要求
HubSpot 版本 HubSpot 帳戶權限 - 檢視所需的帳戶權限
Signal Sync 訂閱 - Agency Engine、Benefit Books Unlimited、Compliance Unlimited或Analytics & Commission Unlimited 版本
總覽
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.
應用程式功能
共用資料
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評論
成為第一個撰寫客戶評論的人
價格
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
* 此處顯示的價格僅供參考。所有價格均不包含稅金、獎勵、折扣或其他價格變數。如需最新的正確價格資訊,請連絡合作夥伴。HubSpot 對合作夥伴所提供的價格資訊不承擔任何責任。上次更新價格時間:2025/08/11
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