Better Agency software offers a purpose-built CRM designed specifically for insurance agents, with a focus on automation, sales pipelines, and policy management. Although some users mention limited report flexibility, its insurance-first design, integrated workflows, and renewal triggers enhance efficiency across operations, making it a valuable solution for fast-paced agency environments.
Better Agency Specifications
Contact Management
Lead Management
Opportunity Management
Customer Communication Tracking
What Is Better Agency?
Better Agency features an insurance-centric CRM platform designed to streamline client communications, automate follow-ups, and drive policy renewals. It unifies sales and service processes within a single dashboard, enabling teams to manage leads, clients, and claims efficiently. Built-in campaigns and task automation help agencies close more policies and improve retention without relying on multiple tools.
Better Agency Pricing
Better Agency pricing offers a transparent, all-inclusive model that equips agencies with full CRM functionality and proposal tools, eliminating hidden costs. The breakdown includes:
- CRM + Proposals: $149/month (includes up to 3 users)
- Additional Users: $35/month/user
Disclaimer: The pricing is subject to change.
Better Agency Integrations
The software supports integration with multiple systems and platforms, such as:
- IVANS
- Zapier Software
- Gmail-Outlook
- NowCerts
- Thanks.io
- Alchemer
- Calendly Software
Who Is Better Agency For?
Better Agency is ideal for a wide range of industries and sectors, including:
- Independent agencies
- Insurance brokerages
- Life insurance firms
- P&C insurance providers
- Health insurance agencies
- Commercial insurance groups
Is Better Agency Right For You?
Better Agency stands out for its insurance-specific CRM capabilities, offering automation, built-in sales pipelines, and client retention tools under one roof. Its strong focus on workflows, combined with scalability and simple user experience, makes it especially valuable for growing agencies. As a recognized solution in the insurtech space, it prioritizes operational efficiency without compromising service quality.
Still doubtful if Better Agency software is the right fit for you? Connect with our customer support staff at (661) 384-7070 for further guidance.
Better Agency Features
Better Agency includes over 100 pre-built SMS, email, and task automation campaigns for sales, service, claims, and renewals. These ready-to-use workflows enable agencies to consistently and efficiently engage with clients without needing to build communication sequences from scratch.
See How It WorksWith branded video proposals, agencies can send personalized messages to prospects, building trust and increasing close rates. These videos add a human touch to sales efforts, helping agencies stand out and communicate value more clearly and effectively.
See How It WorksThe platform integrates with email to enable two-way syncing, automatically attaching communication threads to the relevant contact record. This ensures all correspondence is logged and easily accessible, improving client tracking and internal collaboration.
See How It WorksBetter Agency supports Zapier integration, allowing users to connect the CRM with thousands of third-party apps. This expands workflow possibilities, enabling teams to streamline processes and automate tasks beyond the core platform.
See How It WorksSales pipelines are fully customizable, enabling users to define deal stages that match their agency’s specific workflow. This flexibility supports better lead tracking, accountability, and sales performance.
See How It WorksThe software includes secure in-platform document storage, allowing users to upload, manage, and organize key files. Agencies retain full ownership of their data while maintaining convenient access to client-related documentation.
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