Get Started with Wealthbox + Signal Advisors

Overview

Signal Advisors is a tech-enabled insurance marketing organization (IMO) that provides advisors with a comprehensive software platform designed to support every part of their practice. Signal Advisors offers an end-to-end “operating system” that streamlines marketing, planning, order entry, client management, and real-time commission tracking for annuities, life insurance, and managed money. With the integration between Signal Advisors and Wealthbox, advisors can seamlessly pull contact data from Wealthbox directly into the Signal platform. This eliminates manual data entry and ensures that client information is readily available when advisors begin planning, submitting orders, or managing cases within Signal’s workflow.

Sync Wealthbox contacts into Signal to view and manage your clients’ in-force annuity, life, and managed money policies in one place.
Search and select Wealthbox contacts directly within Signal’s New Application form.

Webinar Recording

How Advisors Use Signal Advisors + Wealthbox to Streamline Insurance Planning and Case Management

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Resources

Blog post

Help Center article

“The Signal Advisors integration enables firms to seamlessly pull the data they need to take immediate action for prospects and clients, significantly reducing the time required to conduct business and deliver service.”