Better Agency

Better Agency

13 Review(s)

Overview

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.

Overall Rating

Based on 13 users reviews

4

Rating Distribution

Positive

77%

Neutral

0%

Negative

23%

Starting Price
Custom

Better Agency Specifications

Contact Management

Lead Management

Opportunity Management

Customer Communication Tracking

View All Specifications

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
Request a personalized Better Agency price quote for your business today!

Disclaimer: The pricing is subject to change.

Better Agency Integrations

The software supports integration with multiple systems and platforms, such as:

Watch a free Better Agency demo to learn more about its integration capabilities.

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.

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With 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.

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The 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.

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Better 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.

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Sales 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.

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The 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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Pros And Cons of Better Agency

Pros

  • Insurance-specific automation tools

  • User-friendly interface and layout

  • Pre-built campaigns and templates

Cons

  • Limited reporting customization options

  • Minimal advanced segmentation tools

Better Agency Reviews

Total 13 reviews

4

All reviews are from verified customers

Rating Distribution

5

Stars

69%

4

Stars

8%

3

Stars

0%

2

Stars

0%

1

Stars

23%

Share your experience

M

Marta

Food & Beverages, 1-10 employees

Less than a year

1.0
July 2024

Better avoid it

Pros

This product is misleading. The claims that it helps with weight loss are false. As they just promises with no real results. They say they follow up but I have only received one call and the treatment is not effective.

Cons

The customer service was awful as the representative who assisted me was rude and did not listen. The product was also a disappointment as its claims were false.

Rating Distribution

Ease of use

2

Value for money

2

Customer Support

1

Functionality

2

N

Nate

Insurance, 11-50 employees

Less than a year

4.0
March 2024

Helps you become the best

Pros

The best part of Better Agency is how easy it is to use. Plus sharing and reassigning service and claim requests has made us more efficient. The sales pipeline keeps producers updated on their prospects and the renewal pipeline has been proven the best for retention.

Cons

We started using it early on and the onboarding process was a challenge. However I believe it has significantly improved since then.

Rating Distribution

Ease of use

9

Value for money

8

Customer Support

8

Functionality

8

A

Anonymous

Insurance, 1-10 employees

Less than 6 months

1.0
August 2022

Fails to keep its promises

Pros

My experience with Better Agency was mostly negative but this was not due to the software itself as it was more about the lack of sufficient customer support and their lack of knowledge about their own product. When it comes to the software it seemed to function well. The contact lists and individual profiles had all the information you'd need such as policy numbers, vehicle details and more. Also imade it easy to look up any client. The pipeline feature was probably the best part with boxes for organization at various stages of a sale, cross-selling, renewals, customer service and more. The email campaigns also looked great with lots of customization options. And you could even program it to send birthday cards to customers automatically. But unfortunately every email I sent through their system ended up in spam which prevented me from having success with it.

Cons

I did a lot of research to find the right AMS for my company and eventually chose it hoping for great things. Unfortunately the biggest issue was the severe lack of customer service and their poor understanding of their own product. As my title states it was a solution with empty promises. When I purchased the software I was told I would have access to the commissions beta which was a key factor in my decision. Despite this I never got access to it even though it was promised. The staff's knowledge was also lacking especially when it came to how their system handled email campaigns. I use Gsuite and it took me a while to figure out how to connect it myself. Despite asking about it before purchasing they couldn't explain how the system sent emails. To top it off all my emails ended up in spam.

Rating Distribution

Ease of use

3

Value for money

1

Customer Support

1

Functionality

3

Frequently Asked Questions

Typical users of Better Agency include independent agencies, insurance brokerages, life insurance firms, P&C insurance providers, health insurance agencies, and commercial insurance groups.

No, Better Agency does not offer a mobile app.

Better Agency provides live chat support, onboarding assistance, a knowledge base, and access to a dedicated customer success team.

No, Better Agency does not offer API access.

Better Agency cost follows a transparent, all-inclusive model that delivers complete CRM and proposal functionality, starting at $149 per month for up to three users, with additional users billed at $35 per month each. Request a personalized Better Agency price quote for your business today.

Better Agency supports integration with multiple systems and platforms, such as IVANS, Zapier, Gmail–Outlook, NowCerts, Thanks.io, Google Reviews, Alchemer, and Calendly.

Better Agency is primarily available in English.