- Medicare quoting for Medicare Advantage, Part D, and Special Needs plans.
- ACA quoting, with ACA and Medicare enrollment through HealthSherpa.
- Medicare and ACA client intake forms: share a link or QR code, the client signs Scope of Appointment and Permission to Contact, and the answers pre-fill your quotes.
What's new in AgencyView
Dated updates to the CRM and agency management system, newest first.
October 2026
Quoting, enrollment, and intake forms
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