Built for Health & Life Insurance
The CRM and agency management system that runs your entire health & life agency
Leads, clients, intake forms, Medicare and ACA quoting, HealthSherpa enrollment, commissions, contract tracking, payroll, and downline management. One platform, built for health and life insurance agencies.
Free plan, no credit card required. Your clients' health data stays in your account, Medicare IDs and policy numbers are encrypted, and we never sell your data. Here's what we store.
★★★★★ Rated 5.0 on Capterra from 6 reviews (Oct 2026) · Read our reviews on
see it in action
Built different. See for yourself.
Watch how AgencyView handles commissions, clients, and your entire downline - in one platform.
Advances that haven't arrived by their expected pay date, flagged before they slip through the cracks.
Every residual period on one policy, plus what the agency, agent, manager and hierarchy have been paid since inception.
Run an agent's payroll straight from commission data, with advances, renewals and debit balance in one summary.
FEATURES
Everything your agency needs, nothing it doesn't
Built from the ground up for the way insurance agencies actually operate — not adapted from a generic CRM.
Lead Management
Capture, track, and convert leads with customizable pipelines, automated follow-up, and integrated calendar scheduling.
Client & Policy Tracking
Full client profiles with policy history, carrier details, beneficiaries, and document storage in one place.
Commission Tracking
Upload carrier commission files, auto-match records, track chargebacks and debit balances. Commission statements for downlines generated automatically.
Downline Management
Manage downline agents and agencies, track override commissions, and run downline payroll with full audit trails.
Contract & License Tracking
Keep a record of the carrier contracts you hold and your agents' licenses across all 50 states, and filter your roster to see what's coming up for renewal.
Agency Payroll
Run payroll for your agents directly from your commission data. Downloadable PDF statements and full debit/credit accounting built in.
Medicare & ACA Quoting + HealthSherpa Enrollment
NEWQuote Medicare Advantage, Part D, and Special Needs plans by ZIP and county. See drug cost estimates (retail and 90-day mail order, including Extra Help), star ratings, premiums, and benefits side by side. Quote on- and off-marketplace ACA medical plans with net premiums after subsidy, deductibles, and out-of-pocket maximums. Enrollment for both ACA and Medicare happens in HealthSherpa. AgencyView sends you there from the lead or client record, and you finish the enrollment in your own HealthSherpa agent account. Save quotes to the record, send a branded quote PDF, and pre-fill any quote from a lead, client, or intake form in one click.
Medicare & ACA Client Intake Forms
NEWShare your intake link or QR code, which opens a form branded with your photo and logo. You can also email a personal link to an existing lead or client. Clients enter contact and household details, doctors, prescriptions, current coverage, and income. They sign Scope of Appointment and Permission to Contact consent, saved as a PDF on the record. New submissions create a lead automatically, possible duplicates are flagged for review, and intake answers pre-fill your Medicare and ACA quotes.
60
+
Carriers Supported
25
+
products supported
100
%
Insurance-Specific
1
Platform
Replaces 15+ Tools
From agents using it
What agents say after making the switch
"Simplicity and ease! Never have I been so impressed with how easy it was to run my commissions!"
Dylan M. · Agency Owner
"My favorite thing was that they helped import my client list, which is always the hardest part for an existing agency."
Eric C. · Independent Agent
"How simple it is to process payroll. I can process a very large statement, even multiple statements at the same time."
Steve P. · Agency Owner
Built by an agent who needed it
I'm Chase Catalano. I started as an independent agent and soon opened my own agency, a call center. By 2018 I'd taken spreadsheets as far as they could go (and I was good at spreadsheets), so I started building AgencyView as our internal tool. Back then AgencyBloc was the only real option for agency commission tracking. Nobody I knew in the industry was impressed by it, wanted to pay for it, or actually used it for commissions. In 2025 I closed the agency, sold my book, and turned AgencyView into the platform you see today.
I also have a background in hospitality, and customer service is everything to me. When you have an issue I answer in minutes, not hours, and I'll keep it that way no matter how big AgencyView gets. If a feature would help you run your book or your agency better, I want to hear about it. I'll work to make it part of the AgencyView ecosystem.
Chase Catalano, founder · info@myagencyview.com
Connect with me on LinkedIn →Who It's For
Built for agencies of every size
Whether you're a solo agent or running a large multi-level agency, AgencyView scales with you.
01
Solo / Independent
Independent Agents
All the tools you need to run a professional agency on your own — without the complexity of enterprise software.
Manage all your leads and clients in one place
Track commissions from every carrier automatically
Track carrier contracts and license renewals
Calendar, tasks, and follow-up reminders built in
02
call center / Multi-Level
Agency Owners & Managers
Scale your operation with powerful tools for managing agents, overrides, downline hierarchies, and agency-wide reporting.
Downline agent hierarchy and override tracking
Run agency payroll directly from commission data
Aggregate reporting across all agents and books of business
Custom commission rules, splits, and contract management
Pricing
Simple, transparent pricing
No hidden fees, no per-seat surprises. Pick the plan that fits your agency and grows with you.
Agent Plans
Newly Licensed
For agents just getting started building a Book of Business.
Free
Free for good, no credit card. Replaces the commission spreadsheet.
All Carrier Contracts Unlocked
Unlimited Lead Data
25 Clients or 25 Policies
Calendar w/ Appointment Automation
Commission Tracking
Residual Commission Tracking
Custom Contract Creation
ACA Health Insurance Quoting
Medicare Quoting (MA, Part D & SNP)
ACA & Medicare Enrollment via HealthSherpa
Medicare & ACA Client Intake Forms
Most Popular
Independent Agent
For the agent who's got a footing in the industry.
$
29
/month
Replaces the spreadsheet and the second subscription.
Outgrew 25 clients? $29 moves you to 50.
Everything in Newly Licensed +
50 Clients or 50 Policies
Insurance Broker
For the agent with a solid book of business earning residuals.
$
49
/month
Every residual on your whole book, for less than one seat elsewhere.
Past 50 clients or policies? $49 removes the cap.
Everything in Independent Agent +
Unlimited Clients
Unlimited Policies
Agency Plans
Agency
For small and large agencies alike, our aim is to simplify monitoring and growing your business.
$
199
/month
$20/month per additional user
5 users for $199, about $40 a user. Per-seat CRMs charge $85 for the first seat alone.
Adding a downline? Payroll and overrides come with it.
Everything in Insurance Broker +
5 Users at base price
Admin / Manager / Customer Service / Agent User Types
Custom Contracts for Agents and Managers
Payroll Commission Processing
Enterprise
Custom Builds
Require additional features or custom solutions? Contact us for a quote!
$300
/month + Agency
$2,000
base build fee
Everything in Agency +
Custom Features Built to Spec
All base product features included
White-Labeled Branding — Your Logo & Colors
Separate Database
Dedicated Server Instance
Add the Marketing Suite — $50/mo, any plan
Dialer, SMS, email, funnels, and automation. Flat per account, not per agent — plus usage-based calling with $10 of usage included each month.
Paid plans are billed monthly through Stripe. Your clients' health data stays in your account, sensitive IDs are encrypted, and we never sell your data. See what we store.
Get Started Today
Ready to run your agency smarter?
Join agencies across the country who use AgencyView to manage their business. Sign up free — start with our free Newly Licensed plan, no credit card required.
FREE DOWNLOAD
Not ready to talk? Take the tracker instead.
A free spreadsheet that tracks commissions and residuals side by side and flags every policy that has paid you less than it should have. Yours to keep, no strings.
© 2026 AgencyView · Built and supported by founder Chase Catalano · info@myagencyview.com