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, write, and enroll clients directly from the client record—without jumping
between platforms.
AI Commission Reconciliation
Automatically process carrier statements, match policies, calculate splits, and surface
missing or incorrect commissions.
Agency Hierarchy & Splits
Manage uplines, downlines, LOAs, overrides, and distribution rules
automatically—at every level.
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.
Straightforward plans, no per-seat surprises.
Starter — $159 per month
Perfect for independent agents getting started with automation. 1 agent account and
2 CSR accounts, basic commission tracking, policy and lead management, 3 carrier statement
parsers, standard mobile app access, and email support with 24 hour response.
Professional — $299 per month
Ideal for expanding agencies that need automated splits and performance tools. Up to
25 agents and producers, advanced commission splitting rules, custom hierarchy and team
overlays, unlimited carrier statement parsers, lead routing automation, performance
tracking and leaderboards, and priority support under 2 hours.
Enterprise — Custom
For large multi-office firms that need bespoke integrations. Unlimited agents and
admins, full white-label custom branding, multi-carrier real-time API, customized carrier
statement adapters, a dedicated account manager, an uptime SLA, and SOC 2 compliance
package support.
Every plan includes the core platform and a 14-day free trial. 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
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