A Medicare agent CRM that keeps up with the calendar
A Medicare agent CRM is a client record built around the dates Medicare work runs on: 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. |
|---|---|
| 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 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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What is a Medicare agent CRM?
A Medicare agent CRM is a client database built around the Medicare sale: turning-65 dates, plan enrollments, Scope of Appointment records and the annual plan review. In AgencyView, Medicare-eligible clients stay in sync with HealthSherpa for Medicare, and an enrollment submitted there comes back to the client record as a pending policy. CMS marketing rules require a documented Scope of Appointment before a personal marketing appointment for Medicare Advantage or Part D, so signed SOAs are stored on the client as compliance documents. Each fall the AEP Review queue compares every active Medicare policy with CMS plan data for the coming year and puts clients facing a plan exit first. The Medicare CRM is part of every AgencyView plan, which starts at $159 per month for one agent and two customer service seats. Licensed agents and agencies that sell Medicare Advantage and Part D plans are the intended users.
Sources: eCFR: Medicare Advantage marketing and communications, 42 CFR Part 422, Subpart V · Medicare.gov: when you can join or switch plans · CMS: Medicare Advantage and Part D contract and enrollment data