Call recording and AI coaching for insurance agents
Every call an agent makes is a compliance record and a coaching opportunity. AgencyView pulls RingCentral calls and recordings onto the client record, transcribes them, and turns them into coaching a manager can act on.
RingCentral, connected to the client record
Connect your agency's RingCentral account and calls, recordings and click-to-call appear on the client record. Past call history can be backfilled.
Transcription included
Recorded calls are transcribed automatically. Every plan includes 1,000 transcription minutes per seat per month, pooled across the agency, and top-up packs of 1,000 minutes cost $21.
AI call review and coaching
- Coaching dashboard — Review calls by agent and spot patterns across the team.
- AI review queue — Calls flagged for a manager to look at.
- Live suggestions — Coaching suggestions for the agent on the call.
The Call Wall and bulk texting
The Call Wall is a live board of every extension's status, so a manager can see who is on the phone right now. Bulk text campaigns send from the agency's own RingCentral number at a controlled pace and inside a send window.
Need words for the call itself? The free call script library in the Agent Hub has scripts for Medicare, ACA and life calls.
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
Does AgencyView record calls?
Calls are recorded by RingCentral. AgencyView connects to your RingCentral account, pulls the calls and recordings onto the client record, and transcribes them.
How many transcription minutes are included?
Every plan includes 1,000 transcription minutes per seat per month, pooled across the agency. Top-up packs of 1,000 minutes cost $21.
Start your 14-day free trial · Try the interactive demo
What is call recording and AI coaching for insurance agencies?
Call recording and AI coaching is a way for an insurance agency to record sales calls, turn each call into a transcript, and score it so managers coach from evidence rather than memory. AgencyView connects the RingCentral account an agency already has, on every plan, instead of replacing the agency’s phone system. Each seat includes 1,000 minutes of transcription per month, and every transcribed call is scored and summarized for review. A live Call Wall shows which agents are on calls right now, and bulk texting runs from the same RingCentral line. CMS requires agents and other third-party marketing organizations to record Medicare Advantage and Part D sales calls with beneficiaries, so stored recordings also serve as compliance records. Agencies that sell Medicare or ACA plans by phone, and the managers who coach those agents, are the intended users.
Sources: RingCentral · eCFR: 42 CFR 422.2274, agent, broker and third-party requirements