A MedicarePRO alternative for agents who do more than Medicare
MedicarePRO is built for Medicare and nothing else. If your book spans Medicare, health, and life, AgencyView gives you one platform for all of it — with Scope of Appointment tracking, AEP/OEP/SEP enrollment workflows, and HealthSherpa integration built in.
Why Medicare agents choose AgencyView
The Medicare tooling you need, plus the health and life side of your book — without running two systems.
One platform for a mixed book
MedicarePRO is Medicare-only, so a mixed book means a second system for health and life. AgencyView handles Medicare, health, and life together — leads, clients, policies, carrier contracts, and commission tracking in one place, with downline and payroll available on the Agency plan.
Built for the Medicare calendar
Track Scope of Appointment (SOA) forms and manage AEP, OEP, and SEP enrollment-period workflows so nothing slips during the busiest weeks of the year.
Quoting & drug plans via HealthSherpa
AgencyView integrates with HealthSherpa for enrollment and prescription/drug-plan comparison, so you can move from client profile to plan selection without leaving your CRM.
AgencyView vs MedicarePRO at a glance
Comparison reflects publicly available information as of 2026. Verify current details on each vendor's site.
Frequently asked questions
Is AgencyView a good MedicarePRO alternative?
If your book isn't only Medicare, yes. AgencyView covers Medicare, health, and life in one CRM — with SOA tracking, AEP/OEP/SEP enrollment-period workflows, and HealthSherpa integration — plus commission tracking and carrier contract tracking. It starts free, with paid plans from $29/month versus MedicarePRO's $45/agent.
Does AgencyView support Medicare enrollment and drug-plan comparison?
Yes. AgencyView integrates with HealthSherpa for enrollment and prescription/drug-plan comparison, and includes Scope of Appointment (SOA) tracking and enrollment-period workflows for AEP, OEP, and SEP.
Run Medicare, health & life in one place
See how AgencyView handles SOA tracking, enrollment periods, HealthSherpa, and the rest of your book. Start free, no credit card required.
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