For agencies and FMOs

See your whole agency. Keep every agent's book private.

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.

The agency view

Every agent's day, on one screen.

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.

Production and goals for each agent and the whole team
AEP progress per agent, so you coach before December, not after
Lead rotation that hands out leads fairly and tracks who worked them
Team compliance: SOAs, recordings and certifications flagged before they expire
Readiness for AEP, overrides, announcements and training in the same place

Agency tools roll out in stages through 2027. On a call we'll show you exactly what's live today.

Agency today14 agents active
Dana R.112% of AEP goal
Marcus T.96% of AEP goal
Priya S.3 SOAs expiring
Leo K.61% of AEP goal
Next lead in rotationMarcus T.
Two kinds of agents, one agency

You choose what you see. Independent agents keep their book.

Recruiting stalls when agents think joining means handing over their clients. Anviik settles that up front, per agent.

Captive agents

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.

Independent agents

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.

Agency pricing

Pro seats, priced by the floor.

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.

Office
$650/month

10 Pro seats

Extra seats $65 each

Book a call
Floor
$2,750/month

50 Pro seats

Extra seats $55 each

Book a call
FMO
Quoted

100 seats and up

Priced to your downline

Talk to us

Core seats for agents who need the basics

Mix Core seats in for newer or part-time agents. Minimum 10.

10 to 49 seats$39 / seat
50 to 199 seats$32 / seat
200 seats and upQuoted

Only pay for agents who sign in

A seat counts in a month only if that agent signed in. Slow months and inactive recruits cost you nothing.

Independent agents can upgrade themselves

An independent member who wants Complete adds it for $85 a month on their own card. Captive members stay on the plan you set.

Recruiting

Give recruits a reason to pick you.

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.

Joining your agency
They accept your invite and land on their Today screen
Already using Anviik? Their account links to your team, nothing to rebuild
Independent agents see exactly what you can and can't see before they accept

Questions owners ask

Do I have to buy a seat for every agent on my roster?

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.

Can I see an independent agent's clients?

No. You see their production, goals and compliance status. Client names, contact details and notes stay with the agent.

What happens to an agent's data if they leave?

Independent agents keep their book and can keep using Anviik on their own plan. Captive agents' records stay with your agency.

Is this for small agencies too?

Yes. The Office package starts at 10 seats. Under 10 agents, each agent can start on a regular plan and join your team later.

Is Anviik HIPAA ready?

Yes. Client data is encrypted, and we sign a BAA with your agency.

See it with your own agents in mind.

Twenty minutes, one call. Bring your roster size and how you split captive and independent, and we'll price it on the spot.