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Track Your Book of Business with AgentVizion!

AgentVizion™ is a patent-pending, secure, cloud-based solution hosted by Western Marketing in partnership with Magnifact that enables Western Marketing agents and agencies to access their production data from multiple carriers and across different lines of business including Life, Health & Annuities – all in one centralized location!

Your production data is received directly from the carriers, so no manual data entry is needed on your part.

  • Western Marketing agencies can look at their complete downline information including their agents’ performance using the AgentVizion browser.
  • Western Marketing agents can utilize both the browser as well as the AgentVizion2Go mobile app to get a complete view of their book of business right on their smartphone or tablet, 24/7.  

Key AgentVizion features:

  • Cloud-based, 24/7 access to your Production data
  • Receive production information directly from carriers
  • No manual data entry needed
  • Powerful visual dashboard with charts and graphs
  • View production by Carrier, Agent, State, and Product
  • Currently interfaces with over 75 carriers
  • Automated nightly updates of your production data*
  • Track your progress towards incentives
  • Agency principals can monitor downline production

*Note that some carriers may not provide daily data through their portals, and instead provide manual files on a periodic basis. 

Request access today!

  • Agents pay $8.99/month (Browser + Mobile access)
  • Agencies pay $99/month (Browser access)
  • 2 months free for Annual subscriptions 
  • Agencies can sponsor agents in bulk (seats of 10, 25, 50, 75 and 100) at highly discounted rates. Click this link for more info.
Sign up by completing the form on this page or by calling (800) 852-7152.

REQUEST ACCESS

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Instructions for agencies and agents registered for AgentVizion :

Once a user account has been set up, please click here for instructions on how to access AgentVizion.

Contact info

Tel  800-852-7152 

Fax  888-507-1861


318 W Huron St

Missouri Valley, IA  51555

Business hours

Monday         8:00 - 5:00

Tuesday         7:30 - 5:00

Wednesday   7:30 - 5:00

Thursday       7:30 - 5:00

Friday             7:30 - 3:00


* all times are Central

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The information on this site is for licensed insurance agents and brokers only. If you are not an insurance professional, please do not rely on this information. Instead, refer questions to a licensed insurance professional. This material has been prepared for informational purposes only and should not be relied upon for accounting, legal, tax or investment advice. Some programs are not available in all states.

© 2020 Western Marketing