About Better Agency

Better Agency is a web-based insurance CRM software designed to help P/C agents manage service requests, follow up with prospects, and communicate with claimants for renewals. It lets users automate campaigns via emails, texts, and notifications that are sent to clients, prospects, and other team members.

Key features of Better Agency include contact management, email marketing, interaction tracking, document storage, forecasting, referral tracking, segmentation, and sales pipeline management. The system allows insurance agents to drag-and-drop prospects across various stages of the pipeline and streamline lead management processes. The contact record functionality enables teams to log all texts, emails, and recorded calls with clients and prospects, helping keep track of every interaction from a unified platform.

Better Agency's dashboard assists managers with monitoring sources of leads and gaining insights into the number of leads per producer and how much commission has been generated by the agency. Direct integration with Zapier enables users to customize the solution by connecting with various tools according to individual requirements.

Key benefits of Better Agency

• Done-For-You Automation Campaigns
• Done-For-You Google Review Campaigns
• Done-For-You Cross-Selling Campaigns
• Done-For-You Renewal Campaigns
• Done-For-You Claims Campaigns
• Fully Automated Sales, Service, Renewal Pipelines
• Native Texting and Email Sync

Devices

Business size

S M L

Images

Better Agency dashboard
Better Agency policies sold
Better Agency user management
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Better Agency video
Better Agency screenshot: Better Agency dashboard Better Agency screenshot: Better Agency policies sold Better Agency screenshot: Better Agency user management

Features

Total features of Better Agency: 64

  • Activity Dashboard
  • Alerts/Notifications
  • Calendar/Reminder System
  • Campaign Analytics
  • Campaign Management
  • Campaign Planning
  • Campaign Segmentation
  • Cancellation Tracking
  • Carrier Upload
  • Claims Management
  • Claims Tracking
  • Commercial Lines
  • Commission Management
  • Comparative Insurance Rating
  • Contact Management
  • Document Management
  • Document Storage
  • Email Distribution
  • Email Management
  • Email Marketing
  • For Auto Insurance
  • For Casualty Insurance
  • For Homeowners Insurance
  • For Personal Insurance
  • For Professional Liability
  • Forecasting
  • Insurance Policy Management
  • Insurance Rating
  • Interaction Tracking
  • Lead Generation
  • Lead Management
  • Marketing Automation
  • Mobile Access
  • Multi-Campaign
  • Multi-State
  • Multiple Line Rating
  • Pipeline Reports
  • Policy Generation
  • Policy Management
  • Property & Casualty
  • Quotes/Estimates
  • Rating Engine
  • Real Time Notifications
  • Real Time Reporting
  • Referral Tracking
  • Reinstatement Tracking
  • Renewal Management
  • Reporting & Statistics
  • Reporting/Analytics
  • SMS Marketing Managment
  • Sales Automation
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Reports
  • Sales Trend Analysis
  • Search/Filter
  • Segmentation
  • Single Data Entry
  • Status Tracking
  • Summary Reports
  • Task Management
  • Task Progress Tracking
  • User Management
  • Workflow Management

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Odoo

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Reviews

Overall rating

5 /5
(7)
Value for Money
5/5
Features
5/5
Ease of Use
5/5
Customer Support
5/5

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Showing 5 reviews of 7
Jeromy H.
Overall rating
  • Industry: Insurance
  • Company size: 11-50 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Game Changer!

Reviewed on 2020/10/16

It has allowed my agency to be more efficient in our daily processes for sales and service, which...

It has allowed my agency to be more efficient in our daily processes for sales and service, which made it possible to scale back on the number of systems we our using. Our team is much more productive and happier since Better Agency has simplified a lot of workflows.

Pros

Better Agency has allowed my insurance agency to provide a better experience for new and existing clients. This has lead to an increase in new businesses sales and retention, which means more revenue.

Cons

Like any new company there are things that need to be worked through as the user base grows, but they are open to any and all feedback.

Erik S.
Overall rating
  • Industry: Insurance
  • Company size: 11-50 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

A must have for the modern insurance agency

Reviewed on 2020/10/16

I recomend this to any agency owner that is serious about taking there agency to the next level. ...

I recomend this to any agency owner that is serious about taking there agency to the next level. The current features are second to none. Our agency has had a wonderful experience implementing into our processes for both sales and service. It has allowed us to really build out a scaleable process to grow with.

Pros

This product was easy to use and integrate into our agency. The results were immediate, and the team took to it very quickly. It has become one of the most important tools in our agency. We can enrich our client's experience light-years from where we were.

Cons

I jumped on it when they first started offering it. There was minimal growing pains, but that would be expected from a company growing as they are. But I also see it as a positive as they are quick to respond and enhance the features based of real user experiences.

Daniel H.
Overall rating
  • Industry: Insurance
  • Company size: 2-10 Employees
  • Used Daily for Free Trial
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

If you aren’t on Better Agency you have left $1000s on the table

Reviewed on 2020/10/16

I am on Day 6 of my free trial period with Better Agency. We have closed a 70k commercial risk and...

I am on Day 6 of my free trial period with Better Agency. We have closed a 70k commercial risk and a 12000 life policy on top of numerous personal lines policies due to its cross sell campaigns. You can do the quick math to tell yourself if that was worth the monthly subscription but for me if you aren’t using this for cross sells and follow ups your team is leaving thousands on the table and it’s proven because I left thousands on the table too. This is truly impressive software and there is almost 0 learning curve for the team because it’s so user friendly

Pros

Ease of use
Quickly implemented
Open API for future integrations
Customer support team is on top of everything
The best thing since sliced bread

Cons

Some of the functionality has bugs from time to time
Love to have it download carrier downloads to be more of a complete AMS

Ashley M.
Overall rating
  • Industry: Insurance
  • Company size: 2-10 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

BA Has Literally Leveled Up My Agency!

Reviewed on 2020/10/16

Phenomenal from start to finish. Great service and help, constant Zoom/Facebook lives for...

Phenomenal from start to finish. Great service and help, constant Zoom/Facebook lives for onboarding and getting help and the facebook group has been a great resource for answering questions as well.

Pros

The ease to jump right in that everything was done for me and set up! Only minor tweaks were needed. No need to invent the wheel!

Cons

There really isn't anything I dislike, I think there are just too many features that I haven't even started utilized some of them.

Response from Better Agency

Great to hear Ashley! We appreciate you :)

Michael O.
Overall rating
  • Industry: Insurance
  • Company size: 2-10 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Great Product- Awesome Vision

Reviewed on 2020/10/16

Fantastic, would recommend to anyone!

Fantastic, would recommend to anyone!

Pros

Always looking to be innovative and push new things. They are never happy with what they have and are always pushing to improve and not just improve but improve in ways that benefit their clients. They really value client feedback.

Cons

Still have a few things that need to be introduced but I have full confidence they will get it done soon and very well.

Showing 5 reviews of 7 Read all reviews

Better Agency FAQs

Below are some frequently asked questions for Better Agency.

Better Agency offers the following pricing plans:

  • Starting from:
  • Pricing model: Subscription
  • Free Trial: Not Available

Better Agency offers a 14-day trial at $1 for new users, after which the software is available across 3 pricing tiers. Pricing and functionality - outlined below - scales with number of users. Starter: $299/month for 1-3 users Growing: $399/month for 4-6 users Powerhouse: $549/month for 7-10 users Contact Better Agency directly for pricing information on more than 10 users.

We do not have any information about Better Agency features

Better Agency has the following typical customers:

2-10, 11-50, 51-200, 201-500

We do not have any information about what languages Better Agency supports

Better Agency supports the following devices:

Better Agency integrates with the following applications:

Facebook, NowCerts, Twilio Voice, Zapier

Better Agency offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base

Related categories

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