AgencyView vs Salesforce Financial Services Cloud
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 #6) 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
| AgencyView | Salesforce Financial Services Cloud | |
|---|---|---|
| Top 11 rank | #5 / InsuredMine vs AgencyZoom vs NowCerts: 11 Best CRM for Insurance Agents (2026) | #6 / InsuredMine vs AgencyZoom vs NowCerts: 11 Best CRM for Insurance Agents (2026) |
| Score (out of 9.4) | 6.9 | 6.6 |
| Best for | Health and life agents who want a free start | Large brokerages that already run Salesforce |
| 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) | $$$$ (Sales or Service Core $325, Advanced $500, Max $700 per user a month, billed annually; Insurance Brokerages included with Advanced and Max; Digital Insurance add on $180,000, included in Max) |
| HQ | — | — |
| 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)
Salesforce Financial Services Cloud
Printed prices and an Insurance Brokerages edition. The AMS join is your project.
www.salesforce.com/financial-services/pricing/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.