The Medicare CRM for agents who run a real book
AgencyView gives Medicare agents everything in one place — intake forms with a signed Scope of Appointment, built-in Medicare Advantage, Part D, and SNP quoting with drug cost estimates, and AEP/OEP/SEP enrollment-period workflows, with enrollment itself handled in HealthSherpa, 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 intake form and Scope of Appointment to the quote and the commission check — the Medicare workflow, handled in one CRM.
Medicare quoting, built in
NEWQuote Medicare Advantage (MA and MAPD), Part D drug plans, and Special Needs Plans by ZIP and county, right from the lead or client record. Each plan shows estimated drug costs for your client's prescriptions, retail and 90-day mail order side by side, month by month, including Extra Help. Star ratings, premiums, deductibles, MOOP, and copays sit side by side, and you can compare up to 3 plans. Save the quote to the record and hand your client a branded quote PDF. Included on every plan, even the free one.
Medicare intake forms with a signed SOA
NEWShare your intake link or QR code, which opens a form branded with your photo and logo, or email a personal link to an existing lead or client. Clients add their doctors and prescriptions, current coverage, and Medicare and Medicaid numbers (encrypted and masked), then sign the Scope of Appointment and Permission to Contact, saved as a PDF on the record. New submissions create a lead automatically, possible duplicates are flagged for review, and the answers pre-fill your Medicare quote. Included on every plan, even the free one.
Scope of Appointment tracking
Collect a signed Scope of Appointment through your intake form, saved as a PDF on the client record, 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. The enrollment itself is completed in HealthSherpa.
HealthSherpa integration
Enrollment is handled in HealthSherpa, for both Medicare and ACA. Move from the client profile into your own HealthSherpa agent account to compare drug plans and complete the enrollment.
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, including built-in ACA quoting and ACA intake forms for your under-65 clients, with ACA enrollment handled in HealthSherpa. No second CRM 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 intake forms with a signed Scope of Appointment, built-in Medicare Advantage, Part D, and SNP quoting with drug cost estimates, and AEP/OEP/SEP enrollment-period workflows, plus commission tracking and carrier contract tracking. Enrollment itself is handled in HealthSherpa.
Does AgencyView have built-in Medicare quoting?
Yes. AgencyView quotes Medicare Advantage (MA and MAPD), Part D drug plans (PDP), and Special Needs Plans (SNP) by ZIP and county, with drug cost estimates for your client's prescriptions, retail and 90-day mail order side by side, including Extra Help. You see star ratings, premiums, deductibles, MOOP, and copays, compare up to 3 plans, save quotes to the client record, and share a branded quote PDF. It's included on every plan, including the free Newly Licensed plan. Medicare Supplement quoting isn't included.
Can clients fill out a Medicare intake form and sign the Scope of Appointment online?
Yes. Share your intake link or QR code, which opens a form branded with your photo and logo, or email a personal link to an existing lead or client. The form collects contact details, doctors, prescriptions, current coverage, and Medicare and Medicaid numbers (encrypted and masked), and captures a signed Scope of Appointment and Permission to Contact, saved as a PDF on the record. Each new submission creates a lead automatically, and the answers pre-fill your Medicare quote. Intake forms are included on every plan.
Does AgencyView work for agents who sell more than Medicare?
Yes. AgencyView handles Medicare, health, and life in a single platform, including built-in ACA quoting, with ACA and Medicare enrollment handled in HealthSherpa through your own agent account, so agents with a mixed book don't need separate systems. Intake forms cover both Medicare and ACA clients. 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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© 2026 AgencyView · Built and supported by founder Chase Catalano · info@myagencyview.com