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A Medicare agent CRM that keeps up with the calendar
Medicare work runs on dates: birthdays, election periods, effective dates and renewals. AgencyView keeps every Medicare client, household and policy in one record and connects it to HealthSherpa for Medicare, so a submission shows up in your book without re-keying it.
Find every client before they turn 65
Smart lists in the CRM show clients turning 65 within six months, within three months, and this month. A scheduled sweep also sends every contact within nine months of turning 65 to your HealthSherpa for Medicare account, so they are ready to quote when you call.
HealthSherpa for Medicare, connected to the CRM
- One-click connection — Each agent connects their own HealthSherpa for Medicare account.
- Contacts pushed across — Client details, including the Medicare number (MBI), move from the CRM to HealthSherpa so you do not type them twice.
- Pending policy on submission — When an application is submitted in HealthSherpa, a pending policy is created on the client record automatically.
Quoting and enrollment for Medicare Advantage, supplement and drug plans happen inside HealthSherpa. AgencyView is where the client, the policy and the commission live afterward.
The whole client, not just a phone number
Each record holds the household, current medications, doctors (looked up from the national NPI registry) and health conditions, with duplicate checks before anything is added. That is the information a plan comparison needs, kept where the next agent or CSR can find it.
Scope of Appointment and compliance records
Intake forms can include a Scope of Appointment section, and signed SOAs can be uploaded to the client record as compliance documents. Calls recorded through RingCentral can be transcribed and reviewed, and every record is behind role-based access with an audit trail.
Know when a Medicare commission does not arrive
Through the ComTrack partnership, paid commissions are matched to each client, and AgencyView raises an alert when a client who used to pay stops paying, or when a chargeback lands. The CFO Center turns the same data into retention, receivables and chargeback-exposure reports.
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
Can I quote Medicare plans inside AgencyView?
Medicare quoting and enrollment happen in HealthSherpa for Medicare, which connects to AgencyView. Contacts are sent from the CRM to HealthSherpa, and a submitted application creates a pending policy on the client record automatically.
Does AgencyView track clients turning 65?
Yes. Smart lists show clients turning 65 within six months, within three months and this month, and a sweep sends contacts within nine months of turning 65 to HealthSherpa for Medicare.
Does it store Scope of Appointment forms?
Yes. Intake forms can include a Scope of Appointment section, and signed SOAs can be uploaded to the client record as compliance documents.
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