For immediate release · September 29, 2026

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

Agents print from any Windows program to “AgencyView Documents.” The PDF goes directly to encrypted storage, appears in AgencyView within seconds for staff to file to the right client, and is erased from the computer. Setup takes about five minutes per computer.

SHERIDAN, WYO. — September 29, 2026 — AgencyView Documents is a HIPAA-ready printer with zero footprint, launched today by AgencyView, the all-in-one agency management and commission tracking platform for insurance agencies. An agent prints from any Windows program to the AgencyView Documents printer; the PDF travels directly from the computer to encrypted storage, appears in AgencyView under Printed Documents within seconds, and is overwritten and deleted from the computer as soon as it is received. Staff open it there and file it to the right client. It is live now for every AgencyView agency.

A printed sample Scope of Appointment open in AgencyView: the PDF on the left, and on the right the document type set to Scope of Appointment, a contact search for the client, and the File to this client button. — A printed document open for review. The document is a labelled sample and the client is a test contact.

“Agencies still print: a Scope of Appointment signed at the desk, a copy of an ID card, a carrier letter. The copy that ends up in a downloads folder or on a shared drive is the one nobody is tracking. We built a printer that sends the document to one encrypted place, puts it in front of the people who file it, and leaves nothing behind on the computer.”
— AgencyView, in a company statement

What happens when you print

The PDF goes directly from the computer to encrypted storage on AWS, encrypted with a dedicated key. AgencyView has a signed Business Associate Addendum with AWS.
It appears in AgencyView under Client Management, Printed Documents, as Needs Review, usually within a few seconds.
The copy on the computer is overwritten and deleted as soon as AgencyView confirms it received it. The computer’s log records only the document number AgencyView assigned, never the file name.
If the internet is down, the document waits in a folder that only the person who printed it and the computer’s administrators can open, and is sent automatically when the connection returns. The computer retries every five minutes, even with nobody signed in.

The Printed Documents page with one document waiting under Needs Review, showing the document name, who printed it and on which computer, when it was received, and a Review button, with the Printer keys card below. — Printed documents wait under Needs Review until someone files them.

Filing it to the right client

Staff open a document to see the PDF beside a contact search, choose the document type (Scope of Appointment, application, ID card or license, ANOC or EOC, letter, or other) and file it to the client. Anything that is not a client document can be rejected. Filed and Rejected tabs keep a record of both, with who reviewed each one.

The Filed tab listing the sample Scope of Appointment filed to its client with the document type, and a confirmation reading Filed to Jerome Moreau. — Filed documents show the client and the document type.

Built for HIPAA

Only the agency’s own staff can see its printed documents: agency and sub-agency admins, independent agents, LOA agents and CSRs. Clients and other agencies never can.
Opening a document asks for two-factor verification, and every open, filing and rejection is recorded with who did it and when, for the agency’s audit trail.
Each computer has its own printer key. AgencyView keeps only a fingerprint of the key, not the key itself, and an admin can revoke a lost key with one click.

The Printer keys card with a new key just created (blurred), the note that it will not be shown again, the Download PC setup button, and two keys listed with when each was created and last used. — Admins create one key per computer and download the PC setup from the same card. The key is blurred.

Set up in about five minutes

In AgencyView, an admin creates a printer key under Printed Documents, Printer keys, and clicks Download PC setup.
On the office computer, install clawPDF, a free virtual printer for Windows.
Double-click Setup, click Yes, and paste the key. Setup creates the AgencyView Documents printer and configures it.

A two-minute narrated setup video is on the AgencyView blog.

When is it available?

AgencyView Documents is live now for every AgencyView agency. It needs a Windows computer with clawPDF installed, and each print job can be up to 50 MB. 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