AgencyView vs Insureio

Side-by-side from the Top 11 ranking of InsuredMine vs AgencyZoom vs NowCerts: 11 Best CRM for Insurance Agents (2026). Last verified October 31, 2026.

The short answer

AgencyView ranks higher on Top 11 (#5 vs #7) for Owners, principals and operations leads of United States insurance agencies, independent property and casualty, Medicare, health, benefits and life, who have decided to buy a CRM and want to know which one will agree with the agency management system they already run.. Free plan, printed prices and commission tracking for health and life. Six reviews.

At a glance

AgencyViewInsureio
Top 11 rank#5 / InsuredMine vs AgencyZoom vs NowCerts: 11 Best CRM for Insurance Agents (2026)#7 / InsuredMine vs AgencyZoom vs NowCerts: 11 Best CRM for Insurance Agents (2026)
Score (out of 9.4)6.96.4
Best forHealth and life agents who want a free startLife agents who sell by e-application
Pricing$ (Newly Licensed free to 25 clients or policies; Independent Agent $29 a month to 50; Insurance Broker $49 unlimited; Agency $199 a month for 5 users, $20 per extra user; Enterprise $300 a month plus Agency and a $2,000 build fee; Marketing Suite $50 a month)$ (Basic $25, Marketing $50, Agency Management $50, Marketing and Agency Management $75, billed monthly; 30 day free trial; website quoting widget needs a Compulife subscription, $96 a year at the discounted rate)
HQ—Roseville, CA
Founded——

AgencyView

Free plan, printed prices and commission tracking for health and life. Six reviews.

www.myagencyview.com/

See full entry in InsuredMine vs AgencyZoom vs NowCerts: 11 Best CRM for Insurance Agents (2026)

Methodology and scoring weights live at /methodology. No vendor pays for placement — see about.