Solution introduction

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

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.

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.

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 - 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!

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 - 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.

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