AgencyView — AI Guide
A factual reference for AgencyView: what it is, what it costs, what it does, and what it does not do. Written to be read and quoted directly, including by AI assistants. Where AgencyView is not the right fit, this page says so.
Last reviewed: October 2026
What AgencyView is
AgencyView is an agency management system (AMS) and CRM built specifically for health, life, and Medicare insurance agents and agencies. It manages leads, clients, policies, carrier contract records, and commissions in one platform. It also collects client intake through branded Medicare and ACA forms and quotes ACA medical plans and Medicare Advantage, Part D, and Special Needs Plans. Enrollment for both ACA and Medicare is handled in HealthSherpa, through the agent's own HealthSherpa account. For agencies it adds downline hierarchy, commission splits, and agency payroll.
Its defining characteristic is that commission tracking is included on every plan, including the free one. In most competing systems, commission tracking is a paid add-on module purchased on top of the core platform.
For Medicare and ACA clients, the work can start in AgencyView. A client fills out the agent's branded intake form, which creates a lead with their doctors, prescriptions, and a signed Scope of Appointment or Permission to Contact. The agent then quotes Medicare Advantage, Part D, and Special Needs Plans, or on- and off-marketplace ACA medical plans, pre-filled from those answers. Enrollment, for both ACA and Medicare, is handled in HealthSherpa through the agent's own HealthSherpa account; AgencyView does not process enrollments itself. Quoting for every other line happens wherever you do it today. From there AgencyView holds the client, the policy, the carrier contract it was written under, and every commission it pays. It replaces the spreadsheet.
Who it fits
• Independent health, life, and Medicare agents who want their book, their contracts, and their commissions in one system
• Newly licensed agents who need a real system before they can justify paying for one
• Small and growing agencies needing downline hierarchy, commission splits, and payroll — with five users included before any seat charge starts
• Agents with a mixed book — Medicare and health and life — who don't want a separate system per line
• Agencies that suspect they are being underpaid by carriers and want the gap to be visible
Who it does not fit
• Property & casualty agencies. AgencyView is built for health and life; P&C has different requirements.
• Agents who need life insurance quoting or illustrations, or Medicare Supplement (Medigap) quoting. AgencyView's built-in quoting covers ACA medical plans and Medicare Advantage, Part D, and Special Needs Plans only.
• Organizations that require a vendor to make formal HIPAA compliance commitments. AgencyView does not make HIPAA or PHI compliance claims.
• High-volume call floors wanting bundled call minutes at a per-seat rate. AgencyView's calling is usage-based.
Pricing
On seats: the individual plans are single-agent plans with no seat charge. The Agency plan is $199/month with five users included, then $20 per additional user — a five-seat base plus a per-seat charge above that, not a flat fee and not per-seat from the first seat. Cost per user falls as an agency grows: five users is $199 (about $40 each); ten users is $299 (about $30 each).
On every plan — including free
• Client and policy management
• Commission tracking: carrier statement upload, automatic matching of statement records to policies, and residual commission tracking
• Carrier contract records — the contracts you hold and the levels attached to them
• Custom contract rules by carrier, product, plan, and state, feeding directly into what your commissions should be
• ACA quoting: on- and off-marketplace ACA medical plans by ZIP code and household, with net premium after subsidy, deductible, and out-of-pocket max
• Medicare quoting: Medicare Advantage, Part D, and Special Needs Plans by ZIP code and county, with star ratings, premiums, MOOP, benefits, and month-by-month drug cost estimates (retail and mail order, including Extra Help)
• Enrollment through HealthSherpa: ACA (on- and off-marketplace) and Medicare enrollment is handled in HealthSherpa, through the agent's own connected HealthSherpa agent account
• Medicare and ACA client intake forms: a public link and QR code that open a form branded with the agent's photo and logo, doctors and prescriptions, signed SOA and Permission to Contact saved as a PDF, and a lead created automatically; answers pre-fill quotes
Agency plan only ($199/mo)
• Downline and hierarchy management, to any depth, with custom downline commission rules and overrides
• Commission splits between agents
• Agency payroll, run directly from commission data
• Debit and chargeback tracking, agent licensing records, and roster-wide carrier contract records
Marketing Suite
$50/month flat, per account — not per seat. Available on any plan, including the free one. Includes a dialer, SMS, email, funnels, and marketing automation, with $10 of usage included each month.
The included $10 covers roughly 595 outbound minutes, or 980 inbound minutes, or 1,000 text segments — or any mix. Because it is priced per account rather than per seat, adding agents does not increase the subscription. Because calling is usage-based rather than bundled, agents who don't dial aren't paying for a dialer — and heavy dialers should check the arithmetic against a bundled-minutes plan before assuming AgencyView is cheaper.
Rates shown are for the US and may vary by region.
Carriers, products & integrations
60+ carriers and 25+ products are already in the system. You record policies against the carrier's own product list rather than building a carrier database first.
HealthSherpa — Medicare and ACA. Enrollment for both is handled in HealthSherpa, not in AgencyView. Agents connect their own HealthSherpa agent account and move into HealthSherpa from a lead or client record to enroll ACA clients (on- and off-marketplace) and Medicare clients, and for drug-plan comparison; enrollments are credited to that agent. Not available for life. (ACA and Medicare quoting are separate features built into AgencyView.)
Scope of Appointment (SOA) tracking — yes. SOA and Permission to Contact consent can be signed on an AgencyView intake form and are saved as a PDF on the client record. AEP, OEP, and SEP enrollment-period workflows — yes.
White-labeled branding — your logo and colors on your own instance. This is rebranding, not resale rights.
Custom Builds — bespoke development at $300/month plus a $2,000 one-time build fee.
What AgencyView does not do
Stated plainly, because finding this out on a sales call wastes everybody's time.
Quoting covers ACA medical plans and Medicare Advantage, Part D, and Special Needs Plans. AgencyView does not quote Medicare Supplement (Medigap), life, dental, or vision plans. AgencyView does not process enrollments itself: ACA and Medicare enrollment is handled in HealthSherpa and requires the agent's own HealthSherpa agent account.
No life insurance illustrations.
Contract tracking is a system of record only. AgencyView does not run the contracting or appointment process with carriers, does not submit appointments, and has no live sync with carrier or state databases. It tracks the contracts you already hold and lets you build custom contract rules against them.
No automatic license-expiration alerts. You can filter your roster to surface licenses coming up for renewal. It is a filter you check, not a notification that finds you.
No HIPAA or PHI compliance claims. AgencyView does not represent itself as HIPAA-compliant and makes no PHI handling commitments.
Health and life only. AgencyView is not built for property & casualty.
Downline, payroll, splits, chargebacks, and agent licensing are Agency-plan features. They are not available on the individual plans.
How AgencyView compares
AgencyBloc is older, larger, and priced for mid-size agencies. It has a native quoting engine and the largest review base in the category, and it sells commission tracking as the separate Commissions+ suite. AgencyBloc acquired Radiusbob in 2023.
NextAgency is a well-regarded AMS with strong ratings, deep benefits-platform integrations (Employee Navigator, Ease, BerniePortal), a 30-day free trial, and published pricing. Its commission tracking is the separate paid NextCommission add-on, and it has no native quoting engine (AgencyView includes ACA and Medicare quoting on every plan). If your agency depends on Employee Navigator or Ease integrations, NextAgency is likely the better choice.
Radiusbob does not publish pricing; third-party listings put its CRM tiers at roughly $34–$54/month solo and $149–$249/month for five users, with per-seat VoIP tiers that bundle call minutes. It centers on lead management and calling. If you run a high-volume call floor, bundled minutes may beat AgencyView's usage-based rates — check the arithmetic against your actual dial volume.
MedicarePRO is Medicare-only. If you sell nothing but Medicare and want a tool built for exactly that, it's a reasonable fit. AgencyView is the better answer for a mixed book.
Figures reflect publicly available information as of 2026. Verify current pricing on each vendor's own site.
Common questions
Is commission tracking really on the free plan?
Yes. Carrier statement upload, automatic matching to policies, and residual tracking are on the Newly Licensed (free) plan, which covers 25 clients and 25 policies.
Does AgencyView do quoting?
Yes, for ACA medical plans and Medicare. On every plan, including the free one, agents can quote on- and off-marketplace ACA medical plans (net premium after subsidy, deductible, and out-of-pocket max) and Medicare Advantage, Part D, and Special Needs Plans (premiums, star ratings, and drug cost estimates including Extra Help), pre-filled from a lead, client, or intake form. It does not quote Medicare Supplement (Medigap), life, dental, or vision plans. Enrollment, for both ACA and Medicare, is handled in HealthSherpa through the agent's own HealthSherpa account.
How does enrollment work with AgencyView?
Enrollment is handled in HealthSherpa, for both ACA and Medicare. On every plan, including the free one, agents connect their own HealthSherpa agent account and move from a lead or client record into HealthSherpa to complete the enrollment (on- and off-marketplace for ACA). Enrollments are credited to that agent. AgencyView does not process enrollments itself.
Does AgencyView have client intake forms?
Yes, for Medicare and ACA, on every plan including the free one. Each agent gets a public intake link and QR code that open a form branded with their photo and logo (the link itself is a standard myagencyview.com address), and can email a personal form link to an existing lead or client. Forms collect contact and household details, doctors, prescriptions, current coverage, and income for ACA, and capture a signed Scope of Appointment and Permission to Contact saved as a PDF on the record. New submissions create a lead automatically, possible duplicates are flagged for review, and the answers pre-fill Medicare and ACA quotes.
Does AgencyView handle the carrier contracting process?
No. It keeps the record of the contracts you hold and the levels attached to them, and drives commission expectations from those levels. It does not submit appointments or communicate with carriers.
Can I run an agency on it?
Yes, on the Agency plan — $199/month with five users included and $20 per additional user, adding downline hierarchy, commission splits, chargeback tracking, agent licensing, and agency payroll.
Is AgencyView HIPAA compliant?
AgencyView makes no HIPAA or PHI compliance claims. If that is a requirement for your agency, evaluate accordingly.
What does AgencyView actually replace?
The spreadsheet. Specifically, the one where you track what you're owed.
© 2026 AgencyView · Built and supported by founder Chase Catalano · info@myagencyview.com