--- title: "AgencyView Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about AgencyView Software - reviews, pricing plans, popular comparisons to other CRM products and more." source_url: "https://www.capterra.com/p/10051223/AgencyView/" page_type: "product" language: "en" --- # AgencyView Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 4, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) AgencyView ## What is AgencyView? AgencyView is CRM software for health and life insurance operations, integrating lead management, client tracking, commission processing, contracting, licensing, and payroll into one system. Lead management includes customizable pipelines, automated follow-ups, and calendar scheduling. Client tracking consolidates policy histories, carrier details, beneficiary records, and documents. Commission tracking automates carrier file uploads, matches records, monitors chargebacks, and generates agent statements. The contracting and licensing module tracks contracts and licenses, with alerts for expirations. Payroll connects with commission data to process payments, produce statements, and maintain records. AgencyView supports multi-carrier operations and product lines, serving independent agents and agencies. ## What is AgencyView used for? [CRM](https://www.capterra.com/customer-relationship-management-software/) Overall rating Based on 6 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $29 Flat Rate, Per Month Free trial not available Includes Free Version Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for AgencyView?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.myagencyview.com/&name=AgencyView) ## AgencyView Overview Updated September 2026 AI summary AgencyView is a cloud-based CRM solution designed for organizations of any size seeking to manage contacts, leads, and sales pipelines efficiently. Key features include calendar and email management, interaction tracking, document storage, and customizable fields, with optional tools for marketing automation and lead generation. It supports integration with third-party applications, making it adaptable for varied business needs. ## FAQs about AgencyView Overview ### What company size and specific industries is AgencyView built for? AgencyView is designed for life, health, and Medicare insurance agents and agencies of all sizes. It targets organizations in the insurance sector that need a tool built specifically for agent and agency operations in these lines of business. Features and Usability ### What are the key features of AgencyView? AgencyView offers calendar management, contact management, and customizable fields for organizing records and schedules. It also includes lead generation, lead management, sales pipeline management, and interaction tracking for sales workflows, plus email management, email marketing, marketing automation, reporting and analytics, document storage, data import/export, and third-party integrations. Pricing ### How much does it cost and what fees or limitations are included? AgencyView offers a free Newly Licensed plan, then starts at $29/month flat rate for Independent Agent, $49/month flat rate for Insurance Broker, and $199/month per user for Agency. Enterprise pricing is not listed. The free tier includes 25 clients or policies, while higher plans raise limits and add users. Getting Started and Support ### What training and onboarding options does AgencyView offer? AgencyView provides live online sessions, documentation, and videos to help teams get started. Live online sessions support guided setup and real-time instruction, documentation offers written reference material for later review, and videos provide visual walkthroughs that users can follow at their own pace. Getting Started and Support ### What customer support options does AgencyView offer? AgencyView provides email/help desk, a knowledge base, and phone support. No reviewer feedback about support is available here, so the support experience cannot be assessed from user comments. These channels are the only listed options for contacting help or finding product information. ## Features AI summary Based on 14,670 CRM reviews Capterra data shows that buyers of CRM software rank the following features as their top priorities: - **Contact Management** (**44%** of reviewers rated this feature as critical) - **Sales Pipeline Management** (**43%**) - **Lead Management** (**44%**) AgencyView supports all three of the features reviewers value most: **Contact Management**, **Sales Pipeline Management**, and **Lead Management**. Together, these capabilities help businesses keep customer records organized, track deals through each stage of the sales process, and manage new prospects more effectively, allowing teams to build stronger relationships and close opportunities with better visibility. Sales Pipeline Management 5.0 (4) 75.00% of 4 reviewers that rated this feature as important or highly important Pipeline view and tracking lead status Lead Management 4.8 (6) 100.00% of 6 reviewers that rated this feature as important or highly important Store information about leads or contacts and track, manage and nurture them throughout the sales process Data Import/Export 5.0 (6) 83.33% of 6 reviewers that rated this feature as important or highly important Import and export data to and from software applications Reporting/Analytics 5.0 (5) 80.00% of 5 reviewers that rated this feature as important or highly important View and track pertinent metrics to find patterns and gain insights from data Customizable Fields 5.0 (4) 75.00% of 4 reviewers that rated this feature as important or highly important Customize data fields to support various needs and use cases Interaction Tracking 5.0 (4) 100.00% of 4 reviewers that rated this feature as important or highly important Track interaction history by documenting conversations for contacts AgencyView 18 features Application programming interface that allows for integration with other systems/databases Track and manage schedules and meetings via an integrated calendar Manage, organize, and store contact information Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Customize data fields to support various needs and use cases Import and export data to and from software applications Store and organize documents in a centralized system Manage, store and organize emails within the system or via third-party apps Create and send email blasts/campaigns Track interaction history by documenting conversations for contacts Manage the process of attracting and converting business prospects into leads Store information about leads or contacts and track, manage and nurture them throughout the sales process Automate workflows and trigger campaigns based on customer actions Empower brands with an intelligent reporting tool and dashborads to provide visibility into number of viewers, likes, number of asked questions, and chat entries, total number of clicks, CTR, and entire stream health View and track pertinent metrics to find patterns and gain insights from data Pipeline view and tracking lead status Reports specific to sales analysis for trends and strategies Set up connections to third-party platforms to improve business processes Get Advice We can help you find the software with the features you need. Features 5.0 (6) 5.0 Based on 6 reviews ## Pricing Value for money 5.0 (6) Free Version [View pricing plan details](https://www.capterra.com/p/10051223/AgencyView/pricing/) Newly Licensed $0.00 It includes: - All carrier contracts unlocked - Unlimited lead data - 25 clients or 25 policies - Calendar with appointment automation - Commission tracking - Residual commission tracking - Custom contract creation Independent Agent $29.00 Flat Rate,Per Month It includes: - Everything in the Newly Licensed plan, plus: - Unlimited clients - 50 clients or 50 policies Insurance Broker $49.00 Flat Rate,Per Month It includes: - Everything in the Independent Agent plan, plus: - 5 users at the base price - Admin/Manager/Customer Service/Agent user types - Custom contracts for agents and managers - Payroll commission processing Agency $199.00 Per User,Per Month It includes: - Everything in the Insurance Broker plan, plus: - Custom features built to spec - White labeling available - Separate database - Dedicated server instance Enterprise Contact vendor for details It includes: - Custom builds requiring additional features or custom solutions (contact for a quote). Value for money 5.0 (6) 5.0 Based on 6 reviews ## Integrations [ HealthSherpa](https://www.capterra.com/p/207556/HealthSherpa-for-Agents/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 5.0 (6) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 5.0 (6) 5.0 Based on 6 reviews ## User reviews Overall rating 5.0 Based on 6 reviews Filter by rating 5(6) 4(0) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent KR Keyshawna R. Commissions and Payroll Insurance ### "A CRM That Actually Understands the Insurance Business" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 14, 2026 Pros What I like most about AgencyView is that it is specifically catered to insurance agencies, so the system actually understands the way our business operates. It’s not a generic CRM that we have to force into an insurance workflow. It gives us tools and functionality that make sense for our agents, clients, policies, and day-to-day operations. I also really appreciate how customizable the platform is and how responsive the support team is. Whenever we have a question or run into an issue, the support team is very quick to respond and help us find a solution. It makes operations easier because it allows all departments to communicate effortlessly with eachother, from sales numbers, payroll, customer service operations, lead tracking etc. Cons I have no complaints about AgencyView. For some people, they my experience a learning curve but I think the system is pretty straightforward and easy to understand. Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. DM Dylan M. Owner Individual & Family Services ### "Best Insurance CRM on the Market!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 July 28, 2026 Pros Simplicity and ease! Never have I been so impressed with how easy it was to run my commissions! Thanks Cons Nothing! All the features are great. I haven't found any issue that couldn't be fixed. Anytime I have had issues the staff walked me through every step of they way. Switched from [Microsoft Excel](https://www.capterra.com/p/176574/Excel/) My own spreadsheets just weren't cutting it anymore Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. EC Erik C. Agent Insurance ### "A Good CRM" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 July 14, 2026 Pros A CRM designed by an agent who knows exactly what we need. My favorite thing was that they helped import my client list, which is always the hardest part for an existing agency. They also connected my carriers for commission tracking! Amazing work. Cons Like any CRM, adoption by me is the hardest part. You actually have to use the thing for it to be useful. Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. SP Steven P. CEO Insurance ### "Top notch service" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 July 13, 2026 Great experience. Would highly recommend. \[sensitive content hidden\] is amazing and very helpful. He is doing a great job Pros How simple it is to process payroll. I can process a very large statement, even multiple statements at the same timed Cons Reporting is lacking for productivity. It would be a huge advantage to be able to track agent productivity Switched from [AgencyBloc AMS+](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/) cost was stupid with AMS. agencyview offered comparable for less Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. Response from Vendor July 15, 2026 Thanks Steve! Let's get together and discuss what you'd like to see for productivity reporting and we'll get those added! LM Leah M. Director of Operations Insurance ### "A CRM That Has Grown With Our Agency" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 July 13, 2026 We rely heavily on systems that help us stay compliant, organized, and efficient. AgencyView has become an integral part of our daily operations. From client management and workflow automation to Payroll and reporting, it has helped our team operate more efficiently while improving communication and accountability across departments. One thing that really stands out is the willingness of the AgencyView team to listen to customer feedback and continue enhancing the platform. It has grown alongside our agency, and we look forward to seeing it continue to evolve. I would absolutely recommend AgencyView to agencies looking for a CRM that can scale with their business. Pros AgencyView has been a tremendous asset to our agency. The automation tools have saved our team countless hours by streamlining repetitive tasks, and the client management features make it easy to keep detailed records and stay organized. I also appreciate how customizable the platform is, allowing us to build workflows that fit our business rather than forcing us to change our processes. The support team has also been responsive whenever we've needed assistance. Cons Like any CRM, there was a learning curve when we first implemented it. However, Once we got the hang of it, and with the support of their team, we got the hang of it. It Switched from [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) We were looking for a CRM that could grow with our agency and consolidate multiple systems into one. AgencyView offered the automation, customization, and operational tools we needed while reducing the need to manage several different platforms. It has made our workflows more efficient and improved collaboration across our team. Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. Brandon T. Sales Leader Insurance ### "Best CRM Out There" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 July 13, 2026 I have not found a CRM that works better for our needs than AgencyView. Chase is there whenever we need him to make the system flawless. Pros Agencyview makes life so much easier than previous CRM’s. From the customer service, assistance with our needs as an agency, to the simplicity of the system. We are able to track sales and have commission statements that actually make sense to the average agent. Cons I’ve found nothing I haven’t liked about it. I guess just the growing pains of making the system work for ACA which has been fully solved. Switched from [AgencyBloc AMS+](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/) Was not providing all that we needed for our system. Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.