A RetireFlo alternative that doesn't stop at the intake form
RetireFlo collects your client's doctors, prescriptions, and Scope of Appointment, then sends that data to a separate CRM or enrollment platform. AgencyView keeps it in one place: clients fill out your branded intake form, the answers land on their record, and you quote Medicare and ACA plans, hand enrollment off to HealthSherpa, and track policies and commissions from there — no CRM integration to set up.
Why RetireFlo users choose AgencyView
The intake you rely on, plus the quoting and tracking that come after it, with enrollment handled in HealthSherpa.
Intake that lands in your CRM
With RetireFlo, intake data has to sync out to another CRM. In AgencyView the intake form is part of the CRM: send your intake link or QR code, clients fill out a form branded with your photo and logo, and each submission creates or updates the lead with doctors, prescriptions, and coverage. Possible duplicates are flagged for review.
Quote straight from the answers
Intake answers pre-fill your quotes. Quote MAPD, MA, Part D, and Special Needs Plans with drug cost estimates, or ACA plans on and off the marketplace. Enrollment for both is handled in HealthSherpa, through your own HealthSherpa account.
Track what happens next
RetireFlo's job ends once the survey is in. AgencyView keeps going: track the policies you write, the commissions and chargebacks that follow, your carrier contracting, and your downline, all on the same client record.
AgencyView vs RetireFlo at a glance
Comparison reflects publicly available information as of October 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 RetireFlo alternative?
If you want intake and everything after it in one place, yes. AgencyView includes Medicare and ACA intake forms with Scope of Appointment and permission to contact, then lets you quote Medicare and ACA plans from the answers, hand enrollment off to HealthSherpa (ACA and Medicare) through your own HealthSherpa account, and track policies and commissions. There's no separate CRM to integrate. It starts free, with paid plans from $29/month versus RetireFlo's $49.99/month per survey.
Can I still send clients an intake form with my branding?
Yes. You get your own public intake link and QR code, and the form clients open is branded with your photo and logo. You can also email a personal link to an existing lead or client. Forms cover Medicare and ACA and collect contact details, household, doctors, prescriptions, and current coverage.
Does AgencyView handle Scope of Appointment?
Yes. Intake forms include Scope of Appointment and Permission to Contact consent. The signed form is saved as a PDF on the client's record, and AgencyView tracks SOAs alongside your AEP, OEP, and SEP workflows.
Can I quote Medicare and ACA from intake answers?
Yes. Intake answers pre-fill your quotes. Medicare quoting covers Medicare Advantage, MAPD, Part D, and Special Needs Plans with drug cost estimates. ACA quoting covers plans on and off the marketplace, with net premium after subsidy. Enrollment for both ACA and Medicare is handled in HealthSherpa through your own HealthSherpa account. Medicare Supplement quoting isn't included.
Intake, quote and track in one place
See how AgencyView takes a client from intake form to Medicare or ACA quote to tracked policy and commission. Intake forms are on every plan. Start free, no credit card required.
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© 2026 AgencyView · Built and supported by founder Chase Catalano · info@myagencyview.com