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Better Agency

The software known as Better Agency provides a custom-built CRM tailored for insurance professionals. It emphasizes automation, sales pipelines, and management...

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The software known as Better Agency provides a custom-built CRM tailored for insurance professionals. It emphasizes automation, sales pipelines, and management...

Watch Demo Get Pricing
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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

✘ security
✘ training
✘ dashboard
✘ invoicing
✘ reporting
✘ timeclock
✘ mobile app
✘ mobile crm
✘ purchasing
✘ online help
✘ ai analytics
✘ audit trails
✘ chatgpt said
✘ integrations
✘ lead routing
✘ sales orders
✘ client portal
✘ hr compliance
✘ insurance crm
✘ time tracking
✘ crm for retail
✘ healthcare crm
✘ mobile crm app
✘ sales pipeline
✘ sales tracking
✘ tax management
✘ budget tracking
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✘ deployment type
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✘ donation tracking
✔ email integration
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✘ project templates
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✔ contact management
✘ content management
✘ crm for healthcare
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✘ financial tracking
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✘ invoice management
✘ payment processing
✘ payroll processing
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✘ alertsnotifications
✘ analytics reporting
✘ automated workflows
✘ bank reconciliation
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✘ collaboration tools
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✔ customer segmentation
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✘ customer service support
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✘ multi channel management
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✘ social media integration
✘ task activity management
✘ training and development
✘ automated purchase orders
✘ budgeting and forecasting
✘ crm for equipment dealers
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✘ customer service software
✘ customizable hr workflows
✘ email integration implied
✘ mobile crm mobile crm app
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✘ delivery planning and scheduling
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✘ crm software for accounting firms
✘ email integration email marketing
✔ integration with third party apps
✘ cloud based crm for small business
✘ mobile crm analytics and reporting
✘ recruitment and applicant tracking
✘ task management alertsnotifications
✘ customer relationship management crm
✘ opportunity deal pipeline management
✘ workflow automationautomated workflows
✘ sales pipeline deal pipeline management
✘ workflow automation automated workflows
✘ social media integration via integration
✘ sales forecasting pipeline value tracking
✘ crm for offices and public administrations
✘ multi channel support email sms whatsapp chat
✘ analytics and reportingreporting and analytics
✘ analytics and reporting reporting and analytics
✘ casesupport ticketing customer support ticketing
✘ deal pipeline management sales pipeline tracking
✘ social media integration lead capture from social channels

Pros

  • ✔ Insurance-specific automation tools
  • ✔ User-friendly interface and layout
  • ✔ Pre-built campaigns and templates

Cons

  • ✘ Limited reporting customization options
  • ✘ Minimal advanced segmentation tools

Price

Professional

Custom

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Ratings

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Frequently Asked Questions

Find answers to the most common queries about our software recommendation service.

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.