Production, AEP progress, lead rotation and compliance across every agent in one view. Independent agents keep their clients to themselves, so the people you recruit actually say yes.
Pro-seat packages from $650 a month. You only pay for agents who sign in.
Open Anviik and see who is on pace, who is behind, and which renewals and payments need someone today. No spreadsheets passed around on Friday.
Agency tools roll out in stages through 2027. On a call we'll show you exactly what's live today.
Recruiting stalls when agents think joining means handing over their clients. Anviik settles that up front, per agent.
Your agency, your book. You see their clients, policies and pipeline, and you turn features on or off for them. Captive agents can't change their own plan.
Their book stays theirs. You see production, goals and compliance status, never client names or contact details. If they leave, their clients leave with them, and they know it before they join.
Every package includes the full Pro plan for each seat plus the agency view. Add seats any time at the package's per-seat rate.
Mix Core seats in for newer or part-time agents. Minimum 10.
A seat counts in a month only if that agent signed in. Slow months and inactive recruits cost you nothing.
An independent member who wants Complete adds it for $85 a month on their own card. Captive members stay on the plan you set.
Agents compare uplines on contracts and support. A real system on day one is support they can see. Every agent you bring on gets Anviik set up under your agency, with their own book protected if they're independent.
No. Your package sets the seats you have, and you're billed only for agents who signed in that month. Inactive agents don't count.
No. You see their production, goals and compliance status. Client names, contact details and notes stay with the agent.
Independent agents keep their book and can keep using Anviik on their own plan. Captive agents' records stay with your agency.
Yes. The Office package starts at 10 seats. Under 10 agents, each agent can start on a regular plan and join your team later.
Yes. Client data is encrypted, and we sign a BAA with your agency.
Twenty minutes, one call. Bring your roster size and how you split captive and independent, and we'll price it on the spot.