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Signal Sync

Signal Sync-icon
App

Signal Sync

Simply Connected
Bygget av
Signal Sync
Installeringer
<10 installeringer
Logg på for å installereKrever Signal Sync-abonnement

Krav

HubSpot-abonnement
HubSpot-kontotillatelser
Vis nødvendige kontotillatelser
Tilgangstype
Delt
Signal Sync-abonnement
Agency Engine, Benefit Books Unlimited, Compliance Unlimited eller Analytics & Commission Unlimited-abonnementer

Oversikt

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.

Funksjoner

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.

Appfunksjonalitet

Delt data
Datakilde
Synkroniseringsretning
I HubSpot
I HubSpot

Prospects or Clients

Kontakter

Kontakter

Prospects or Clients

Kontaktegenskaper

Kontaktegenskaper

Clients

Selskaper

Selskaper

Clients

Selskapsegenskaper

Selskapsegenskaper

Mer informasjon om delte data

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

Gjennomganger

Vær den første til å skrive en kundegjennomgang

(0 omtaler)

Skriv en gjennomgang
Denne appen krever ett av de følgende Signal Sync-abonnementene.

Agency Engine

14 gratis prøveperiode

USD 74,92

/måned

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

14 gratis prøveperiode

USD 74,92

/måned

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

* Prissettingen her er kun for illustrasjonsformål. Prisene inkluderer ikke avgifter, insentiver, rabatter eller andre prissettingsvariabler. Kontakt partneren for å få oppdatert og riktig prissettingsinformasjon. HubSpot tar ikke ansvar for denne prissettingsinformasjonen, som gis av våre partnere. Prissetting sist oppdatert: 11.08.2025

Mer info

Bygget av
Signal Sync
Installeringer
<10 installeringer
Kategorier
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