Agency Engine Insurance Agency Management System

Put an end to the frustration of managing your insurance agency data in too many places with Agency Engine by Signal Sync. It’s your data, simply connected.

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Agency Management and Automation System

Duplicate data entry wastes time and prevents you from focusing on your clients’ needs. With Agency Engine, you can manage and sync all of your insurance data in one place:

  • Company data
  • Employee records
  • Policy documentation
  • Carrier information
  • Commission structures

Plus, save a ton of time automating benefit books, ERISA compliance, POP docs, stewardship reports, and commission transparency processing and forms.

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Meet the Agency Engine

Welcome to the Agency Management System that powers it all. With company and employee data that talks to every corner of our platform, you’re entering information once and staying simply connected.

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ERISA Compliance

Create mandatory employer and employee notices and documents from data you entered and easily deliver to clients.

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POP Docs

Keep your client’s Premium Only Plan (POP) document updated with simple delivery options.


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Benefit Books

Customize benefit books with 5 cover options and page flexibility with our user-friendly wizard.

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Stewardship & Transparency

Generate stewardship reports and broker compensation disclosures to show clients your value.

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Help Desk

Track customer service requests and agency performance while everything syncs back to employee records.

Custom Docs with the Push of a Button

Creating benefits books can be cumbersome. Finding all of your data is frustrating enough, but combining it into something cohesive and consistent is a whole different challenge.

Signal Sync ends the frustrating loss of productivity that comes with duplicate data entry and having data in too many places. Instead, ALL of your data is in one place—data about your clients, prospects, carriers, commissions, help desk, and more.

With your data in one location, you can easily create custom docs at the push of a button with Signal Sync’s wizards.

 

  • Benefits books
  • Wrap docs
  • POP docs
  • Stewardship and Compensation Transparency Tool
  • And more!
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Save 300+ Hours During Q4

“It was taking us hours to do compliance documents for a client; now it just takes us a few minutes.”
— Julie D., Agency Engine user

All Your Data, In One Place

Get Your Agency in Sync

Discover how Agency Engine syncs your business data so you can focus on what matters most: your clients. Start your zero-commitment, 14-day free trial today.

14 Day Full Feature Trial. No Credit Card Required.
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