One Platform. Every Part of Your Agency.
Carriers, spreadsheets, portals. None of them talk to each other. AgencyView pulls
every one of them into a single screen: clients, policies, commissions, and compliance,
behind one login.
Built for how insurance agencies actually work.
Quote to Enrollment
Quote ACA plans from the client record and hand off to enrollment. The pending policy
lands back on the record. No re-keying.
Commission Tracking
Every paid commission matched to a client, with an alert when one stops, never starts,
or comes back as a chargeback.
Agency Hierarchy
Sub-agencies, producers, LOAs, and CSRs, recruited with join codes and visible to their
upline.
AI Coaching & Call Review
Turn conversations into actionable coaching insights and help agents improve every
client interaction.
360° Client Intelligence
Clients, households, policies, medications, providers, notes, documents, and
activity—connected in one record.
Connected Insurance Ecosystem
Bring quoting, enrollment, carriers, lead sources, and your agency's technology stack
together in one workflow.
Simple plans. Add seats when you grow.
Starter — $159 per month
For the solo agent who wants clients, commissions, and compliance in one system. 1 agent
seat and 2 customer service seats; final expense underwriting with conditions and
medications checked against carrier rules; commission tracking through ComTrack, with
missing-payment and chargeback alerts; the CFO Center; the HIPAA Compliance Center;
360° client records; AI coaching and call review with transcription and a monthly
minute allowance; license monitoring at $8 per month per agent; and email support with a
24-hour turnaround.
Professional — $299 per month
For growing agencies that want every producer, CSR, and LOA on one platform. 4 agent
seats and 2 customer service seats, extra agent seats at $19.99 per month each, everything
in Starter, the agency hierarchy (sub-agencies, join codes, LOA seats, and downline
visibility), and priority support with an under-2-hour response.
Enterprise — Custom
For multi-office firms that need custom integrations and contractual guarantees.
Unlimited agent and admin seats, full white-label branding, custom integrations scoped with
you, a dedicated account manager, an uptime SLA, and security questionnaire and BAA
support.
Annual billing is 10 times the monthly price: two months free. Every plan includes a
14-day free trial, no credit card needed to start. Change plans whenever you need to.
What agency owners ask us.
We already have a system. Why switch?
Most agencies do not have a system. They have five. AgencyView replaces the
tab-juggling, not your way of working. Your CRM data stays where it is and shows up in
one screen.
What happens to our data when we move?
AgencyView syncs with your existing CRM records instead of asking you to re-key them.
Contacts, policies, and households come through connected, not copied by hand.
Is it actually HIPAA ready?
Role-gated access, denied-access logging, and a full audit trail are built into the
platform, not bolted on.
What does it cost?
Plans are listed above, and starting is free. See the whole platform before a dollar
moves.
Run your whole agency from one screen.
Fifteen minutes inside the live platform beats any tour page.
Start free · Take the demo
· Blog ·
Guide to Field Marketing Organizations
Solutions: Insurance agency management software ·
Medicare agent CRM ·
ACA agent CRM ·
Downline management ·
Commission tracking ·
HIPAA compliance tools ·
Call recording and coaching ·
AgencyBloc alternative
AgencyView · 30 N Gould St, Sheridan, WY 82801 ·
(307) 888-4133 ·
admin@agencyview.net