Signal Advisors was founded in 2019 by Patrick Kelly, Jacob Cohen, and Kevin O’Hara to help insurance advisors become more successful and scale their businesses in ways not previously possible.
By combining market-leading service and technology, “we are reinventing the way top advisors do business,” according to the company.
Signal Advisors states it’s the first independent marketing organization (IMO) with an end-to-end software platform that simplifies every part of an insurance advisor’s practice. From new business and case design to marketing and commissions, “we’re building software to make your life better,” the company states.
The company does so by “bringing everything together and automatically tracking marketing efforts.”
“In the advisory world, keeping track of the tools that support your business can be difficult and time-consuming,” the company says. “At Signal Advisors, we bring all of these together for you to access in one centralized place.
“With our proprietary Marketing Dashboard, all of your key marketing metrics are in one place. Through integrations with popular third-party marketing services, information in the platform is populated automatically. You can now close the loop between leads and customers, access ROI of leads and events, and understand the lifetime value of a customer, all without ever having to enter any data.”
Using the technology also speeds payment to clients with claims.
Signal Advisors states its platform can provide insurance advisors with an entire client-facing review packet within seconds at the press of a button. All policy data is guaranteed up to date, and it’ll remind them when a policy’s anniversary date is coming up.
Company: Signal Advisors
Address: 1555 Broadway St., Detroit
Email: signaladvisors.com/contact#
Website: signaladvisors.com
Phone Number: 866-774-4625
Category: Financial
Founded: 2019
Founders: Patrick Kelly (CEO), Jacob Cohen (President), and Kevin O’Hara (CTO)
Number of Employees: 125 (est.)
Most Recent Annual Revenue: $8.4 million (est.)
Video Link: NA
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