Better Agency

Comprehensive CRM solution for insurance agencies

5 /5 (7 reviews) Write a Review!

Better Agency Overview

What is 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.

Better Agency Overview

Pricing

Starting from
US$299,00/month

Pricing options

Free Trial
Subscription
Value for money

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.


Better Agency Features

Devices
Business size
S M L
Markets
United States, Canada, China, Japan
Supported Languages
English

Media

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

Better Agency Reviews

Better Agency Reviews

Overall rating
5
/
5
Excellent
7

Very good
0

Average
0

Poor
0

Terrible
0

Value for Money
5
Features
5
Ease of Use
5
Customer Support
5
100% recommended this app
Jeromy H.

Game Changer!

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.


Daniel H.

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

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


Erik S.

A must have for the modern insurance agency

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.


Ashley M.

BA Has Literally Leveled Up My Agency!

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.


Michael O.

Great Product- Awesome Vision

Fantastic, would recommend to anyone!


Jeromy H.
Industry: Insurance
Company size: 11-50 Employees

Game Changer!

Used Daily for 6-12 months
Reviewed on 2020/10/16
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Daniel H.
Industry: Insurance
Company size: 2-10 Employees

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

Used Daily for Free Trial
Reviewed on 2020/10/16
Review Source: Capterra

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

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Erik S.
Industry: Insurance
Company size: 11-50 Employees

A must have for the modern insurance agency

Used Daily for 6-12 months
Reviewed on 2020/10/16
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Ashley M.
Industry: Insurance
Company size: 2-10 Employees

BA Has Literally Leveled Up My Agency!

Used Daily for 6-12 months
Reviewed on 2020/10/16
Review Source: Capterra

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 :)

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Michael O.
Industry: Insurance
Company size: 2-10 Employees

Great Product- Awesome Vision

Used Daily for 6-12 months
Reviewed on 2020/10/16
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

User recommendation
10/10
Based on 7 user ratings
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Better Agency Pricing

Better Agency Pricing

Starting from
US$299,00/month
Free Trial
Subscription
Value for money

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.

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.

Value for Money
5/5
Based on 7 user ratings
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Better Agency Features

Better Agency Features

API
Accounting Integration
Activity Dashboard
Activity Tracking
Automatic Notifications
Billing & Invoicing
Calendar Management
Customer Database
Customizable Reporting
Data Import/Export
Document Management
Document Storage
Electronic Payments
Inventory Management
Inventory Tracking
Invoice Management
Reminders
Reporting & Statistics
Search Functionality
Third Party Integration
Features
5/5
Based on 7 user ratings
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Categories

Additional information for Better Agency

Additional information for Better Agency

Key features of Better Agency

  • Claims Management
  • Commission Management
  • Contact Management
  • Document Management
  • Document Storage
  • Email Integration
  • Forecasting
  • Lead Generation
  • Lead Management
  • Mobile Access
  • Multi-State
  • Policy Management
  • Quote Management
  • Referral Tracking
  • Task Management
  • Workflow Management

Benefits

• 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

Better Agency FAQs

Better Agency FAQs

Below are some frequently asked questions for Better Agency.

Q. What type of pricing plans does Better Agency offer?

Better Agency offers the following pricing plans:

Starting from: US$299,00/month

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.

Q. What are the main features of Better Agency?

Better Agency offers the following features:

  • Claims Management
  • Commission Management
  • Contact Management
  • Document Management
  • Document Storage
  • Email Integration
  • Forecasting
  • Lead Generation
  • Lead Management
  • Mobile Access
  • Multi-State
  • Policy Management
  • Quote Management
  • Referral Tracking
  • Task Management
  • Workflow Management

Q. Who are the typical users of Better Agency?

Better Agency has the following typical customers:

Small Business, Mid Size Business

Q. What languages does Better Agency support?

Better Agency supports the following languages:

English

Q. What type of pricing plans does Better Agency offer?

Better Agency has the following pricing plans:

Subscription

Q. Does Better Agency support mobile devices?

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

Q. What other apps does Better Agency integrate with?

Better Agency integrates with the following applications:

Facebook, NowCerts, Twilio, Zapier

Q. What level of support does Better Agency offer?

Better Agency offers the following support options:

Online Support, Knowledge Base, Video Tutorials, FAQs