# Agency Engine Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Is Agency Engine the right Commission solution for you? Explore 7 verified user reviews from people in industries like yours to make a confident choice.

Source: https://www.capterra.com/p/202706/Agency-Engine/reviews

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Agency Engine

4.9 (7)

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Last updated August 24th, 2025

# Reviews of Agency Engine

Ease of use

5.0

Customer Service

5.0

## Showing most helpful reviews

Showing 1-7 of 7 Reviews

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Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

BF

Bret F.  
Managing Partner  
Insurance  
Used the software for: 6-12 months

### "Finally a simple and integrated solution"

April 7, 2020

5.0

Pros

The Signal Sync Platform is an easy to use, thoughtfully laid out, CRM that has significantly streamlined my agency's day to day operations and increased efficiency. The initial setup and walkthrough tutorial made learning the system a breeze and maximized adoption for my producers and CSR's. The new integration with Ease has even further streamlined the process for managing my Book of Business.

Cons

The only thing missing from the platform is a way to track commissions for producers within the agency. Support has told me it is currently in development and should be rolled out sometime in 2020

Review Source

SS

Steve S.  
Owner  
Insurance  
Used the software for: Less than 6 months

### "Signal Sync software review"

April 8, 2020

5.0

My overall experience has been great. It allows myself or my staff to reduce the amount of time we spend on helping clients manage their employee benefits and keeping them in compliance as well.

Pros

Great software, easy to use and very intuitive. Easily create a benefit book or Wrap document in a few steps. Having the flexibility by including a help desk to track client issues is a major plus as well. Good layout and simple to navigate. Integration with my existing business was smooth and an easy transition.

Cons

It would be great to have sales and marketing automation features like what can be found in HubSpot.

Review Source

EC

Emily C.  
Account Manager  
Insurance  
Used the software for: 6-12 months

### "Best Value "

April 7, 2020

4.0

Pros

The simplicity of this software is great. It is clear that everything has been thought out to flow with common sense.

Cons

They could offer more custom options for their client facing items.

Review Source

Response from Signal Sync

April 9, 2020

Hi Emily, thanks for your reviews. We agree that about having some additional custom options on our client facing items, which we will be rolling out in the next two weeks. Please let us know what you think of them!

JD

Julie D.  
Finance Director  
Insurance  
Used the software for: 6-12 months

### "Agency Engine - Value, Quality, Ease"

April 7, 2020

5.0

Pros

Agency Engine by Signal Sync is an affordable answer that simplifies and consolidates the many processes required to run our agency and serve our clients. Creating Benefit Books and Compliance WRAP documents now takes minutes versus hours. Data we had stored in several locations is now centrally located on an easy to navigate platform. The recent integration with EASE has been a value added bonus for us eliminating manual data entry.

Cons

Before the integration with EASE, initial data entry was needed, but now the process is completely streamlined.

Review Source

AS

Audrey S.  
CFO  
Insurance  
Used the software for: Less than 6 months

### "SIGNAL SYNC REVIEW"

June 30, 2020

5.0

I found the experience to be good from beginning to end. From the initial sales call, to talking to customer service, the executive team etc. They provided answers quickly, and are very accomodating.

Pros

It is very easy to use. It works with our Ben Admin system to pull information so we don't have to enter the information multiple times.

Cons

I haven't found anything yet that I do not like.

Review Source

DR

Daniel R.  
Partner  
Insurance  
Used the software for: Less than 6 months

### "Nice for Group Insurance "

March 30, 2021

5.0

Great!

Pros

That it is easy to use and customer service is great

Cons

More videos of how to use but it is easy to email them as well with quick response. Sometimes I work on stuff at night though

Review Source

Response from Signal Sync

April 1, 2021

Hi Daniel, thank you so much for your kind words. Love the feedback on videos as we will continue to provide more of those! One other thing we wanted to mention to make sure you take advantage of is our on-screen walkthroughs that are a very convenient way to also see how to perform certain tasks. Just click the orange question mark icon at the bottom of every screen and start typing in what you are looking to do. Hey Signal, will show you how! Thanks again.

AG

Andrea G.  
Graphic Designer  
Design  
Used the software for: 6-12 months

### "Super User Friendly and Packed with Features!"

April 7, 2020

5.0

Pros

It's really easy to enter client data through the wizards and tutorials. That the same data can be used for all the document creation that agencies tend to put off or outsource and it's done in minutes versus hours!

Cons

I feel it is robust enough to use for its intended purpose: to connect systems that are typically disconnected.

Review Source

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