An ACA agent CRM where the quote and the client live together
An ACA agent CRM is a client record that carries a Marketplace household from quote to enrollment. Most ACA agents quote in one tab, enroll in another and update their CRM from memory. In AgencyView you run live Marketplace quotes from the client record through HealthSherpa, and the plan you choose becomes a pending policy with its follow-up already scheduled.
Live Marketplace quotes from the client record
Open the quote dialog on any contact, or pop the quote out into its own window, and AgencyView returns live Marketplace plans through your own HealthSherpa connection using the household already on file.
Choosing a plan writes the paperwork for you
- Pending policy — Selecting a plan creates a pending policy on the client with a temporary policy number.
- Follow-up task — A task is scheduled five days after the effective date to confirm the real policy number.
- Enrollment — On-exchange applications open in HealthSherpa to finish. Off-exchange applications can be started as a draft enrollment through HealthSherpa.
Policy status that updates itself
A sweep checks ACA policy status with HealthSherpa twice a day, and agents can refresh on demand. Policy status queues sort the whole book by status, so pending policies do not get lost.
Households, renewals and the turning-26 list
Each record keeps the full household, medications, doctors and conditions. Smart lists show clients turning 26, who are about to age off a parent's plan, and intake forms in English or Spanish can be sent by email or text and write their answers straight into the CRM.
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. |
|---|---|
| Website | agencyview.net |
| 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. |
| Free trial | 14 days. No credit card is needed to start. |
| 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. |
| 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. |
| Calls | RingCentral integration with call recordings, transcription (1,000 minutes per seat per month included) and AI call coaching. |
| 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. |
| Company | AgencyView, 30 N Gould St, Sheridan, WY 82801. (307) 888-4133. admin@agencyview.net |
Questions agents ask
Can I quote ACA plans inside AgencyView?
Yes. Agents run live ACA Marketplace quotes through their own HealthSherpa connection from the client record, and selecting a plan creates a pending policy with a follow-up task.
Where does ACA enrollment happen?
On-exchange applications are completed in HealthSherpa, which opens from AgencyView. Off-exchange applications can be started as a draft enrollment through HealthSherpa.
How does AgencyView keep ACA policy status current?
A sweep checks policy status with HealthSherpa twice a day, and agents can refresh any policy on demand.
Start your 14-day free trial · Try the interactive demo
What is an ACA agent CRM?
An ACA agent CRM is a client database that carries Affordable Care Act Marketplace households from quote to enrollment to renewal. In AgencyView, agents run live Marketplace quotes through HealthSherpa from the client record, and selecting a plan creates a pending policy on that client. Application and policy status sync back from HealthSherpa twice a day, so an agent sees an effectuated or cancelled policy without opening a second portal. CMS requires every agent who helps consumers enroll through the Federally-facilitated Marketplace to complete Marketplace registration for each plan year. ACA quoting is included in every AgencyView plan, starting at $159 per month for one agent and two customer service seats, for agents who already hold a HealthSherpa account. Independent agents and agencies that sell individual and family health plans on and off the exchange are the intended users of the ACA CRM.
Sources: CMS: resources for Marketplace agents and brokers · eCFR: Exchange standards, 45 CFR Part 155 · HealthCare.gov: get help applying · HealthSherpa