News from AgencyView
Announcements, the company boilerplate, logos, and a media contact. Everything on this
page may be republished with attribution and a link back.
Press releases
- AgencyView Launches Request Documents: Insurance Agents Text Clients a Link, and Documents Come Back From the Client’s Phone Filed to Their Record and Read — October 10, 2026. Agents text or email clients a link; clients photograph documents on their phone; AgencyView files each one to the client and reads it into the record.
- AgencyView Launches a HIPAA-Ready Printer for Insurance Agencies That Sends Anything Printed on an Office Computer Straight to Encrypted Storage and Leaves Nothing Behind — September 29, 2026. AgencyView’s new zero-footprint printer sends printed client documents to encrypted storage and a review queue, and erases them from the office computer.
- AgencyView Launches ACA Marketplace Book of Business, a Report That Shows Which Marketplace Clients an Agency Still Holds, Who Moved to Another Agent and When, and Who Needs Attention — September 26, 2026. A new AgencyView report shows an agency’s active Marketplace clients, moves to other agents and when, terminations, $0 APTC and payments at risk.
- AgencyView Launches AEP Review, Which Checks Every Medicare Client’s Plan Against Next Year’s CMS Data and Puts the Clients Who Lose the Most First — September 24, 2026. AEP Review ranks every Medicare client by what next year’s plan does to them: plan exits, dropped drugs, higher drug costs, ANOC changes and cheaper plans in the county.
- AgencyView Launches Book Growth & Retention, a Month-End Report of the Clients an Agency Gained, Kept and Lost — September 24, 2026. AgencyView’s new month-end report shows clients on book, new and lost clients by reason, retention and placement exceptions, saved as each month closes.
- AgencyView Integrates HealthSherpa for ACA and Medicare Quoting and Enrollment From the Client Record — September 14, 2026. AgencyView announces its HealthSherpa integration: ACA quoting and enrollment from the client record through the HealthSherpa API, automatic Medicare contact sync through the HealthSherpa Medicare partner API, and enrollment and policy status written back to AgencyView.
- AgencyView Partners With ComTrack to Deliver Integrated Commission Processing for Insurance Agents and Agencies — September 7, 2026. AgencyView announces a partnership with ComTrack (comtrack.io) for integrated commission processing: nightly statement sync, per-client commission history, monthly earnings, and clawback alerts, included in the platform price for agents and agencies.
- AgencyView Adds a CFO Center That Shows Insurance Agencies Where Their Commission Income Comes From, What Is Being Clawed Back, and Which Carriers Stopped Reporting — September 6, 2026. AgencyView announces the CFO Center, a finance module for insurance agencies that turns nightly-synced commission statements into income, clawback, receivables, carrier, growth, month-close, and valuation views.
- AgencyView Launches HIPAA Compliance Center for Insurance Agencies — September 6, 2026. AgencyView announces the HIPAA Compliance Center, a built-in module that records every access to protected health information and produces the reports an auditor asks for.
About AgencyView
AgencyView is the all-in-one agency management and commission tracking platform for insurance agencies. It brings clients, policies, commissions, and compliance behind one login: quote-to-enrollment workflows, AI commission reconciliation against carrier statements, agency hierarchy and split management, call coaching, and HIPAA-compliant client records. AgencyView is built for independent agents, agencies, and the FMOs and IMOs that support them. Learn more at agencyview.net.
Media contact
For interviews, product briefings, screenshots, or a comment on a story, write to
media@agencyview.net.
AgencyView
30 N Gould St, Sheridan, WY 82801
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