A life insurance CRM that tracks every renewal you're owed
A life policy you write today can pay for the next twenty years. AgencyView keeps the client, the policy, the carrier contract, and every year of residual commission in one place — so the renewals that quietly stop showing up don't stay quiet.
The long tail of a life book, tracked
Most CRMs treat a policy as a closed deal. In life insurance, that's the moment it starts paying you.
Residuals, year by year
See the full residual timeline on every policy — what it's paid, what it's still due to pay, and what the whole thing is worth over its life. Not a number you have to reconstruct from statements.
Statements matched to policies
Upload the carrier statement and AgencyView matches each line to the policy it belongs to — so a renewal that quietly stops paying shows up as a gap instead of going unnoticed for a year.
Whatever your carriers write
60+ carriers and 25+ products are already in the system. You log a policy against the carrier's own product list — no building a carrier database before you can record your first case.
Leads through to clients
Work leads, convert them, and keep the whole relationship on one record — so when they call about the policy you wrote in 2021, you're not searching three systems.
Contracts and commission levels
Record which carrier contracts you hold and at what levels, with custom rules by product, plan, and state — so what you should have been paid is a number the system already knows.
Building a downline?
The Agency plan adds hierarchy, custom downline overrides at any depth, commission splits, and payroll — the parts of a life agency that break spreadsheets fastest.
Which plan? Clients, policies, carrier contracts, and commission tracking with residuals are on every plan — free covers 25 clients and policies, $29 covers 50, and $49 is unlimited. Downline overrides, commission splits, and agency payroll come with the Agency plan at $199/month, 5 users included.
Frequently asked questions
Is AgencyView a good CRM for life insurance agents?
It's built for life and health agents rather than adapted from a general-purpose CRM. Life policies pay out over years, so AgencyView tracks the full residual timeline on every policy alongside your clients, carrier contracts, and commission statements — with commission tracking included on every plan, even the free one.
Does AgencyView do life insurance quoting or illustrations?
No. AgencyView doesn't run quotes or illustrations — you do that where you do it today. AgencyView is where the policy lives afterward: the client record, the carrier contract it was written under, and every commission and renewal it pays for the life of the policy.
Which life products does AgencyView support?
Whatever products your carriers write. AgencyView supports 60+ carriers and 25+ products, and you record policies against the carrier's own product list rather than building your own carrier database first.
Know what your book is actually worth
Start free with 25 clients and see every renewal your policies are still due to pay. 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.