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. That includes Medicare quoting with drug cost estimates, intake forms with a signed Scope of Appointment, AEP/OEP/SEP workflows, and a HealthSherpa integration for enrollment.
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, built-in Medicare and ACA quoting, intake forms, carrier contracts, and commission tracking sit in one place. Downline and payroll are available on the Agency plan.
Built for the Medicare calendar
Collect a signed Scope of Appointment (SOA) through your intake form and track your SOAs. Manage AEP, OEP, and SEP enrollment-period workflows so nothing slips during the busiest weeks of the year.
Built-in Medicare quoting with drug costs
Quote Medicare Advantage, Part D, and Special Needs Plans from the client record, with drug cost estimates for each plan, retail and 90-day mail order side by side. Save quotes and share a branded PDF, on every plan including the free one. Enrollment itself is handled in HealthSherpa, through AgencyView's HealthSherpa integration.
AgencyView vs MedicarePRO at a glance
Comparison reflects publicly available information as of 2026. Verify current details on each vendor's site.
Moving your book over
What switching actually takes: how your clients, policies, and commission history come in, who helps, and what your first week looks like.
How your data comes in
You don't have to import anything yourself. We send you a simple template for your clients and policies, you fill it out, and we import it for you. Don't want to fill out a template? Send us your carrier exports and we'll move everything into it ourselves. Carrier commission statements come in as the files your carriers already send you, and AgencyView matches each row to the policy on your book.
Who helps you move
Onboarding is done by Chase, the founder, the same person who builds AgencyView. After you sign up you'll get an email inviting you to an onboarding call, and you can book one anytime from the Help button in the left-side menu. On the call we set up your account so you can start entering clients and policies, and leads if you work them. If you'd rather not map carrier statements yourself, we can process them for you at $0.25 a row.
How long setup takes
Importing your book takes anywhere from a couple of hours to a day. Account setup takes as little as 10 minutes for a solo agent. For an agency adding custom contracts and onboarding its agents, it takes a couple of hours.
Your first week
Day one: sign up (the free plan needs no credit card), send us your filled-out template or your carrier exports, and book your onboarding call.
Within a day: your clients and policies are imported.
Then: if you run an agency, set up your contracts and bring your agents on. Upload your first carrier statement and see what was paid, what's outstanding, and what's still owed.
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 built-in Medicare and ACA quoting, intake forms with a signed SOA, AEP/OEP/SEP enrollment-period workflows, and a HealthSherpa integration for enrollment — 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 has built-in Medicare quoting for Medicare Advantage, Part D, and Special Needs Plans, with drug cost estimates for each plan, retail and 90-day mail order side by side, including Extra Help. Enrollment is handled in HealthSherpa, for both Medicare and ACA, through AgencyView's HealthSherpa integration. It also includes intake forms that capture a signed Scope of Appointment (SOA), SOA tracking, and enrollment-period workflows for AEP, OEP, and SEP.
Run Medicare, health & life in one place
See how AgencyView handles intake forms, Medicare quoting, SOA tracking, enrollment periods, and the rest of your book. Start free, no credit card required.
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© 2026 AgencyView · Built and supported by founder Chase Catalano · info@myagencyview.com