---
description: Learn how AgencyView can help your business. GetApp provides users in New Zealand with the most detailed information on software reviews, prices and features.
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title: AgencyView Reviews, Pricing & Ratings | GetApp NZ 2026
---

Breadcrumb: [Home](/) > [CRM Software](/directory/230/crm/software) > [AgencyView](/software/2104820/agencyview)

# AgencyView

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> AgencyView is a CRM platform for health and life insurance agents and agency owners. It features lead management with customizable pipelines, client and policy tracking with document storage, commission tracking with automated uploads, and contract/license tracking across all states. AgencyView also includes downline management, agency payroll processing, and a marketing suite with dialer, SMS, and email automation.
> 
> Verdict: Rated **5.0/5** by 6 users. Top-rated for **Likelihood to recommend**.

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## Overview

### Key benefits of AgencyView

Centralizes lead, client, commission, and contract management in a single platform tailored for health and life insurance agencies
Streamlines commission tracking with automated record matching, chargeback monitoring, and downline statement generation
Simplifies downline and agency management, including override tracking, payroll processing, and audit trails
Facilitates contract and license tracking across all states, with renewal reminders and roster filtering
Offers customizable lead pipelines, automated follow-ups, and integrated calendar scheduling for efficient workflow

## 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
- Calendar Management
- Contact Management
- Customizable Fields
- Data Import/Export
- Document Storage
- Email Management
- Email Marketing
- Interaction Tracking
- Lead Generation
- Lead Management
- Marketing Automation
- 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.getapp.co.nz/directory/230/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.

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### "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.

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### "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.

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### "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

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### "A Good CRM" — 5.0/5

> **Erik** | *14 July 2026* | Insurance | Recommendation rating: 10.0/10
> 
> **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.

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## Links

- [View on GetApp](https://www.getapp.co.nz/software/2104820/agencyview)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.getapp.com/all-software/a/agencyview/> |
| en-AE | <https://www.getapp.ae/software/2104820/agencyview> |
| en-AU | <https://www.getapp.com.au/software/2104820/agencyview> |
| en-CA | <https://www.getapp.ca/software/2104820/agencyview> |
| en-GB | <https://www.getapp.co.uk/software/2104820/agencyview> |
| en-IE | <https://www.getapp.ie/software/2104820/agencyview> |
| en-NZ | <https://www.getapp.co.nz/software/2104820/agencyview> |
| en-SG | <https://www.getapp.sg/software/2104820/agencyview> |
| en-ZA | <https://www.getapp.za.com/software/2104820/agencyview> |

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