For solo Medicare and ACA agents: AgencyView free through January 15, 2027.
Quote, enroll and track commissions for Medicare and ACA clients in one login.
Live across 4 agency books, counted Nov 3, 2026 (demo accounts excluded): 3,186 clients on book, 8,460 policies tracked, and 1,212 October commissions matched to clients.
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.
See the whole workflow, end to end.
Open a client, run a Marketplace quote, hand it to enrollment, and watch the policy land back on the record. Take the 2-minute interactive demo.
Built for how insurance agencies actually work.
Quote and enroll without re-keying
Quote ACA plans from the client record and hand off to enrollment. The pending policy lands back on the record. No re-keying.
Catch missing commissions and chargebacks
Every paid commission matched to a client, with an alert when one stops, never starts, or comes back as a chargeback.
See every producer in your downline
Sub-agencies, producers, LOAs, and CSRs, recruited with join codes and visible to their upline.
Coach agents from their real calls
Every recorded call transcribed, scored, and summarized, so managers coach from evidence, not memory.
See the whole household in one record
Household, policies, medications, providers, documents, and activity in one record.
Be audit-ready before anyone asks
HIPAA Compliance Center and license monitoring, so the paperwork is in order before an auditor or carrier calls.
Keep quoting and carrier tools connected
Quoting, enrollment, carriers, lead sources, and the rest of your stack in one workflow.
Know what your book is worth
The CFO Center shows revenue, retention, cash flow, and book value. Everyone deserves a CFO on staff.
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.
Starter is 3 seats for $159, $53 a seat. Professional is 6 seats for $299, under $50 a seat, and each extra agent is $19.99.
Every plan starts with a 14-day free trial. No credit card needed to start. Your data moves with you, including your numbers: your RingCentral line stays yours, and every client and policy exports in one click.
AEP on Us: sign up by December 7 and AgencyView is free through January 15, 2027. If it hasn’t earned its place by then, walk away and take your data with you. See the offer.
Annual billing is 10 times the monthly price: two months free. Change plans whenever you need to. Payments are processed securely by Stripe. Full pricing details.
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.
Can we import everything from AgencyBloc?
Clients and policies come over from an AgencyBloc spreadsheet export. Upload it yourself, or have our team run the import for you. Documents and email history stay in AgencyBloc for now, so keep that login until you have pulled what you need.
Do I keep my RingCentral number and texting line?
Yes. AgencyView connects to the RingCentral account you already have, on every plan, so your published number and your texting line stay exactly where they are. Nothing gets ported.
Our contract renews in the middle of AEP. Do we have to switch mid-season?
No. Start free with no card and run AgencyView next to what you use today. Bring your book over when you are ready, yourself or with our team doing the import, so a renewal date never forces a move in the middle of AEP.
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.
Who is AgencyView not for?
If you need HITRUST or SOC 2 reports for your own clients, downline payout statements with splits and overrides, or group benefits quoting, AgencyView is not the right fit today. Our AgencyBloc comparison says where an established system fits better.
Run your whole agency from one screen.
Fifteen minutes inside the live platform beats any tour page.
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Solutions: Insurance agency management software · Medicare agent CRM · ACA agent CRM · Downline management · Commission tracking · HIPAA compliance tools · Call recording and coaching · AgencyBloc alternative · GoGuruX alternative · Agent CRM alternative · Pricing
AgencyView · 30 N Gould St, Sheridan, WY 82801 · (307) 888-4133 · admin@agencyview.net