SetSignal
Campaign management and appointment-setting platform for licensed financial services agents.
What SetSignal Does
SetSignal helps licensed financial services agents connect with public employees—including school district staff and government employees—to provide retirement benefit education and schedule one-on-one consultations.
The platform provides agents and campaign managers with tools to run targeted outreach campaigns, manage contact lists, track email deliverability, schedule appointments, and view performance analytics—all in one place.
Key Features
- Email campaign creation and management for retirement benefit outreach
- Contact list import, deduplication, and deliverability tracking
- Appointment booking pages for public employees to schedule consultations
- Google Calendar and Microsoft Outlook integration so agents receive appointment events automatically
- AI-powered reply classification and template generation
- Real-time reporting on campaign performance, open rates, and appointments set
- Role-based access for agents, managers, and administrators
Google Calendar Integration
When an agent connects their Google Calendar, SetSignal creates retirement consultation appointment events on the agent’s calendar when a booking is confirmed through the platform. SetSignal does not read, store, or analyze any existing calendar events or other Google account data. The integration is governed by our Privacy Policy.
Who Uses SetSignal
SetSignal is used by licensed financial services agents and their managing organizations to run compliant retirement benefit outreach campaigns. Access to the platform requires an invitation from an authorized administrator.
Contact
SetSignal is operated by Appreciation Financial / Bombshell Technologies. For inquiries, contact support@setsignal.net.