AgentView

Are you an IMO, FMO, or NMO looking for modern solutions? If you want to be the best, you have to use the best tools.

Meet AgentView, your agency's new secret weapon. Our Insurance App is guaranteed to save your agents time to focus on what matters most.

What do you get?

No agents were harmed in the making of this software.

Hierarchy Management

The most dynamic hierarchy tools for your comp structure and downlines.
From all the carriers, products, up-lines and down-lines, we make it simple to understand commissions at all levels.  

Book of Business

We make it easy for an agent to manage their progress. Now agents can track financial metrics and highlight important dates for their policyholders.

Once a lead is closed, our software comes to life with referral tracking and time sensitive deadlines.

Your book is organized just for you. Designed to keep all the information at your fingertips.

Reporting

Make smart decisions faster - our tracking and analytics help all agents and admins in your organization.

Planning and projections are integral for your organization to bring the future to life.

Leaderboard

All agents benefit from the open communication and progress features within AgentView. From creating custom awards to setting goals, your can achieve a new level of engagement.

To our knowledge, morale has only been shown to increase within an organization.

“All of our agents love it.”

Agentview has streamlined our business operations and significantly reduced the time our agents spend on daily tasks.
Sumedh Basani, CEO
Karma Financial

Schedule a Demo

We guarantee this will be worth your time.

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