Guest Access | SAHU Member Meeting October 2021 Recap



Presentation Topic: Simple Technology Hacks to Improve Agency Productivity

Speaker Bio:

Tom Avery Headshot

Tom Avery is the Founder & CEO of Signal Sync, An insurance industry SaaS and agency automation solution designed for the independent agency. Tom is also the Founder & CEO of Innovative Broker Services, an independent boutique brokerage company located in Folsom CA. Tom writes about the many challenges being faced by today’s agencies and has developed Signal Sync to overcome these challenges. Tom is frequently interviewed by national and local news publications and in 2017 was the featured cover story in Employee Benefit Advisor magazine discussing innovations in agency technology.

August 2021 – Benefit Pro Conference, Speaker, Technology hacks to improve agency productivity
March 2019 – Present, Founder of Signal Sync – An insurance industry SaaS and agency automation solution designed for the independent agency.
July 2005 – Present, Owner of Innovative Broker Services, a boutique Employee Benefits agency located in Folsom CA. Awarded a Top 10 Employee Benefit Agency for 12 consecutive years, Sacramento Business Journal.
2021 – Began monthly editorial for Benefits Pro Magazine regarding agency operations and key issues facing agencies
Avery Featured Cover Story – The Inventor, Employee Benefit Advisor Magazine April/May 2017
Avery – 10 benefit industry trendsetters to watch in 2016, Employee Benefit Advisor


This session will explain how agencies have increased their productivity by using simple technology hacks. We will dissect the costly trade-offs suffered by many agencies on their quest to find the perfect technology solution (spoiler alert – it doesn’t exist). Additionally, we will also break down why technology is more critical than ever, why finding the right solution is so difficult, and lay out an easy-to-follow path leading to improved technology results for your agency.

Learning Objectives/Key Takeaways:

  • Easy to implement technology ideas and hacks to improve productivity today.
  • Clarity on what to look for, and avoid, when searching for a new technology solution.
  • How to set realistic, and achievable, operational goals supported by technology.
  • Insights as to the coming technology trends specific to agency operations.

Member Meeting Recap | Oct. 20, 2021