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Designed to make everything easier. From marketing to revenue tracking to new business workflows. All powered by Signal AI.
Designed to make everything easier. From marketing to revenue tracking to new business workflows. All powered by Signal AI.
Designed to make everything easier. From marketing to revenue tracking to new business workflows. All powered by Signal AI.
Householding
See the full picture of your client and their family.
Bring together Life insurance, Annuities, Managed Money and more all within the context of a household. Signal connects the dots so you can manage relationships and drive revenue—all in one place.
Automatically segment households into leads, prospects, and clients
Automatically segment households into leads, prospects, and clients
Automatically segment households into leads, prospects, and clients
Get a comprehensive overview of the full client portfolio
Get a comprehensive overview of the full client portfolio
Get a comprehensive overview of the full client portfolio
View open planning items, New Business, and service tickets
View open planning items, New Business, and service tickets
View open planning items, New Business, and service tickets
Create notes and store documents on each household
Create notes and store documents on each household
Create notes and store documents on each household
AI Summaries
Understand your clients’ policies with a single click.
Instantly generate a concise summary of any policy enabling you to quickly review key details without digging through pages of information.
Notifications
The updates you need, right when you need them.
Stay informed with real-time alerts for important updates. From case status changes to submission deadlines, Signal keeps you in the loop without adding clutter.
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You’ve been TruePaid $4,450.00 for Brenda Mason.
2 hours ago
Finance
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The annuity application for Christopher Williamson has been submitted.
2 hours ago
New Business
![](data:image/svg+xml,<svg display="block" role="presentation" viewBox="0 0 20 20" xmlns="http://www.w3.org/2000/svg"><g d="M 16.364 0.909 C 16.364 0.407 15.957 0 15.455 0 C 14.952 0 14.545 0.407 14.545 0.909 L 14.545 2.121 C 14.545 2.623 14.952 3.03 15.455 3.03 C 15.957 3.03 16.364 2.623 16.364 2.121 Z M 11.818 3.542 C 11.316 3.542 10.909 3.949 10.909 4.451 C 10.909 4.953 11.316 5.36 11.818 5.36 L 13.03 5.36 C 13.532 5.36 13.939 4.953 13.939 4.451 C 13.939 3.949 13.532 3.542 13.03 3.542 Z M 17.879 3.542 C 17.377 3.542 16.97 3.949 16.97 4.451 C 16.97 4.953 17.377 5.36 17.879 5.36 L 19.091 5.36 C 19.593 5.36 20 4.953 20 4.451 C 20 3.949 19.593 3.542 19.091 3.542 Z M 16.364 6.97 C 16.364 6.468 15.957 6.061 15.455 6.061 C 14.952 6.061 14.545 6.468 14.545 6.97 L 14.545 8.182 C 14.545 8.684 14.952 9.091 15.455 9.091 C 15.957 9.091 16.364 8.684 16.364 8.182 Z M 8.143 6.364 C 8.143 9.356 10.568 11.781 13.561 11.781 C 14.063 11.781 14.47 12.188 14.47 12.69 C 14.47 13.192 14.063 13.599 13.561 13.599 C 10.568 13.599 8.144 16.024 8.144 19.016 C 8.144 19.518 7.737 19.925 7.235 19.925 C 6.733 19.925 6.326 19.518 6.326 19.016 C 6.326 16.024 3.901 13.6 0.909 13.6 C 0.407 13.6 0 13.193 0 12.691 C 0 12.189 0.407 11.782 0.909 11.782 C 3.901 11.781 6.326 9.356 6.326 6.364 C 6.326 5.862 6.733 5.455 7.235 5.455 C 7.737 5.455 8.144 5.862 8.144 6.364 Z M 4.423 12.691 C 4.423 12.691 4.424 12.691 4.424 12.69 C 4.424 12.69 4.423 12.69 4.423 12.69 Z M 4.424 12.69 C 5.604 13.348 6.578 14.322 7.235 15.502 C 7.893 14.322 8.867 13.348 10.047 12.691 C 8.867 12.033 7.893 11.059 7.235 9.879 C 6.578 11.059 5.604 12.033 4.424 12.69 Z" fill="transparent" height="19.924848528197316px" id="pmtM6hZR8" transform="translate(0 0.035)" width="20px"><path d="M 5.455 0.909 C 5.455 0.407 5.048 0 4.545 0 C 4.043 0 3.636 0.407 3.636 0.909 L 3.636 2.121 C 3.636 2.623 4.043 3.03 4.545 3.03 C 5.048 3.03 5.455 2.623 5.455 2.121 Z M 0.909 3.542 C 0.407 3.542 0 3.949 0 4.451 C 0 4.953 0.407 5.36 0.909 5.36 L 2.121 5.36 C 2.623 5.36 3.03 4.953 3.03 4.451 C 3.03 3.949 2.623 3.542 2.121 3.542 Z M 6.97 3.542 C 6.468 3.542 6.061 3.949 6.061 4.451 C 6.061 4.953 6.468 5.36 6.97 5.36 L 8.182 5.36 C 8.684 5.36 9.091 4.953 9.091 4.451 C 9.091 3.949 8.684 3.542 8.182 3.542 Z M 5.455 6.97 C 5.455 6.468 5.048 6.061 4.545 6.061 C 4.043 6.061 3.636 6.468 3.636 6.97 L 3.636 8.182 C 3.636 8.684 4.043 9.091 4.545 9.091 C 5.048 9.091 5.455 8.684 5.455 8.182 Z" fill="rgb(255, 255, 255)" height="9.090909033110648px" id="AN_ku8KVb" transform="translate(10.909 0)" width="9.090909004211426px"/><path d="M 8.143 0.909 C 8.143 3.902 10.568 6.326 13.561 6.326 C 14.063 6.326 14.47 6.733 14.47 7.235 C 14.47 7.737 14.063 8.144 13.561 8.144 C 10.568 8.144 8.144 10.57 8.144 13.561 C 8.144 14.063 7.737 14.47 7.235 14.47 C 6.733 14.47 6.326 14.063 6.326 13.561 C 6.326 10.57 3.901 8.145 0.909 8.145 C 0.407 8.145 0 7.738 0 7.236 C 0 6.734 0.407 6.327 0.909 6.327 C 3.901 6.327 6.326 3.901 6.326 0.909 C 6.326 0.407 6.733 0 7.235 0 C 7.737 0 8.144 0.407 8.144 0.909 Z M 4.423 7.236 C 4.423 7.236 4.424 7.236 4.424 7.236 C 4.424 7.236 4.423 7.235 4.423 7.235 Z M 4.424 7.236 C 5.604 7.893 6.578 8.867 7.235 10.047 C 7.893 8.867 8.867 7.894 10.047 7.236 C 8.867 6.579 7.893 5.605 7.235 4.424 C 6.578 5.604 5.604 6.578 4.424 7.236 Z" fill="rgb(255, 255, 255)" height="14.47030303030303px" id="JH70XAYqO" transform="translate(0 5.455)" width="14.470303030303034px"/></g></svg>)
Good news! You have a new Magic Meeting worth $200,000.00 on Jul 15, 2025 at 10:00am EST.
2 hours ago
Magic Meetings
![](data:image/svg+xml,<svg display="block" role="presentation" viewBox="0 0 20 20" xmlns="http://www.w3.org/2000/svg"><path d="M 16 12.444 C 16 12.857 15.831 13.253 15.531 13.544 C 15.231 13.836 14.824 14 14.4 14 L 1.6 14 C 1.176 14 0.769 13.836 0.469 13.544 C 0.17 13.256 0.001 12.859 0 12.444 L 0 1.556 C 0 1.143 0.169 0.747 0.469 0.456 C 0.769 0.164 1.176 0 1.6 0 L 4.546 0 C 5.206 0 5.823 0.325 6.196 0.869 L 6.604 1.464 C 6.977 2.008 7.594 2.334 8.254 2.334 L 14.4 2.334 C 14.824 2.334 15.231 2.497 15.531 2.789 C 15.831 3.081 16 3.476 16 3.889 Z" fill="transparent" height="14.000000063555518px" id="EGMW7rukh" stroke-dasharray="" stroke-linecap="round" stroke-linejoin="round" stroke-width="1.88" stroke="rgb(255, 255, 255)" transform="translate(2 3.25)" width="16px"/></svg>)
Plan #3482 for Ben Reilly is ready to review.
2 hours ago
Planning
Notifications
The updates you need, right when you need them.
Stay informed with real-time alerts for important updates. From case status changes to submission deadlines, Signal keeps you in the loop without adding clutter.
You’ve been TruePaid $4,450.00 for Brenda Mason.
2 hours ago
Finance
The annuity application for Christopher Williamson has been submitted.
2 hours ago
New Business
Good news! You have a new Magic Meeting worth $200,000.00 on Jul 15, 2025 at 10:00am EST.
2 hours ago
Magic Meetings
Plan #3482 for Ben Reilly is ready to review.
2 hours ago
Planning
Notifications
The updates you need, right when you need them.
Stay informed with real-time alerts for important updates. From case status changes to submission deadlines, Signal keeps you in the loop without adding clutter.
You’ve been TruePaid $4,450.00 for Brenda Mason.
2 hours ago
Finance
The annuity application for Christopher Williamson has been submitted.
2 hours ago
New Business
Good news! You have a new Magic Meeting worth $200,000.00 on Jul 15, 2025 at 10:00am EST.
2 hours ago
Magic Meetings
Plan #3482 for Ben Reilly is ready to review.
2 hours ago
Planning
Real Time Dashboards
Dashboards that help you get more done.
Track key business activities from one personalized dashboard. View case progress, monitor upcoming tasks, and manage everything in one place without jumping between tools.
Collaboration & Permissions
Work together with the right amount of transparency for your firm.
Invited everyone at your firm to collaborate together in the same platform so you can create the right plan and service your clients accounts as quickly and efficiently as possible.
Invite everyone to work together in the same platform
Invite everyone to work together in the same platform
Invite everyone to work together in the same platform
Assign users to roles with varying permission sets
Assign users to roles with varying permission sets
Assign users to roles with varying permission sets
Set point people to get notified on your behalf
Set point people to get notified on your behalf
Set point people to get notified on your behalf
The only operating system you need for your business.
Everything in one place. Built for you. Powered by AI.
Integrations
One platform. One login.
Signal connects your favorite tools, systems, and services into a single, streamlined platform built for how advisors really work.
Designed to make everything easier. From marketing to revenue tracking to new business workflows. All powered by Signal AI.
Designed to make everything easier. From marketing to revenue tracking to new business workflows. All powered by Signal AI.
Designed to make everything easier. From marketing to revenue tracking to new business workflows. All powered by Signal AI.
Householding
See the full picture of your client and their family.
Bring together Life insurance, Annuities, Managed Money and more all within the context of a household. Signal connects the dots so you can manage relationships and drive revenue—all in one place.
Automatically segment households into leads, prospects, and clients
Automatically segment households into leads, prospects, and clients
Automatically segment households into leads, prospects, and clients
Get a comprehensive overview of the full client portfolio
Get a comprehensive overview of the full client portfolio
Get a comprehensive overview of the full client portfolio
View open planning items, New Business, and service tickets
View open planning items, New Business, and service tickets
View open planning items, New Business, and service tickets
Create notes and store documents on each household
Create notes and store documents on each household
Create notes and store documents on each household
AI Summaries
Understand your clients’ policies with a single click.
Instantly generate a concise summary of any policy enabling you to quickly review key details without digging through pages of information.
Notifications
The updates you need, right when you need them.
Stay informed with real-time alerts for important updates. From case status changes to submission deadlines, Signal keeps you in the loop without adding clutter.
You’ve been TruePaid $4,450.00 for Brenda Mason.
2 hours ago
Finance
The annuity application for Christopher Williamson has been submitted.
2 hours ago
New Business
Good news! You have a new Magic Meeting worth $200,000.00 on Jul 15, 2025 at 10:00am EST.
2 hours ago
Magic Meetings
Plan #3482 for Ben Reilly is ready to review.
2 hours ago
Planning
Notifications
The updates you need, right when you need them.
Stay informed with real-time alerts for important updates. From case status changes to submission deadlines, Signal keeps you in the loop without adding clutter.
You’ve been TruePaid $4,450.00 for Brenda Mason.
2 hours ago
Finance
The annuity application for Christopher Williamson has been submitted.
2 hours ago
New Business
Good news! You have a new Magic Meeting worth $200,000.00 on Jul 15, 2025 at 10:00am EST.
2 hours ago
Magic Meetings
Plan #3482 for Ben Reilly is ready to review.
2 hours ago
Planning
Notifications
The updates you need, right when you need them.
Stay informed with real-time alerts for important updates. From case status changes to submission deadlines, Signal keeps you in the loop without adding clutter.
You’ve been TruePaid $4,450.00 for Brenda Mason.
2 hours ago
Finance
The annuity application for Christopher Williamson has been submitted.
2 hours ago
New Business
Good news! You have a new Magic Meeting worth $200,000.00 on Jul 15, 2025 at 10:00am EST.
2 hours ago
Magic Meetings
Plan #3482 for Ben Reilly is ready to review.
2 hours ago
Planning
Real Time Dashboards
Dashboards that help you get more done.
Track key business activities from one personalized dashboard. View case progress, monitor upcoming tasks, and manage everything in one place without jumping between tools.
Collaboration & Permissions
Work together with the right amount of transparency for your firm.
Invited everyone at your firm to collaborate together in the same platform so you can create the right plan and service your clients accounts as quickly and efficiently as possible.
Invite everyone to work together in the same platform
Invite everyone to work together in the same platform
Invite everyone to work together in the same platform
Assign users to roles with varying permission sets
Assign users to roles with varying permission sets
Assign users to roles with varying permission sets
Set point people to get notified on your behalf
Set point people to get notified on your behalf
Set point people to get notified on your behalf
The only operating system you need for your business.
Everything in one place. Built for you. Powered by AI.
Integrations
One platform. One login.
Signal connects your favorite tools, systems, and services into a single, streamlined platform built for how advisors really work.
Designed to make everything easier. From marketing to revenue tracking to new business workflows. All powered by Signal AI.
Designed to make everything easier. From marketing to revenue tracking to new business workflows. All powered by Signal AI.
Designed to make everything easier. From marketing to revenue tracking to new business workflows. All powered by Signal AI.
Householding
See the full picture of your client and their family.
Bring together Life insurance, Annuities, Managed Money and more all within the context of a household. Signal connects the dots so you can manage relationships and drive revenue—all in one place.
Automatically segment households into leads, prospects, and clients
Automatically segment households into leads, prospects, and clients
Automatically segment households into leads, prospects, and clients
Get a comprehensive overview of the full client portfolio
Get a comprehensive overview of the full client portfolio
Get a comprehensive overview of the full client portfolio
View open planning items, New Business, and service tickets
View open planning items, New Business, and service tickets
View open planning items, New Business, and service tickets
Create notes and store documents on each household
Create notes and store documents on each household
Create notes and store documents on each household
AI Summaries
Understand your clients’ policies with a single click.
Instantly generate a concise summary of any policy enabling you to quickly review key details without digging through pages of information.
Notifications
The updates you need, right when you need them.
Stay informed with real-time alerts for important updates. From case status changes to submission deadlines, Signal keeps you in the loop without adding clutter.
You’ve been TruePaid $4,450.00 for Brenda Mason.
2 hours ago
Finance
The annuity application for Christopher Williamson has been submitted.
2 hours ago
New Business
Good news! You have a new Magic Meeting worth $200,000.00 on Jul 15, 2025 at 10:00am EST.
2 hours ago
Magic Meetings
Plan #3482 for Ben Reilly is ready to review.
2 hours ago
Planning
Notifications
The updates you need, right when you need them.
Stay informed with real-time alerts for important updates. From case status changes to submission deadlines, Signal keeps you in the loop without adding clutter.
You’ve been TruePaid $4,450.00 for Brenda Mason.
2 hours ago
Finance
The annuity application for Christopher Williamson has been submitted.
2 hours ago
New Business
Good news! You have a new Magic Meeting worth $200,000.00 on Jul 15, 2025 at 10:00am EST.
2 hours ago
Magic Meetings
Plan #3482 for Ben Reilly is ready to review.
2 hours ago
Planning
Notifications
The updates you need, right when you need them.
Stay informed with real-time alerts for important updates. From case status changes to submission deadlines, Signal keeps you in the loop without adding clutter.
You’ve been TruePaid $4,450.00 for Brenda Mason.
2 hours ago
Finance
The annuity application for Christopher Williamson has been submitted.
2 hours ago
New Business
Good news! You have a new Magic Meeting worth $200,000.00 on Jul 15, 2025 at 10:00am EST.
2 hours ago
Magic Meetings
Plan #3482 for Ben Reilly is ready to review.
2 hours ago
Planning
Real Time Dashboards
Dashboards that help you get more done.
Track key business activities from one personalized dashboard. View case progress, monitor upcoming tasks, and manage everything in one place without jumping between tools.
Collaboration & Permissions
Work together with the right amount of transparency for your firm.
Invited everyone at your firm to collaborate together in the same platform so you can create the right plan and service your clients accounts as quickly and efficiently as possible.
Invite everyone to work together in the same platform
Invite everyone to work together in the same platform
Invite everyone to work together in the same platform
Assign users to roles with varying permission sets
Assign users to roles with varying permission sets
Assign users to roles with varying permission sets
Set point people to get notified on your behalf
Set point people to get notified on your behalf
Set point people to get notified on your behalf