A dialer, texting, and automation — without the per-seat bill
Add a full marketing stack to any AgencyView plan for $50/month flat — per account, not per agent. Calls, texts, and emails are billed by what you actually use, with $10 of usage included every month.
The whole outreach stack, bolted onto your book
Not a separate tool you have to sync. It runs against the same clients, policies, and leads already in AgencyView.
Phone system & dialer
Call leads and clients from inside AgencyView, with inbound and outbound calling, call recording, and the whole conversation logged against the right record.
Texting & email campaigns
Two-way SMS and email campaigns to your book — with email verification built in, so your AEP blast doesn't torch your sender reputation on dead addresses.
Workflows & automation
Automate the follow-up you keep meaning to do — new-lead sequences, birthday and renewal touches, AEP reminders — triggered off the data already in your CRM.
Funnels & landing pages
Build lead capture funnels and landing pages that drop straight into your pipeline — no Zapier in the middle, no leads sitting in a form tool you forgot to check.
AI content & conversations
AI tools for drafting content, handling inbound conversations, voice interactions, and review responses — available when you want them, billed only when you use them.
$50 flat, not $50 per agent
One price for the whole account, on any plan — including the free one. Add your tenth agent and the Marketing Suite still costs $50.
What usage actually costs
$10 of usage included every month
That's roughly 595 outbound minutes, 980 inbound minutes, or 1,000 text segments — or any mix. Most agents who aren't running a call floor never go past it.
Rates shown are for the US and may vary by region. AI content is billed at $0.108 per 1,000 words and $0.072 per image; AI voice calls at $0.156 per minute. Usage is billed only for what you use, after the $10 monthly credit.
Frequently asked questions
How much does the AgencyView Marketing Suite cost?
$50/month flat per account, on any AgencyView plan including the free one. It is priced per account rather than per seat, so adding agents doesn't increase the subscription. Calling, texting, and email are billed by usage on top, with $10 of usage included each month.
What does the $10 monthly usage credit cover?
Roughly 595 outbound minutes, 980 inbound minutes, or 1,000 text segments — or any mix of those. Beyond the included $10, usage is billed at published rates: $0.0168 per outbound minute, $0.0102 per inbound minute, $0.01 per text segment, and $0.0008 per email. Rates shown are for the US and may vary by region.
Do I need the Marketing Suite to use AgencyView?
No. It's optional. Clients, policies, carrier contracts, and commission tracking are part of every AgencyView plan. The Marketing Suite is there for agents who want a dialer, texting, email campaigns, funnels, and automation — so agents who don't dial aren't paying for a dialer.
Dial, text, and follow up from your CRM
Start with AgencyView free, then add the Marketing Suite whenever you're ready. $50/month, no per-seat surcharge, cancel it if you don't use it.
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