---
description: Get detailed information about AgencyView usability, features, price, benefits and disadvantages from verified user experiences. Read reviews and discover similar tools on Capterra Israel.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: AgencyView Price, Reviews & Ratings - Capterra Israel 2026
---

Breadcrumb: [Home](/) > [CRM Software](/directory/2/customer-relationship-management/software) > [AgencyView](/software/1106607/AgencyView)

# AgencyView

Canonical: https://www.capterra.co.il/software/1106607/AgencyView

> AgencyView is CRM software that helps health and life insurance agents manage leads, clients, commissions, and contracting.
> 
> Verdict: Rated **5.0/5** by 5 users. Top-rated for **Likelihood to recommend**.

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## Overview

### Who Uses AgencyView?

Life, Health and Medicare Insurance Agent and Agencies.

## Quick Stats & Ratings

| Metric | Rating | Detail |
| **Overall** | **5.0/5** | 5 Reviews |
| Ease of Use | 5.0/5 | Based on overall reviews |
| Customer Support Software | 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

- Contact Management Software
- Data Import/Export
- Document Storage
- Email Management Software
- Interaction Tracking
- Lead Management Software
- Reporting/Analytics
- Sales Pipeline Management

## Integrations (1 total)

- HealthSherpa

## Support Options

- Email/Help Desk
- Knowledge Base Software
- Phone Support

## Category

- [CRM Software](https://www.capterra.co.il/directory/2/customer-relationship-management/software)

## Alternatives

1. [monday CRM](https://www.capterra.co.il/software/1024614/monday-crm) — 4.7/5 (465 reviews)
2. [Bigin by Zoho CRM](https://www.capterra.co.il/software/204998/bigin-by-zoho-crm) — 4.7/5 (738 reviews)
3. [Salesforce Sales Cloud](https://www.capterra.co.il/software/61368/salesforce) — 4.4/5 (18802 reviews)
4. [Mailchimp](https://www.capterra.co.il/software/110228/mailchimp) — 4.5/5 (17662 reviews)
5. [Zoho CRM](https://www.capterra.co.il/software/155928/zoho-crm) — 4.3/5 (6987 reviews)

## Reviews

### "Best CRM Out There" — 5.0/5

> **Brandon** | *13 July 2026* | Insurance Software | 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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### "Top notch service" — 5.0/5

> **Steven** | *13 July 2026* | Insurance Software | 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 Has Grown With Our Agency" — 5.0/5

> **Leah** | *13 July 2026* | Insurance Software | 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.

-----

### "A Good CRM" — 5.0/5

> **Erik** | *14 July 2026* | Insurance Software | 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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### "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.

## Links

- [View on Capterra](https://www.capterra.co.il/software/1106607/AgencyView)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.capterra.com/p/10051223/AgencyView/> |
| en-AE | <https://www.capterra.ae/software/1106607/AgencyView> |
| en-AU | <https://www.capterra.com.au/software/1106607/AgencyView> |
| en-CA | <https://www.capterra.ca/software/1106607/AgencyView> |
| en-GB | <https://www.capterra.co.uk/software/1106607/AgencyView> |
| en-IE | <https://www.capterra.ie/software/1106607/AgencyView> |
| en-IL | <https://www.capterra.co.il/software/1106607/AgencyView> |
| en-IN | <https://www.capterra.in/software/1106607/AgencyView> |
| en-NZ | <https://www.capterra.co.nz/software/1106607/AgencyView> |
| en-SG | <https://www.capterra.com.sg/software/1106607/AgencyView> |
| en-ZA | <https://www.capterra.co.za/software/1106607/AgencyView> |

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