Your own brand
Every agency gets its own domain, logo, and colors. Clients see your name, not a shared platform.
For Independent Agencies
Your book of business, out of the spreadsheet.
Clients, quotes, renewals, and scheduling in one place — under your agency's own brand and domain, not ours.
$89/month for up to three people. No setup fee, no contract, no per-seat math.
Built for producers running on a spreadsheet.
You already know your clients. Remembering who needs a call before their renewal shouldn't be the hard part.
- Your client list lives in a spreadsheet that can't remind you a policy is coming up for renewal
- You tried a big-name CRM and gave up somewhere in the setup, because it was built for software sales teams
- You want your agency's name on the tool your clients see — not a platform they've never heard of
SignalWealth CRM is not a generic CRM with your logo pasted on top. It's built for how an agency actually works.
Everything a growing agency actually needs.
Nothing to configure. No consultant, no onboarding project — log in and it's already set up.
Nothing falls through
Open quotes and upcoming renewals surfaced from your own data, so the follow-up you meant to make actually happens.
Scheduling that just works
Send a booking link, clients pick a time. Two-way Google Calendar sync and automatic Zoom meetings, so you're never double-booked.
One number. That's the whole price.
No setup fee, no annual contract, no quote to request.
$89/month
Covers your whole agency, up to three people. Everything included — no feature tiers to compare.
$18/month per extra person
Add a producer or an assistant when you need to. Remove them and the bill drops at your next renewal.
30 days free
Every feature unlocked from day one — nothing held back for a paid tier. Or skip the trial and start your subscription immediately.
Your data stays yours. Export it whenever you like, and it's never used for anything but running your agency.
SignalWealth CRM is:
- A client-management platform built for independent insurance agencies
- White-labeled under your own domain and brand
- Built with agency-level data isolation and two-factor authentication
- Straightforward enough to run day one, without a training program
SignalWealth CRM is not:
- A generic sales CRM you have to configure into an agency tool
- A content or marketing publishing tool
Try it with your real book for 30 days.
Tell us a little about your agency and we'll have you set up — your domain, your logo, your clients — usually same day. Prefer to just get going? Start your subscription and skip the trial entirely.