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?
AgentView provides everything you need to manage your agency efficiently and grow your business.
Hierarchy Management
The most dynamic hierarchy tool for your company structure and downline. 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 powerful tracking and management tools.
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, you can achieve a new level of engagement. To our knowledge, morale and productivity have never been higher.
