neem contact op met de partner voor de meest recente en correcte prijsinformatie. HubSpot erkent geen verantwoordelijkheid voor deze prijsinformatie, die wordt verstrekt door onze partners. Prijzen laatst bijgewerkt: 28-06-2021

Meer info

Gemaakt door
Signal Sync
Installaties
<10 installaties
Categorieën
Talen waarin deze app beschikbaar is
Engels

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