Better Agency

star star star star star 0.0 (0 reviews) | CRM Software · CRM For Insurance Agents

Streamline your insurance agency with Better Agency's CRM, featuring automation, sales pipelines, and policy management for ultimate efficiency.

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Product Overview

The software known as Better Agency provides a custom-built CRM tailored for insurance professionals. It emphasizes automation, sales pipelines, and management of policies. While a few users have pointed out that reporting options may be somewhat restricted, the platform's design prioritizes the insurance industry. With integrated workflows and renewal triggers, it significantly boosts operational efficiency, proving to be an essential tool for agencies operating in a dynamic setting.

Product Details

What Is Better Agency?

Better Agency provides a CRM platform focused on the insurance industry, aimed at enhancing client interactions, automating follow-up processes, and promoting policy renewals. It consolidates both sales and service functionalities into one easy-to-use dashboard, allowing teams to effectively handle leads, clients, and claims. With integrated campaigns and task automation, agencies can increase policy closures and boost client retention without the need for various tools.

Better Agency Pricing

The pricing structure for Better Agency is clear and comprehensive, giving agencies access to complete CRM features and proposal tools while avoiding any hidden fees. The pricing details are as follows:

CRM + Proposals: $149/month (covers up to 3 users)
Additional Users: $35/month/user

Get in touch for a customized quote tailored to your agency's needs!

Please note that prices may vary.

Better Agency Integrations

This software allows integration with various systems and platforms, including:

IVANS
Zapier Software
Gmail-Outlook
NowCerts
Thanks.io
Alchemer
Calendly Software

Check out a free demo of Better Agency to discover more about its integration options.

Who Is Better Agency For?

Better Agency caters to a diverse array of industries and sectors, such as:

Independent agencies
Insurance brokerages
Life insurance firms
P&C insurance providers
Health insurance agencies
Commercial insurance groups

Is Better Agency Right For You?

The unique CRM features of Better Agency make it a standout choice for the insurance sector, offering automation, integrated sales pipelines, and tools for client retention all in one place. Its emphasis on streamlined workflows, along with its scalability and user-friendly design, is particularly beneficial for growing agencies. As a reputable option within the insurtech industry, it focuses on enhancing operational efficiency while maintaining high service standards.

If you're still uncertain whether Better Agency is the right solution for your needs, feel free to reach out to our customer support team at info@softwareseekers.com for assistance.

CRM Software Features

cancel Security

cancel Training

cancel Dashboard

cancel Invoicing

cancel Reporting

cancel Timeclock

cancel Mobile App

cancel Mobile CRM

cancel Purchasing

cancel Online Help

cancel AI Analytics

cancel Audit Trails

cancel ChatGPT said:

cancel Integrations

cancel Lead Routing

cancel Sales Orders

cancel Client Portal

cancel HR Compliance

cancel Insurance CRM

cancel Time Tracking

cancel CRM for Retail

cancel Healthcare CRM

cancel Mobile CRM App

cancel Sales Pipeline

cancel Sales Tracking

cancel Tax Management

cancel Budget Tracking

cancel Case Management

cancel CRM for Coaches

cancel CRM for Outlook

cancel CRM Integration

cancel Deployment Type

cancel Email Marketing

cancel Lead Generation

check_circle Lead Management

cancel Market Position

cancel Task Management

cancel Accounts Payable

cancel CRM for Facebook

cancel CRM for Startups

cancel Customer Support

cancel Distribution CRM

cancel Donor Management

cancel Event Management

cancel Expense Tracking

cancel Fundraising Tool

cancel Grant Management

cancel Sales Automation

cancel Activity Tracking

cancel Budget Management

cancel CRM for B2B Sales

cancel CRM for Education

cancel CRM for Marketing

cancel Donation Tracking

check_circle Email Integration

cancel Fundraising Tools

cancel Project Templates

cancel Sales Forecasting

cancel Vendor Management

cancel Activity Dashboard

check_circle Contact Management

cancel Content Management

cancel CRM for Healthcare

cancel CRM for Nonprofits

cancel Financial Tracking

cancel Hotel CRM Software

cancel Invoice Management

cancel Payment Processing

cancel Payroll Processing

cancel Project Scheduling

cancel Route Optimization

cancel Accounts Receivable

cancel Alerts/Notifications

cancel Analytics & Reporting

cancel Automated Workflows

cancel Bank Reconciliation

cancel Campaign Management

cancel Collaboration Tools

cancel Contract Management

cancel CRM for Consultants

cancel CRM for Contractors

cancel CRM for Field Sales

cancel CRM for Freelancers

cancel CRM for Hospitality

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cancel CRM for Sales Teams

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cancel Customer Management

check_circle Document Management

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cancel Employee Onboarding

cancel Financial Reporting

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cancel Reporting & Analytics

cancel Resource Allocation

check_circle Workflow Automation

cancel Android CRM Software

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cancel CRM for Distributors

cancel Higher Education CRM

cancel Inventory Management

cancel IT Ticketing Systems

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cancel Merchandise Transfer

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cancel Performance Tracking

cancel Quotation Management

cancel Volunteer Management

cancel Warehouse Management

cancel Compliance Management

cancel CRM for Loan Officers

check_circle Customer Segmentation

cancel Membership Management

cancel Mortgage CRM Software

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cancel Productivity Tracking

cancel Safety and Compliance

cancel CRM for Digital Agency

cancel CRM for Small Business

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cancel Guest Intelligence CRM

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check_circle Opportunity Management

cancel Performance Management

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cancel CRM for Media Companies

cancel Customer Service/Support

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cancel Enterprise CRM Software

cancel Recipe & Menu Engineering

cancel Registration Management

cancel Reporting and Analytics

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cancel Alerts and Notifications

cancel Communication management

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cancel CRM for Insurance Agents

cancel CRM for Marketing Agency

cancel CRM for Mortgage Brokers

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check_circle Deal Pipeline Management

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cancel Training and Development

cancel Automated Purchase Orders

cancel Budgeting and Forecasting

cancel CRM for Equipment Dealers

cancel CRM for Insurance Brokers

cancel CRM for Service Providers

cancel Customer Service Software

cancel Customizable HR Workflows

cancel Email Integration (implied)

cancel Mobile CRM / Mobile CRM App

cancel Sales Pipeline Management

cancel AI-Integrated CRM Solution

cancel CRM for Content Management

cancel CRM for Financial Advisors

cancel CRM for Financial Services

cancel CRM for Logistics Industry

cancel CRM for Outside Sales Reps

cancel CRM for Project Management

cancel CRM for Real Estate Agents

cancel Customer Support Ticketing

cancel Sales Engagement Platforms

cancel Account Management Software

cancel Channel Management Software

cancel Contact Management Software

cancel CRM for Political Campaigns

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cancel CRM for Workflow Management

cancel Email Marketing Integration

cancel Sales Acceleration Software

cancel Small Business CRM Software

cancel Auto Dealership CRM Software

cancel CRM for Construction Company

cancel Customer Engagement Platform

cancel Employee Database Management

cancel Task and Activity Management

cancel Task Assignment and Tracking

cancel Time and Attendance Tracking

cancel CRM for Professional Services

cancel Customer Feedback and Surveys

cancel Investor/Customer Segmentation

cancel CRM for Manufacturing Business

cancel CRM for Social Media Marketing

cancel CRM for Health Insurance Agents

cancel CRM for Real Estate Wholesalers

check_circle Customer Communication Tracking

cancel Employee Information Management

cancel Project Planning and Scheduling

cancel Sales Force Automation Software

cancel Sales Forecasting (via analytics)

cancel Appointment Management/Scheduling

cancel CRM for Digital Marketing Agency

cancel CRM for Membership Organizations

cancel Delivery Planning And Scheduling

cancel Integration With Marketing Tools

cancel Integration with Third‑Party Apps

cancel Mobile CRM (implied mobile access)

cancel CRM Software for Accounting Firms

cancel Email Integration / Email Marketing

check_circle Integration with Third-Party Apps

cancel Cloud Based CRM for Small Business

cancel Mobile CRM Analytics And Reporting

cancel Recruitment and Applicant Tracking

cancel Task Management Alerts/Notifications

cancel Customer Relationship Management (CRM)

cancel Opportunity & Deal Pipeline Management

cancel Workflow Automation/Automated Workflows

cancel Sales Pipeline / Deal Pipeline Management

cancel Workflow Automation / Automated Workflows

cancel Social Media Integration (via integration)

cancel Sales Forecasting (pipeline value tracking)

cancel CRM for Offices and Public Administrations

cancel Multi-Channel Support (Email, SMS, WhatsApp, Chat)

cancel Analytics and Reporting/Reporting and Analytics

cancel Analytics and Reporting / Reporting and Analytics

cancel Case/Support Ticketing (Customer Support Ticketing)

cancel Deal Pipeline Management / Sales Pipeline Tracking

cancel Social Media Integration (lead capture from social channels)

Pros & Cons

Pros

checkInsurance-specific automation tools

checkUser-friendly interface and layout

checkPre-built campaigns and templates

Cons

closeLimited reporting customization options

closeMinimal advanced segmentation tools

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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.

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