Downline & Agency

Downline management software that pays the whole hierarchy

Build your hierarchy as deep as it actually goes, set custom commission rules at every level, and run agency payroll from the same data. Overrides calculate all the way up from the submitting tier.

Built For Agencies

Run the agency, not just the book

Hierarchy, overrides, contract records, and payroll in one system — so growing the downline doesn't mean growing the spreadsheet.

Hierarchy as deep as you need

Build contract levels and downline entities across as many tiers as your agency actually has. No artificial cap at two or three levels.

Custom overrides at every level

Generate custom commission rules for downline agents and managers — by carrier, product, plan, and contract tier — and let overrides roll up the hierarchy automatically.

Agency payroll from commission data

Pay agents and managers straight from the commissions already tracked in AgencyView — no export, no re-keying, no second system to reconcile against.

See where the money went

Break agency revenue down by what was paid to the agent, the manager, and the hierarchy — and what the agency actually kept.

Contract records across the roster

Track which agents and managers hold which carrier contracts, at what level, alongside their licensing — so you know who's ready to sell what.

Five users in, $20 each after

The Agency plan is $199/month with 5 users included, and $20/month for each additional user — so bringing on another agent costs $20, not another full subscription.

FAQ

Frequently asked questions

How many levels deep can an AgencyView hierarchy go?

As many as your agency needs. AgencyView lets you build custom commission rules for downline agents across every level of your hierarchy, and overrides calculate down the entire structure rather than stopping at the first tier.

Can I run agency payroll from AgencyView?

Yes. Agency payroll runs directly from your commission data, so what an agent is contracted at is what gets paid — without exporting to a spreadsheet or re-keying figures into another system.

How much does the AgencyView Agency plan cost?

The Agency plan is $199/month and includes 5 users, with additional users at $20/month each.

For Agency Owners

Grow the downline, not the spreadsheet

See how AgencyView handles your hierarchy, overrides, contracting, and payroll in one system. Book a demo and bring your messiest commission structure.

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.

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