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.
A CRM keeps track of leads. AgencyView runs the whole operation behind your book of business.
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.
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.
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.
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.
If you want more than lead management and calling, yes. Every AgencyView plan — including the free one — covers clients, policies, carrier contracts, 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.
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.
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.
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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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.