A Radiusbob alternative that runs your whole insurance business
Radiusbob is a solid, affordable CRM. But if you want more than lead management — commission tracking, carrier contract tracking, downline, and payroll in one system built for health & life — AgencyView brings your entire book of business together.
Why agents move from Radiusbob to AgencyView
A CRM keeps track of leads. AgencyView runs the whole operation behind your book of business.
Your whole business, not just a CRM
Radiusbob centers on lead management and calling. AgencyView adds commission tracking, carrier contract tracking, downline management, and agency payroll — the operational side of running a book, in one place.
Commission tracking built in
Upload carrier commission statements, auto-match records, and track residual commissions on every plan — including the free Newly Licensed tier. No separate add-on required.
Built for health & life
Purpose-built for the health and life insurance workflow with 60+ carriers supported out of the box — rather than a general-purpose CRM adapted to insurance.
AgencyView vs Radiusbob at a glance
Radiusbob does not publish pricing; figures are drawn from third-party software listings as of 2026 and are shown as ranges where sources differ. AgencyView pricing is listed on our pricing page. Verify current details with each vendor before deciding.
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 Radiusbob alternative?
If you want more than lead management and calling, yes. Every AgencyView plan — including the free one — covers clients, policies, carrier contracts, client intake forms, ACA and Medicare quoting, and commission tracking with carrier statement matching. Agencies can add downline management, commission splits, and payroll on the Agency plan at $199/month. Paid individual plans start at $29/month.
How much does AgencyView cost compared to Radiusbob?
It depends on team size and how much you dial. Solo, AgencyView is free to start and $29/month paid, against roughly $34–$54/month for Radiusbob's CRM. For agencies, AgencyView's Agency plan is $199/month with 5 users included ($20 per user after), where Radiusbob's 5-user Broker tier runs roughly $149–$249/month for the CRM and around $369/month with VoIP. Adding calling to AgencyView is $50/month for the Marketing Suite plus usage-based call and text rates. Radiusbob doesn't publish pricing, so these figures come from third-party listings as of 2026.
Does AgencyView have a dialer like Radiusbob?
Yes — through the Marketing Suite add-on, which is $50/month flat per account and includes a dialer along with SMS, email, funnels, and marketing automation. Calling is usage-based rather than bundled: $0.0168/minute outbound, $0.0102/minute inbound, and $0.01 per text segment, with $10 of usage included each month (roughly 595 outbound minutes, 980 inbound minutes, or 1,000 texts). Radiusbob instead bundles call minutes into per-seat VoIP tiers. Which works out cheaper depends on your call volume and headcount — lighter dialers usually come out ahead with usage-based pricing, while high-volume call floors may prefer bundled minutes.
Ready to run your whole book in one place?
See how AgencyView brings leads, commissions, contract tracking, and payroll together for health & life agents. 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.
© 2026 AgencyView · Built and supported by founder Chase Catalano · info@myagencyview.com