Name: Agency Engine
Price: 21 USD
Author: Signal Sync

Help Desk

Web and Video Conferencing

Customer Support

Automation Testing

Image Recognition

Development

Academic Advising

Education

Business Intelligence (BI)

Collaboration

Contract Management

Supply Chain Management

Enterprise

Accounting

Cash Flow Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

HR Service Delivery

Payroll

Talent Intelligence

Talent Management

Technical Skills Assessment

Workforce Analytics

Workforce Management

Human Resources

Cloud Storage

Data Integration

Data Mapping

Data Privacy Management

Database Load Balancing

Database Performance Monitoring

Debugging

Edge Computing

Event Monitoring

Fraud Detection

Governance, Risk & Compliance

IT Asset Disposal

Integration Platform as a Service (iPaaS)

Internet Security

Managed Hosting

Master Data Management (MDM)

Network Diagnostics

Network Performance Monitoring

Secret Managers

Security Analytics

Storage Management

Tape Storage

Unified Endpoint Management (UEM)

Virtual Private Cloud (VPC)

WAN Optimization

Wireless LAN

Wireless WAN

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Audience Intelligence

Community

Computer-Assisted Translation

Content Management

Digital Rewards

Email Marketing

Marketing Analytics

Marketing Automation

Predictive Analytics

Social Media Analytics

Social Media Management

Survey & Forms Building

Video Collaboration

Web Analytics

Marketing

Project Management

Professional Services

Customer Relationship Management (CRM)

Sales Consulting

Sales

Microsegmentation

Security

Animation

Chargeback Management

Chiropractic

Construction Management

Tax Practice Management

Vertical-Specific

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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.

Basic

BindHQ

Elite

Premier

Life Design Analysis

Agency Engine

Sales Commission/Compensation Planning software is for  administration of sales incentives like sales commissions and service rewards.

Sales Incentive Compensation Management

Signal Sync

Sales ICM

Features around incentive compensation management for sales

Sales compensation plan creation

Easy for Sales to create incentive compensation plans without IT assistance.

Complex sales crediting

Users can set up complex crediting chains to attribute credit for sales to multiple tiers of employees and/or partners.

Sales compensation process automation

Automates processes related to sales compensation, like incentive and quota plans, approvals, dispute resolution, payroll processing, etc.

Incentive auditing/regulation compliance

Internal workflow and tracking elements create an audit trail and help ensure regulatory compliance.

Sales compensation dashboards & forecasting

Analytics tools give sales ops managers and/or reps a view into sales performance in terms of sales vs. quotas, as well as earnings so far and projected payouts. May include competitive stats.

Incentive modeling

Includes a sandbox or testing environment for users to explore what-if scenarios and develop incentive compensation strategies.

Agile incentive strategy

Incentive plans are flexible; users can create and adjust compensation plans and incentive rules in order to strategically adapt to changes in sales performance/the marketplace/corporate goals.

ICM mobile visibility

Real-time reports about sales performance and compensation are accessible on mobile devices; may also allow managers to update plans and/or reps to submit questions, disputes, etc.

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Sales Incentive Compensation Management Software

Agency Engine

Overview

What is Agency Engine?