Every carrier contract and license, in one place
Track the carrier contracts you already hold — who you're appointed with, at what levels, under what rules — and let those levels drive what your commissions should be. AgencyView doesn't run the contracting process with carriers; it keeps the record of it.
Your contract records, organized
Most agents track contracts and licenses in a spreadsheet that goes stale the moment someone gets appointed. AgencyView keeps it in the same system as your book.
60+ carriers on file
Select the carriers you're appointed with and record the contracts you hold with each. Carrier and product data is already in the system — you just pick what applies to you.
Custom contract rules
Define contract rules by carrier product, eligible plans, states, age ranges, and commission levels — so your contract terms are recorded exactly as they actually are.
Contracts across your downline
Record contracts for agents and managers throughout your hierarchy, so you can see who's contracted with which carrier at what level — across every tier of the agency.
Agent licensing records
Keep license details for every agent on the roster in one place, so you're not chasing people for a copy of their license the week before AEP.
Filter for what needs attention
Filter your roster to surface licenses coming up for renewal or agents missing a contract for a carrier they're selling — before it becomes a problem.
Wired to your commissions
Contract levels feed straight into commission calculations, so what an agent is contracted at is what they get paid — no reconciling two systems.
Which plan? Recording your carrier contracts and creating custom contract rules are available on every plan, including the free one. Agent licensing records, downline contract levels, and roster-wide filtering are part of the Agency plan ($199/month, 5 users included).
Frequently asked questions
Does AgencyView connect directly to carriers to pull contract status?
No. AgencyView is a system of record, not a carrier contracting service. It does not submit appointments, run the contracting process with carriers, or sync live with carrier or state databases. You record the contracts you already hold, and AgencyView keeps them organized and connected to your commissions.
Can I see which licenses are about to expire?
You can filter your roster to surface licenses coming up for renewal. AgencyView does not send automatic expiration alerts — the filter is there for you to check, not a notification system.
How do contract levels connect to commissions?
Your contract rules — carrier, product, plans, states, and levels — feed straight into commission calculations, so what you're contracted at is what AgencyView expects you to be paid. When a carrier statement comes in short, the gap is visible.
Retire the contract spreadsheet
Keep contracts, licenses, and commissions in the same system as your book of business. Start free, no credit card required.
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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.