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建立

Signal Sync

Signal Sync-icon
App

Signal Sync

Simply Connected

建立者
Signal Sync
安裝次數
<10 次安裝
登入以進行安裝需要 Signal Sync 訂閱

要求

HubSpot 版本
HubSpot 帳戶權限
檢視所需的帳戶權限
Signal Sync 訂閱
Agency EngineBenefit Books UnlimitedCompliance UnlimitedAnalytics & Commission Unlimited 版本

總覽

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
資料來源
同步方向
在 HubSpot 中
在 HubSpot 中

Clients

公司

公司

Clients

公司屬性

公司屬性

Prospects or Clients

連絡人

連絡人

Prospects or Clients

連絡人屬性

連絡人屬性

更多共用資料的相關資訊

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

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此應用程式需要下列其中一個 Signal Sync 訂閱版本。

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

Additional users are $25/user/month + access to addons like custom Benefit Book creator, ERISA Document, and Commission Modules

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

Additional users are $25/user/month + access to addons like custom Benefit Book creator, ERISA Document, and Commission Modules

* 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

更多資訊

建立者
Signal Sync
安裝次數
<10 次安裝
類別
此應用程式可用的語言
英文

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