Agency Engine

Agency Engine, developed by Signal Sync, is an insurance agency management system designed to streamline and automate various tasks and processes within insurance agencies. This software solution aims to enhance operational efficiency and facilitate effective management of agency data and documentation. It is tailored for small to large insurance agencies, including brokers, agents, and benefit consultants.

Key Features

Agency Management and Automation System: According to the vendor, Agency Engine aims to streamline and automate various tasks and processes within an insurance agency, such as managing company data, employee records, policy documentation, carrier information, and commission structures.

ERISA Compliance: The vendor claims that Agency Engine offers the ability to easily create mandatory employer and employee notices and documents related to ERISA compliance, simplifying the process of delivering these documents to clients and ensuring adherence to regulations.

POP Docs: Agency Engine provides functionality to keep the client's Premium Only Plan (POP) document up to date and easily deliver it to clients, helping insurance agencies ensure compliance with POP regulations and provide the necessary documentation.

Benefit Books: According to the vendor, Agency Engine offers a user-friendly wizard for creating custom benefit books with options for cover customization and flexible page layouts. This feature aims to save time and simplify the process of creating cohesive and consistent benefit books.

Stewardship & Transparency: Agency Engine enables users to generate stewardship reports and broker compensation disclosures, providing clients with insights into the agency's value and compensation transparency. The vendor claims that this feature can help strengthen client relationships and build trust.

Help Desk: Agency Engine includes a help desk feature for tracking customer service requests and monitoring agency performance in resolving issues. The vendor claims that this functionality can help improve customer service and streamline agency operations.

ESign Capability: According to the vendor, Agency Engine integrates with PandaDoc, allowing users to easily obtain electronic signatures for various documents. This feature aims to simplify the process of collecting signoffs on important documents, saving time and reducing paperwork.

Custom Docs with the Push of a Button: Agency Engine provides wizards and templates for creating custom benefit books, wrap docs, POP docs, stewardship reports, and more. According to the vendor, users can easily access their data in one location and generate custom documents with minimal effort, eliminating the frustration of duplicate data entry and improving document creation efficiency.

Commission Data & Analytics: Agency Engine offers features for managing and analyzing commission data, including tracking unpaid commissions, comparing expected versus actual payments, and generating customizable reports and analytics. According to the vendor, this functionality aims to ensure accurate commission processing and provide insights for optimizing agency revenue.

Syncs with Other Software: Agency Engine integrates with various software solutions commonly used in insurance agencies, including HubSpot, Ease, Adobe Acrobat Document, and PandaDoc. According to the vendor, these integrations enable seamless data sharing and streamline workflows by eliminating the need for manual data entry across multiple systems, enhancing productivity and efficiency.