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.
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:
Plus, save a ton of time automating benefit books, ERISA compliance, POP docs, stewardship reports, and commission transparency processing and forms.
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.
Create mandatory employer and employee notices and documents from data you entered and easily deliver to clients.
Keep your client’s Premium Only Plan (POP) document updated with simple delivery options.
Customize benefit books with 5 cover options and page flexibility with our user-friendly wizard.
Generate stewardship reports and broker compensation disclosures to show clients your value.
Track customer service requests and agency performance while everything syncs back to employee records.
Easily eSign docs with with PandaDoc.
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.
“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
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.
© 2022 Signal Sync
