--- description: Review of AgencyView Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice New Zealand. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: AgencyView | Reviews, Pricing & Demos - SoftwareAdvice NZ --- Breadcrumb: [Home](/) > [CRM Software](/directory/4153/crm/software) > [AgencyView](/software/558784/AgencyView) # AgencyView Canonical: https://www.softwareadvice.co.nz/software/558784/AgencyView Page: 1 / 2\ Next: [Next page](https://www.softwareadvice.co.nz/software/558784/AgencyView?page=2) > AgencyView is a customer relationship management platform designed for insurance agents and agencies. It is tailored for professionals in the health and life insurance sectors who manage their operations from a centralized system. The platform supports both individual agents and agencies with downline structures. It includes lead management tools for tracking, assigning, and nurturing leads through different stages of the sales process. Commission tracking features automate tasks such as payroll, debit tracking, and downline splits. Real-time dashboards provide agency reporting with visibility across downline organizations. Other features include sales pipeline automation and tools for managing clients and policies within the same system. AgencyView integrates lead tracking, client management, policy administration, and commission tracking into a single platform. It is designed to meet the operational needs of insurance professionals working with health and life insurance products. > > Verdict: Rated **5.0/5** by 6 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **5.0/5** | 6 Reviews | | Ease of Use | 5.0/5 | Based on overall reviews | | Customer Support | 5.0/5 | Based on overall reviews | | Value for Money | 5.0/5 | Based on overall reviews | | Features | 5.0/5 | Based on overall reviews | | Recommendation percentage | 100% | (10/10 Likelihood to recommend) | ## About the vendor - **Company**: AgencyView ## Commercial Context - **Starting Price**: US$29.00 - **Pricing model**: Flat Rate (Free version available) - **Pricing Details**: Priced per month based on plan chosen. Agency Plans include your first 5 seats and cost $20/month more for each additional active seat. All features unlocked for all plans, only limitation is the number of client/policies you can add per plan. - **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based - **Supported Languages**: English - **Available Countries**: United States ## Features - API - CRM - Calendar Management - Contact Management - Customizable Fields - Data Import/Export - Document Storage - Email Management - Email Marketing - Interaction Tracking - Lead Generation - Lead Management - Marketing Automation - Reporting - Reporting/Analytics - Sales Pipeline Management - Sales Reports - Third-Party Integrations ## Integrations (1 total) - HealthSherpa ## Support Options - Email/Help Desk - Knowledge Base - Phone Support ## Category - [CRM Software](https://www.softwareadvice.co.nz/directory/4153/crm/software) ## Reviews ### "Best CRM Out There" — 5.0/5 > **Brandon** | *13 July 2026* | Insurance | Recommendation rating: 10.0/10 > > **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. > > 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. ----- ### "Best Insurance CRM on the Market\!" — 5.0/5 > **Dylan** | *28 July 2026* | Individual & Family Services | Recommendation rating: 10.0/10 > > **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. ----- ### "A CRM That Has Grown With Our Agency" — 5.0/5 > **Leah** | *13 July 2026* | Insurance | Recommendation rating: 10.0/10 > > **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 > > 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. ----- ### "Top notch service" — 5.0/5 > **Steven** | *13 July 2026* | Insurance | Recommendation rating: 10.0/10 > > **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 > > Great experience. Would highly recommend. \[sensitive content hidden\] is amazing and very helpful. He is doing a great job ----- ### "A CRM That Actually Understands the Insurance Business" — 5.0/5 > **Keyshawna** | *14 August 2026* | Insurance | Recommendation rating: 10.0/10 > > **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. ----- Page: 1 / 2\ Next: [Next page](https://www.softwareadvice.co.nz/software/558784/AgencyView?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.co.nz/software/558784/AgencyView) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data