The Medicare CRM for agents who run a real book
AgencyView gives Medicare agents everything in one place — Scope of Appointment tracking, AEP/OEP/SEP enrollment workflows, and HealthSherpa integration for quoting and drug plans, plus commission tracking and contracting. And when your book includes health and life, it's all in the same platform.
Everything a Medicare agent needs
From the Scope of Appointment to the commission check — the Medicare workflow, handled in one CRM.
Scope of Appointment tracking
Capture and store SOA forms against each client so every Medicare appointment has its documentation on file.
AEP, OEP & SEP workflows
Stay on top of the enrollment calendar with workflows built for the Annual Enrollment Period, Open Enrollment, and Special Enrollment Periods.
HealthSherpa integration
Move from client profile to quoting and prescription/drug-plan comparison through AgencyView's HealthSherpa integration.
Commission tracking
Upload carrier commission statements, auto-match records, and track residual commissions — included on every plan, even the free tier.
Contracts & licensing on file
Record the carrier contracts you hold across 60+ carriers, with custom contract rules by product, plan, and state. Agency-wide agent licensing records come with the Agency plan.
Health & life in the same CRM
When your book goes beyond Medicare, AgencyView already handles health and life — no second system required.
Frequently asked questions
What is AgencyView's Medicare CRM?
AgencyView is an all-in-one CRM for insurance agents that supports Medicare alongside health and life. For Medicare agents it includes Scope of Appointment tracking, AEP/OEP/SEP enrollment workflows, and HealthSherpa integration for quoting and drug-plan comparison, plus commission tracking and carrier contract tracking.
Does AgencyView work for agents who sell more than Medicare?
Yes. AgencyView handles Medicare, health, and life in a single platform, so agents with a mixed book don't need separate systems. It starts free, with paid plans from $29/month.
How much does AgencyView cost?
AgencyView starts free on the Newly Licensed plan, with paid agent plans from $29/month and agency plans available as your team grows.
Built for Medicare agents. Ready when your book grows.
See how AgencyView handles the Medicare workflow — and the rest of your book — in one place. Start free, 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.