Downline management for agencies, FMOs and IMOs
An agency is a hierarchy: owners, sub-agencies, producers, CSRs and loan-of-authority agents, each seeing the right part of the book. AgencyView models that structure, lets you recruit into it with join codes, and gives uplines a view of their downline's clients.
Your hierarchy, on one page
The agency page shows sub-agencies and producers under you, their join codes and their seat status. Moving an agent or removing one updates the hierarchy automatically.
Recruit with join codes
Each agency gets separate join codes for captive and independent agents. An agent who signs up with your code lands in the right place in your hierarchy, and a licensed-agent check using their National Producer Number is built into signup.
CSR and LOA seats that share the agency book
Customer service reps and LOA agents are added from the team panel and work inside the agency's own CRM, not a separate account, so they see the same clients and the owner keeps control of the book. CSR seats are included with every plan.
See your downline's clients
Uplines can view the contacts of the agents beneath them, so a manager can see pipeline and service needs without asking for a spreadsheet.
Commission reporting across the agency
Commission data from the ComTrack partnership feeds missing-payment and chargeback alerts and the CFO Center, which reports retention, receivables, carrier concentration and chargeback exposure. Override and split payouts to downline agents are not calculated in AgencyView today.
New to the structure? Our guide to Field Marketing Organizations explains how FMOs, IMOs, NMOs and MGAs fit together and how commissions and overrides flow.
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 AgencyView manage an agency hierarchy?
Yes. AgencyView models agency owners, sub-agencies and producers, recruits agents into the hierarchy with captive and independent join codes, and lets uplines see their downline's contacts.
Does AgencyView pay overrides to downline agents?
Not today. AgencyView tracks paid commissions through ComTrack and reports on them, but it does not calculate or pay override and split payouts to downline agents.
Can CSRs and LOA agents use AgencyView?
Yes. CSR and LOA seats are added from the team panel and work inside the agency's own CRM. Every plan includes 2 CSR seats.
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What is downline management?
Downline management is the work of tracking every agent, sub-agency and assistant who writes business under an agency, FMO or IMO, and seeing their production in one place. In AgencyView, an upline recruits producers with join codes, adds customer service and LOA seats, and sees each sub-agency’s clients and policies from its own login. The Professional plan includes four agent seats and two customer service seats for $299 per month, and each extra agent seat costs $19.99 per month. Commission tracking shows what each producer’s book has been paid through the ComTrack partnership, with chargeback alerts on the clients involved. AgencyView does not calculate split or override payouts, so an agency that pays its downline from carrier statements still needs a payout tool. CMS limits what Medicare Advantage and Part D agents can be paid, which makes accurate production records part of staying compliant.
Sources: eCFR: 42 CFR 422.2274, agent, broker and third-party requirements · ComTrack · NIPR: producer licensing center