要求
HubSpot 计划 HubSpot 帐户权限 - 查看必要帐户权限
访问类型 共享 Signal Sync 订阅 - Agency Engine、Benefit Books Unlimited、Compliance Unlimited或Analytics & Commission Unlimited 计划
概览
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.
功能
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.
应用程序功能
共享数据
 Prospects or Clients | ||
Prospects or Clients | ||
Clients | ||
Clients |
评论
定价
Agency Engine
US$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
US$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
* 此处的定价仅供展示。所有价格均不包含税、奖励、折扣或其他定价变量。你应联系合作伙伴以获取最新的正确定价信息。HubSpot 对合作伙伴所提供的定价信息不承担任何责任。上次更新定价时间：2025/08/11
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