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SignalWealth vs. AgencyBloc
AgencyBloc is an agency management system for health, senior market, group benefits and life insurance agencies, with commissions tracking, group quoting and enrollment, and an independently audited security program. SignalWealth is a CRM and client-care system for advisors and agents, with done-for-you content. They overlap less than you might think. Here's how they compare, and where each one is the better fit.
Every AgencyBloc fact on this page links to AgencyBloc's own website, checked October 20, 2026. Prices change. If something here is out of date, tell us and we'll fix it.
Built for
SignalWealth: advisors and agents.
AgencyBloc: individual health, group benefits, senior market and life insurance agencies.[1][2]
Starting price
SignalWealth: $89/month (CRM, up to 3 people).
AgencyBloc: quote only; prices aren't published.[1]
Commissions
SignalWealth: doesn't track commissions.
AgencyBloc: Commissions+ imports carrier data and produces agent statements.[1]
Side by side
Feature by feature
"Not stated" means we couldn't find it on AgencyBloc's website.
| What you need | SignalWealth | AgencyBloc |
|---|---|---|
| Monthly price | CRM $89 · Signal $199 · Signature $399 · Persona $549 (founder prices; $299 / $599 / $799 standard). Extra user $18. | Quote only. AMS+ comes in Grow, Accelerate and Elevate tiers. Commissions+ is packaged by volume of transactions; Quote+ by volume of groups quoted.[1] |
| Contract and setup | Monthly or annual. No setup fee. 30-day trial. | Not stated. Demo on request.[1] |
| CRM, pipeline, tasks, calendar | Included. | Health, senior and benefits-specific CRM with lead dashboards, pipeline management, automated lead routing, an appointment scheduler, calendar sync and Outlook sync.[1] |
| Commissions tracking | Not offered. | Commissions+: carrier data import, rate tables, bonus, advance and override tracking, agent statements, missed commission identification.[1] |
| Quoting and enrollment | Not offered. | Quote+ for group benefits: quoting, digital health questionnaires, benefit proposals, HIPAA-compliant enrollment forms, submission to multiple carriers. Integrations with Connecture, Ease, Employee Navigator, Lead Advantage Pro, SunFire and HealthSherpa (Medicare).[1] |
| Medicare and ACA forms | Not offered. | Electronic Scope of Appointment, ACA Consent to Contact and ACA Attestations. Rx Collect.[1] |
| Email newsletters | 5,000 to 25,000 emails a month included, by plan; then $3 per 1,000. Cost shown before you send. | Email marketing in AMS+.[1] Email volume and pricing: not stated. |
| Two-way texting | $29/month on CRM and Signal, included with Signature and Persona. 500 texts a month included, then 3¢ each. $49 one-time carrier registration. | Text messaging and click-to-text: Basic on Grow, Premium on Accelerate and Elevate. Text and email appointment reminders.[1] Texting prices: not stated. |
| Calling | Missed-call text-back, included with texting. | Integrated VoIP, call recording and storage, and call queues for leads.[1] Missed-call text-back: not stated. |
| Birthday automations | Ready-made: birthday, policy anniversary, annual review, and RMD season (by birth year, with the deadline filled in). | Automated servicing and lead workflows: Basic on Grow, Premium on Accelerate and Elevate.[1] Ready-made birthday, policy anniversary and RMD automations: not stated. |
| Client portal | Included with Signal and above: secure document sharing and booking with their advisor. Client financial picture $79/month, included with Signature. | Not stated. Customer file and document management inside AMS+.[1] |
| Done-for-you financial content | Articles, short videos, long-form episodes and newsletters made from your own recordings, reviewed by you before anything posts (Signal and above). | Not stated. |
| AI video of the advisor | Persona: videos in your own likeness and voice, from your own footage, with written consent. | Not stated. |
| Lead forms and landing pages | Lead forms and hosted blog. | Lead forms, landing pages, lead vendor integration and a lead import tool.[1] |
| Websites | Hosted blog and lead forms. No drag-and-drop builder: we design and build your website for you, wired to your CRM forms, booking and blog, priced after a short call. | Insurance agency websites at an additional cost, separate from AMS+ pricing.[1] |
| Compliance and security | Every email and text archived on the client, permanently. Content approval log. AI disclosure on AI-made video. | SOC 2 Type II report with a clean opinion.[3] Says it is HIPAA compliant; Quote+ is HITECH and HIPAA compliant and HITRUST certified. Two-step authentication available.[4] |
| Connect ChatGPT, Claude or another AI assistant | Look-up on every plan. Building forms, automations and drafts: $29/month, included with Signature. | Not stated. AgencyBloc Intelligence adds AI features inside AMS+.[2] Zapier integration.[1] |
| Mobile app | Coming soon. | Not stated. |
Choose AgencyBloc if
You run a health, Medicare or benefits agency
- You need to track commissions, overrides and agent statements. SignalWealth doesn't do this.
- You quote and enroll group benefits, or use Medicare and ACA quoting tools. SignalWealth doesn't quote.
- You need electronic Scope of Appointment and ACA consent forms.
- You want built-in calling, call recording and call queues, with a SOC 2 Type II audited vendor.
Choose SignalWealth if
You want client care and content done for you
- You want content made from your own voice and expertise, not templates.
- You want a client portal, texting and yearly client-care automations in the same system.
- You want published prices, no setup fee and a 30-day trial.
- You want to work with your CRM from ChatGPT, Claude or another AI assistant.
References
Where each AgencyBloc fact comes from
Checked October 20, 2026. SignalWealth's own prices are on our pricing page.
- AgencyBloc pricing page: AMS+ tiers and features, Commissions+, Quote+, websites, integrations, and how each is priced. agencybloc.com/pricing
- AgencyBloc home page: who it's built for, and AgencyBloc Intelligence. agencybloc.com
- AgencyBloc security page: SOC 2 Type II report. agencybloc.com/about-us/security
- AgencyBloc FAQs: "Is AgencyBloc HIPAA compliant?" and data security. agencybloc.com/faqs
AgencyBloc is a trademark of its owner. Other product names are trademarks of their respective owners. SignalWealth isn't affiliated with or endorsed by AgencyBloc. This comparison reflects publicly available information on the date above.