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Insurance agency management software, built for health and Medicare agencies
AgencyView puts clients, policies, quoting, commissions, calls and compliance behind one login. It is built for independent agents, agencies and the uplines that manage a downline. Plans start at $159 a month, with a 14-day free trial.
What AgencyView is
AgencyView is an agency management system (AMS) and a CRM built for the way health insurance agencies work. Every client record holds the household, policies, medications, doctors and health conditions together, so the next renewal, the next quote and the next service call all start from the same place.
It is designed for agents who sell Medicare, ACA and life insurance, and for the agency owners who manage the producers, customer service reps and loan-of-authority agents working under them.
What it covers
- Built-in CRM — Contacts, households, policies, tasks and a unified inbox for text, email and live chat. Smart lists surface clients turning 65, turning 26, with birthdays coming up, or holding more than one policy.
- ACA quoting — Live Marketplace quotes through HealthSherpa from the client record. See ACA health insurance agent CRM.
- Medicare workflows — HealthSherpa for Medicare connected to the CRM, a turning-65 pipeline and automatic pending policies on submission. See Medicare agent CRM.
- Commission tracking — Every paid commission matched to the client, with alerts for missing payments and chargebacks. See insurance commission tracking software.
- Agency hierarchy — Sub-agencies, producers, join codes, CSR and LOA seats, and downline visibility. See downline management for FMOs, IMOs and agencies.
- Calls and coaching — RingCentral recordings, transcription and AI call review. See call recording and coaching.
- Compliance — MFA, audit logs, session controls, a BAA register and a HIPAA Compliance Center. See CRM with HIPAA compliance tools.
Who it is for
- Independent agents — who want quoting, the CRM and commission tracking in one place without stitching five subscriptions together.
- Agencies — with producers, CSRs and LOA agents who need one book of business, shared seats and a view of every downline.
- Uplines, FMOs and IMOs — that recruit with join codes and need to see production across sub-agencies. Our guide to FMOs explains how the structure works.
Comparing options
If you are weighing AgencyView against an established AMS, our AgencyBloc alternative page compares the two using only what each company publishes, including where AgencyBloc is the better fit. The practical guide to choosing a CRM for insurance agents covers the questions to ask any vendor.
AgencyView at a glance
| What it is | AgencyView is agency management software and a built-in CRM for health, Medicare, ACA and life insurance agents and agencies. |
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| Website | agencyview.net |
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| Pricing | Starter $159 per month (1 agent seat and 2 CSR seats). Professional $299 per month (4 agent seats and 2 CSR seats; extra agent seats $19.99 per month each). Enterprise pricing is custom. |
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| Free trial | 14 days. No credit card is needed to start. |
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| Quoting and enrollment | ACA Marketplace quotes run inside AgencyView through HealthSherpa, and selecting a plan creates a pending policy on the client. Medicare quoting and enrollment run in HealthSherpa for Medicare, connected to the CRM. |
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| Commissions | Commission tracking through the ComTrack partnership: every paid commission mirrored and matched to the client, with missing-payment and chargeback alerts, plus the CFO Center reports. |
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| Calls | RingCentral integration with call recordings, transcription (1,000 minutes per seat per month included) and AI call coaching. |
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| Security | Role-based access, authenticator-app MFA (required for admins), a 60-minute idle timeout, audit logs and a HIPAA Compliance Center. AgencyView signs a BAA with agencies. |
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| Company | AgencyView, 30 N Gould St, Sheridan, WY 82801. (307) 888-4133. admin@agencyview.net |
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Questions agents ask
What is AgencyView?
AgencyView is insurance agency management software with a built-in CRM for health, Medicare, ACA and life insurance agents and agencies. It combines client records, ACA quoting, Medicare workflows, commission tracking, call coaching and compliance tools in one platform at agencyview.net.
How much does AgencyView cost?
Starter is $159 per month with 1 agent seat and 2 CSR seats. Professional is $299 per month with 4 agent seats and 2 CSR seats, and extra agent seats are $19.99 per month each. Enterprise pricing is custom. Every plan starts with a 14-day free trial that needs no credit card.
Does AgencyView include quoting?
Yes for ACA: agents run live Marketplace quotes through HealthSherpa inside AgencyView, and choosing a plan creates a pending policy on the client. Medicare quoting and enrollment happen in HealthSherpa for Medicare, which is connected to the CRM.
Is there a free trial?
Yes. Every plan starts with a 14-day free trial, and no credit card is needed to start it.
Built for every part of an insurance agency
- Medicare Agent CRM — Turning-65 lists, HealthSherpa for Medicare sync, automatic pending policies and SOA capture.
- ACA Health Insurance Agent CRM — Live Marketplace quotes through HealthSherpa, pending policies and twice-daily status sync.
- FMO, IMO & Downline Management — Sub-agencies, join codes, CSR and LOA seats, and downline visibility for uplines.
- Insurance Commission Tracking — Commissions matched to clients, missing-payment and chargeback alerts, and the CFO Center.
- CRM with HIPAA Compliance Tools — MFA, audit logs, session controls, a BAA register and a HIPAA Compliance Center.
- Call Recording & Coaching — RingCentral recordings, transcription, AI call review, a live Call Wall and bulk texting.
- AgencyBloc Alternative — An honest comparison from each company's own pages, including where AgencyBloc fits better.
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