Reinventing the IMO,
powered by technology.

Signal Advisors is the first IMO with an end-to-end software platform that simplifies every part of your practice. From new business and case design to marketing and commissions, we’re building software to make your life better.

Integrated WITH
Whiteglove
logosCannex@2x
logosLeadingResponse@2x
Salesforce
Notarize
Plaid
Redtail
logosFireLight@2x
logosUPS@2x
logosSuranceBay@2x
logosAcquire@2x
logosAnnuityRateWatch@2x
logosiPipeline@2x

We are bringing everything together

In the advisory world, keeping track of the tools that support your business can be difficult and time-consuming. At Signal Advisors, we bring all of these together for you to access in one centralized place.

New-business@2x 2023
True Pay True Pay True Pay
TruePay

Get paid in 1 day

We know managing cash flow in a small business can be difficult. At Signal Advisors, you don't have to worry about waiting 30 to 60 days to get paid; we are the first to advance 100% of your commissions upon submission.
"This (TruePay) is groundbreaking. It's awesome to get paid in 1 day instead of waiting for more than a month, but the really great part of TruePay is that I can do more marketing, which has significantly grown my business."
Robert Smith Founder, RCS Wealth Management
Marketing Dashboard Marketing Dashboard Marketing Dashboard
Marketing Dashboard

Your marketing tracked automatically

With our proprietary Marketing Dashboard, all of your key marketing metrics are in one place. Through integrations with popular 3rd 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.
1 Click Annual Review 1 Click Annual Review 1 Click Annual Review
1 Click Annual Review

Get a client facing summary in 1 click

With the press of a button, the Signal Advisors platform can provide you with an entire client-facing review packet within seconds. All policy data is guaranteed up to date, and we'll remind you when a policy's anniversary date is coming up. Never scramble again as you prepare for your annual reviews!
"Your software has changed the way we run our business. I was always moving from carrier website to carrier website to get updated inforce annuity information. The 1-click annual review saves our firm about 20 hours per week. I have been in the industry for 30 years, and not seen anything like it."
Dave Boike Founder, Retirement Resources
Firelight Embedded Firelight Embedded Firelight Embedded
Firelight Embedded

Submit eApps quickly and efficiently

We’re excited to introduce the next generation of electronic application technology, Firelight Embedded. Your applications can now be drafted, submitted, shared, and stored forever, all within the Signal platform. Gone are the days of multiple windows!
New Business Dashboard New Business Dashboard New Business Dashboard
New Business Dashboard

Get real time status updates

Never lose sight of an application again with all new business submission and post submission tracking in one centralized place. Once an application is submitted, it will be tracked in real time. Log in to your Signal Platform to check statuses, review outstanding requirements, or communicate directly with the Signal team.
"It’s just so intuitive to have New Business updates pushed to us instead of chasing ten different applications/requests at once. This lightens the load for everyone in that chain."
Sheila Maloney Associate, Retirement Resources

It's time to reinvent the way you do business.

Get a Demo