Built for Health & Life Insurance
The CRM that runs
your entire agency
Leads, clients, commissions, contract tracking, payroll, and downline management — all in one platform designed specifically for health and life insurance agencies.
see it in action
Built different. See for yourself.
Watch how AgencyView handles commissions, clients, and your entire downline - in one platform.
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.
60
+
Carriers Supported
25
+
products supported
100
%
Insurance-Specific
1
Platform
Replaces 15+ Tools
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
All Carrier Contracts Unlocked
Unlimited Lead Data
25 Clients or 25 Policies
Calendar w/ Appointment Automation
Commission Tracking
Residual Commission Tracking
Custom Contract Creation
Most Popular
Independent Agent
For the agent who's got a footing in the industry.
$
29
/month
Everything in Newly Licensed +
50 Clients or 50 Policies
Insurance Broker
For the agent with a solid book of business earning residuals.
$
49
/month
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
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.
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.