For immediate release · September 24, 2026

AgencyView Launches Book Growth & Retention, a Month-End Report of the Clients an Agency Gained, Kept and Lost

Each month is counted by client, not by policy, checked before anyone signs it, and saved when the month closes, with a Loss Reason on every ended policy and alerts for policies that never took hold.

SHERIDAN, WYO. — September 24, 2026 — Book Growth & Retention is a month-end report in AgencyView, the all-in-one agency management and commission tracking platform for insurance agencies, launched today. It tells an agency how many clients are on its book, how many it gained and lost that month and why, and which policies were written but never took hold. Each month is saved automatically once it closes, so the figures an agency signs off for August are the figures it still sees in December. The report is live now in AgencyView under Analytics and in the sidebar as Book Growth Report.

The Book Growth & Retention report for August 2026: prepared by one person and reviewed by another on 09/23/2026, marked Reviewed and locked, with 69 clients on book broken down by line of business. — The August report, prepared, reviewed and locked. Captured from the AgencyView Agency Demo account.

The report counts clients, not policies. A household with a marketplace plan and a dental plan is one client, counted once under its primary line (Marketplace / ACA first, then Medicare, Dental & Vision, Life and Annuities) and that policy’s carrier. A new policy for an existing client shows under policies written, not as a new client, and a client who leaves is counted as lost once, however many policies ended with them.

“An agency should be able to say, at the end of every month, how big its book is, what came in, what went out and why. We built this so the number is counted the same way every month, checked before anyone puts their name on it, and never quietly changes afterward.”
— AgencyView, in a company statement

What the report shows

Clients on book: distinct clients with at least one policy in force on the last day of the month, broken down by line of business and by carrier.
Growth and retention: clients enrolled, clients lost, net growth, and the retention rate, calculated as clients at the start of the month minus those lost, divided by clients at the start, so new enrollments cannot inflate it.
Movement by line: enrolled and lost clients for each line of business, with losses split into canceled, termed, AOR lost and other.
Placement exceptions and book accuracy: clients whose policy has not taken hold, and the share of the book with no open exception and no unexplained hold.
Premium under management on the Marketplace line, one primary policy per client.
A monthly trend, with saved months shown solid and earlier months estimated from policy dates and marked as estimates.
A print view, and a plain-language definition of every number on the page.

The Movement this month table: enrolled, canceled, termed, AOR lost and other clients for Marketplace / ACA, Medicare, Dental & Vision, Life and Annuities, with a total row. — Movement by line of business. Losses are split by the Loss Reason recorded on each policy.

A Loss Reason on every ended policy

Policies in AgencyView now carry a Loss Reason, offered once a policy is termed, cancelled or inactive: Canceled – never effective, Termed – nonpayment, Termed – voluntary, AOR change, Moved to Medicare, Deceased, or Other. Two of them fill themselves in. A nightly sweep records Deceased when the client is marked deceased, and Moved to Medicare when an under-65 health plan ends while the client holds active Medicare. Nothing else is guessed. A lost client with no reason is counted by the policy’s status instead and is flagged in the report, so a lost AOR is never hidden among ordinary terminations.

A termed ACA policy in AgencyView with the Loss Reason list open, showing Canceled – never effective, Termed – nonpayment, Termed – voluntary, AOR change, Moved to Medicare, Deceased and Other. — The Loss Reason on a termed policy.

Policies that never took hold

A written policy is not a placed policy. AgencyView now raises a Placement alert on the client when a policy is still pending 14 or more days after its effective date, and, for agencies connected to HealthSherpa, when HealthSherpa reports that an ACA plan’s first premium was not paid after the plan started, that a premium is past due, or that the plan is in its grace period. Each alert clears itself once it no longer applies. Commission alerts from ComTrack for policies that were never paid, or paid but are now inactive, count toward the same exceptions.

A client record in AgencyView showing a Placement contact alert: an Ambetter from Peach State Health Plan policy still pending 53 days after its 08/01/2026 effective date, with a note that the alert clears itself once the policy is marked Active or Cancelled. — A Placement alert on the client record, raised by the nightly policy sweep.

Checked and signed off

Before a month is signed off, the report runs its own data checks: lines of business and carriers add up to the book, policy status and end dates agree, every in-force policy belongs to a client, every inactive client has a reason, every lost client has a loss reason, no urgent operations tasks were left open at month-end, and, for agencies connected to ComTrack, the commission book matches the CRM. A check that does not pass needs a written note from the person preparing the report before the month can go for review.

Anyone who can open the report can prepare it, including a CSR seat. It is reviewed by an agency admin who did not prepare it, who can approve it or send it back with a note. Once reviewed, the month is locked.

The Data checks section of the report: the ComTrack roster check, the inactive-client check, the loss-reason check showing one missing, and the urgent-tasks check showing two open, each with the preparer’s note. — Data checks with the preparer’s notes, as the reviewer sees them.

Saved when the month closes

A server job saves each month’s figures on the first day of the following month. After that the month does not change, even if a policy is back-dated or corrected later, so a report shared with a partner or an FMO still matches what the agency sees. Months from before an agency started using the report are worked out from policy dates and labeled as estimates.

The Monthly trend chart: clients on the book at each month-end from January 2025 to August 2026, with June, July and August 2026 shown as saved months and earlier months as estimates. — The monthly trend. Solid bars were saved as the month closed; pale bars are estimates.

When is it available?

Book Growth & Retention is live now for every AgencyView agency with a connected CRM. Agency admins, sub-agency admins, independent agents and CSR seats can open it. AgencyView plans start at $159 per month with a 14-day free trial. Future announcements will be posted to the AgencyView newsroom.

About AgencyView

AgencyView is an agency management platform and built-in CRM for health, Medicare, ACA and life insurance agents and agencies, with clients, policies, commissions and compliance behind one login. Agents quote ACA Marketplace plans through HealthSherpa from the client record, and selecting a plan creates a pending policy. Commissions arrive through the ComTrack partnership and are matched to each client, with an alert when a payment stops, never starts or comes back as a chargeback. AgencyView connects an agency’s existing RingCentral account for call recording, transcription and AI coaching, and it signs a HIPAA Business Associate Agreement with every agency. Plans start at $159 per month for one agent and two customer service seats, and every plan includes a 14-day free trial with no credit card. AgencyView is based in Sheridan, Wyoming, serves independent agents, agencies, and the FMOs and IMOs that support them, and is online at agencyview.net.

Media contact

AgencyView
30 N Gould St, Sheridan, WY 82801
media@agencyview.net
https://agencyview.net/press