Health insurance agency software built for health agents
Not a general-purpose CRM with an insurance template bolted on. AgencyView knows what a policy is, what a carrier contract is, and what you're owed on it — across 60+ carriers and 25+ products. Starts free.
Everything a health book actually needs
Enrollment, renewals, carrier contracts, and the commissions that follow — tracked in the same system, not four of them.
Clients and policies in one book
Every client, every policy, every renewal date in one place — with the household context you need when the phone rings and they can't remember which plan they're on.
60+ carriers, 25+ products
Health and life carriers and products are already in the system. You're picking from a list, not building your own carrier database before you can log a single policy.
Leads through to renewals
Import and work leads, convert them to clients, attach the policy, and watch the commission land — the whole lifecycle in one record instead of four disconnected tools.
Enrollment-period workflows
Workflows for OEP, AEP, and special enrollment periods, so the busiest ten weeks of your year run off a system instead of memory and sticky notes.
Commissions on every plan
Upload carrier statements, auto-match them to your policies, and track residuals — included on every plan, even the free one. Most platforms sell this as an add-on module.
Your carrier contracts on file
Record which contracts you hold and at what levels, with custom rules by product, plan, and state — feeding straight into what your commissions should be.
Which plan? Everything above is on every plan — the free Newly Licensed plan covers 25 clients and policies, $29 covers 50, and $49 is unlimited. Running a team? Downline management, commission splits, and agency payroll come with the Agency plan at $199/month, with 5 users included.
Frequently asked questions
Is AgencyView a good CRM for health insurance agents?
It's built for it. AgencyView is purpose-built for health and life insurance agents rather than adapted from a general-purpose CRM, with 60+ carriers and 25+ products supported, client and policy tracking, carrier contracts, and commission tracking on every plan — including the free one.
Does AgencyView include quoting or enrollment for health plans?
No. AgencyView is not a quoting engine — you quote and enroll wherever you do today, then track the client, the policy, and the commission it pays in AgencyView. (Medicare agents do get a HealthSherpa integration for enrollment and drug-plan comparison.) What AgencyView replaces isn't your quoting tool; it's the spreadsheet you use to keep track of everything afterward.
How much does AgencyView cost for a health insurance agent?
AgencyView starts free on the Newly Licensed plan, which covers 25 clients and policies. Paid individual plans are $29/month and $49/month, and the Agency plan — which adds downline management, commission splits, and payroll — is $199/month with 5 users included.
Built for your book, not adapted to it
Start free with 25 clients and see whether a CRM that speaks health insurance beats the spreadsheet. 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.