Charter Oak Brokerage has partnered with Signal Advisors to provide Annuity marketing and processing services. The Signal platform simplifies every aspect, from new business and case design to marketing and commissions.
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.
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.
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!
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!
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.