Leads, commissions, contracting, payroll, and downline management — all in one platform.
Lead Management
Track, assign, and nurture leads from any stage
Commission Tracking
Automate payroll, debit tracking, and downline splits
Agency Reporting
Real-time dashboards across your entire downline
How we handle your client data
AgencyView stores what you put in it: leads, clients, policies, carrier commission statements, consent forms, and Scope of Appointment signatures. Medicare and Medicaid IDs and policy numbers are encrypted. Your client data stays in your account and we never sell it. Card payments are processed by Stripe, so we never see your card number.
Select a Plan
Start free or choose a plan that fits where you are in your career.
Agent Plans
Newly Licensed
Just getting started building a Book of Business
Free
Free Access To:
All Carrier Contracts Unlocked
Unlimited Lead Data
25 Clients or 25 Policies
Calendar w/ Appointment Automation
Commission Tracking
Residual Commission Tracking
Custom Contract Creation
Independent Agent
Got a footing in the industry
$29
/mo
Everything in Newly Licensed +
50 Clients or 50 Policies
Insurance Broker
Solid book of business earning residuals
$49
/mo
Everything in Independent Agent +
Unlimited Clients
Unlimited Policies
Agency Plan
Agency
Simplify monitoring and growing your business
$199
/mo
$20/mo per additional user
Everything in Insurance Broker +
5 Users at base price
Admin / Manager / Customer Service / Agent User Types
Custom Contracts for Agents and Managers
Payroll Commission Processing
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Agency Information
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