Requisitos
Plano da HubSpot Funciona com todos os planos da HubSpot Saiba mais Permissões da conta da HubSpot - Ver permissões de conta necessárias
Assinatura Signal Sync - Agency Engine, Benefit Books Unlimited, Compliance Unlimited ou Analytics & Commission Unlimited planos
Visão geral
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.
Recursos
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.
Funcionalidade do aplicativo
Dados compartilhados
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Avaliações
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Agency Engine
US$ 74,92
/mêsFor 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
US$ 74,92
/mêsFor 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
* O preço aqui é apenas para fins de exibição. Todos os preços não incluem impostos, incentivos, descontos ou outras variáveis de preços. Você deve entrar em contato com o parceiro para obter informações mais atualizadas e precisas. A HubSpot não se responsabiliza por essas informações de preços, que são fornecidas pelos nossos parceiros. Preços atualizados pela última vez: 28/06/2021
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