A modern AgencyBloc alternative built for health & life agents
AgencyBloc is a capable, established platform — but it's priced and built for mid-size agencies. If you're an independent agent or a growing team, you may want an all-in-one system without the enterprise price tag. AgencyView brings your entire book of business into one place: leads, clients, commissions, contract tracking, and payroll.
Why agents switch from AgencyBloc to AgencyView
One system for your whole book of business — instead of a stack of add-on modules priced for larger agencies.
All-in-one, no add-on stack
Leads, intake forms, clients, ACA and Medicare quoting, commissions, contract tracking, and payroll live in one workspace. You don't license separate modules like Commissions+, Engage+, and Quote+ on top of your core system.
Built for individuals and lean teams
You don't have to be a mid-size agency to get full value. Start free on the Newly Licensed plan, or move to a paid agent plan from $29/month as your book grows.
Focused on health & life
Purpose-built for the health and life insurance workflow, with 60+ carriers supported out of the box — not a general tool adapted after the fact.
AgencyView vs AgencyBloc at a glance
Comparison reflects publicly available information as of 2026. Verify current details on each vendor's site.
Moving your book over
What switching actually takes: how your clients, policies, and commission history come in, who helps, and what your first week looks like.
How your data comes in
You don't have to import anything yourself. We send you a simple template for your clients and policies, you fill it out, and we import it for you. Don't want to fill out a template? Send us your carrier exports and we'll move everything into it ourselves. Carrier commission statements come in as the files your carriers already send you, and AgencyView matches each row to the policy on your book.
Who helps you move
Onboarding is done by Chase, the founder, the same person who builds AgencyView. After you sign up you'll get an email inviting you to an onboarding call, and you can book one anytime from the Help button in the left-side menu. On the call we set up your account so you can start entering clients and policies, and leads if you work them. If you'd rather not map carrier statements yourself, we can process them for you at $0.25 a row.
How long setup takes
Importing your book takes anywhere from a couple of hours to a day. Account setup takes as little as 10 minutes for a solo agent. For an agency adding custom contracts and onboarding its agents, it takes a couple of hours.
Your first week
Day one: sign up (the free plan needs no credit card), send us your filled-out template or your carrier exports, and book your onboarding call.
Within a day: your clients and policies are imported.
Then: if you run an agency, set up your contracts and bring your agents on. Upload your first carrier statement and see what was paid, what's outstanding, and what's still owed.
Frequently asked questions
Is AgencyView cheaper than AgencyBloc?
For most agents, yes. AgencyView starts free, paid individual plans begin at $29/month, and the Agency plan — which adds downline management, commission splits, and payroll — is $199/month with 5 users included. AgencyBloc's Grow plan is listed at $109 per user per month. Pricing reflects publicly available information as of 2026.
Does AgencyView include commission tracking like AgencyBloc's Commissions+?
Yes. Commission tracking is built into every AgencyView plan, including the free Newly Licensed plan, with residual commission tracking and carrier statement matching — no separate add-on module required.
See AgencyView in action
Bring your whole book of business into one place — leads, clients, commissions, contract tracking, and payroll. Start free, 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