Pricing

Access the essential agency tools you need to stay competitive and meet your clients’ needs with a package that fits your business.

 

Agency Engine eliminates contracts, user fees*, and the need for third-party applications.

*Pricing includes up to 10 users and one location.

Want to try Agency Engine with zero commitment?

    MOST POPULAR
Annual Cost
Monthly Cost
Essentials
$199/month
Growth
$299/month
 

CRM Features

   
 

Includes Up to 10 Users and One Location

 
 
 

Clients, Prospects, Employees

 
 
 

Carrier Contacts and Logins

 
 
 

Notes

 
 
 

Tasks

 
 
 

Renewal Calendar

 
 
 

Document Libraries

   
 

Carrier Library

 
 
 

Plan Library

 
 
 

Document Storage

 
 
 

Document Creation

   
 

Temporary IDs

 
 
 

Medicare Part D Notices

 
 
 

Benefit books

 
 
 

Integrations

   
 

Ease

 
 
 

HubSpot

 
 
 

Help Desk

 
 
 

Premium Features

   
 

Analytics and Commissions

 
 
 

Unlimited Stewardship & Broker Commission Transparency Tool

 
 
 

Unlimited Online Benefits & Communication Portals (coming soon)

 
 
 

Unlimited ERISA Compliance (WRAP docs, POP documents, Exchange Model Notices, SMMs)

 
 
  Select plan Select plan
    MOST POPULAR
Annual Cost
Monthly Cost
Essentials
$249/month
Growth
$349/month
 

CRM Features

   
 

Includes Up to 10 Users and One Location

 
 
 

Clients, Prospects, Employees

 
 
 

Carrier Contacts and Logins

 
 
 

Notes

 
 
 

Tasks

 
 
 

Renewal Calendar

 
 
 

Document Libraries

   
 

Carrier Library

 
 
 

Plan Library

 
 
 

Document Storage

 
 
 

Document Creation

   
 

Temporary IDs

 
 
 

Medicare Part D Notices

 
 
 

Benefit books

 
 
 

Integrations

   
 

Ease

 
 
 

HubSpot

 
 
 

Help Desk

 
 
 

Premium Features

   
 

Analytics and Commissions

 
 
 

Unlimited Stewardship & Broker Commission Transparency Tool (coming soon)

 
 
 

Unlimited Online Benefits & Communication Portals (coming soon)

 
 
 

Unlimited ERISA Compliance (WRAP docs, POP documents, Exchange Model Notices, SMMs)

 
 
  Select plan Select plan

Have more than one location or need to add more than 10 users?
No problem! Contact us for a custom quote.

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“My agency struggled with utilizing multiple software solutions that weren’t connected [and weren’t] affordable … until I was told about Signal Sync.”
— John S., agency owner

Ready to save a ton of time?

 Book your 15-minute consultation to discuss your business’ needs.

14 Day Full Feature Trial. No Credit Card Required.
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