Overview
Ease and Signal Sync Agency Engine™ have made it simple to create custom Benefit Books, WRAP Docs, POP Docs, and more. Now it can be done for all your clients in minutes and eliminates the need for other non-connected technology solutions.
The Agency Engine connects and stores data for clients, prospects, carriers, helpdesk issues, and more. Start your free trial today and end the frustrations of data entry duplication, loss of productivity, having data in too many places, and start benefiting from having Simply Connected™ data.
Please email [email protected] or call 916-932-2363 for more information.
Product Features
- Connects and stores data for clients, prospects, carriers, help desk issues, and more.
- Affordable agency automation solution for the independent insurance agency.
Integration Features
- Sync plan, enrollment, group, and employee data from Ease to Signal Sync, eliminating duplicate data entry.
- Any groups created in Ease will be automatically created in Signal Sync.
- Accurately audit your commission checks without manually verifying each enrollment.
- Monitor your compensation by carrier.
How to Activate
To enable Signal Sync, first start at my.signal-sync.com/signup. Then, login and migrate to your Agency Settings on the left sidebar and select Connections. Finally, enter your Ease username and password.
