Built for Health Agencies

Health insurance agency software for every line you write

Track group, individual, and supplemental health production across carriers, attribute it to the writing agent, and reconcile commissions and overrides across your whole downline.

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Health agencies juggle group and individual medical, plus a supplemental stack (dental, vision, accident, hospital indemnity, and more) often across many carriers with very different statement formats. Keeping production and commissions straight across all of it by hand is a losing battle.

AgencyGrid brings every line into one live book of business report. It ingests each carrier’s files automatically, matches production to the writing agent by NPN, and rolls commissions and overrides up your agency hierarchy, so the whole agency runs off one current view instead of a stack of spreadsheets.

Group, individual, and supplemental in one place

Whether the business is a group medical plan, an individual policy, or a supplemental product, AgencyGrid ingests and attributes it the same way. Production from every carrier and line lands in one book, rolled up through your hierarchy and scoped so each agent, manager, and the agency sees exactly their slice.

✓ Group, individual, and supplemental lines side by side
✓ Per-member and per-group commission attribution
✓ NPN matching with triage for unmatched rows

Reconciliation across many carriers

With a wide carrier mix, small discrepancies add up fast. AgencyGrid’s commission reconciliation software computes expected pay from your comp grid and compares it to what each carrier actually paid, flagging underpaid, missing, and charged-back policies so nothing slips through across the stack.

Why health agencies choose AgencyGrid

One book across every line

Every carrier automated

Group, individual, and supplemental statements pulled and loaded on schedule.

Commissions reconciled

Expected-vs-actual across every carrier, with shortfalls flagged in dollars.

Hierarchy rollups

Production and overrides rolled up cleanly across your downline.

Role-scoped views

Agents, managers, and the agency each see exactly their slice of the book.

FAQ

Common questions

What is health insurance agency software?

It helps a health agency track production and commissions across group, individual, and supplemental lines and multiple carriers. AgencyGrid automates ingestion, attribution, reconciliation, and hierarchy rollups so the whole agency runs off one live book.

Does it handle both group and individual business?

Yes. Group medical, individual policies, and supplemental products are all ingested and attributed the same way, then rolled up through your hierarchy.

Can it reconcile commissions across many carriers?

Yes. AgencyGrid computes expected pay from your comp grid and compares it to each carrier’s actual payment, flagging underpaid, missing, and charged-back policies across the whole carrier mix.

How is production attributed to agents?

Every policy is matched to the writing agent by NPN, with a triage workflow for any rows that do not match your roster cleanly.

Keep exploring

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Go deeper into the platform

Commission Tracking SoftwareThe complete guide to tracking insurance commissions and overrides across a downline.Book of Business ReportingConsolidate every in-force policy into one live, hierarchy-aware view.Agency Hierarchy SoftwareModel uplines, downlines, and sub-agencies as one living structure.

Run your health agency on one grid

Bring group, individual, and supplemental production into one reconciled book.

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