AgencyZoom vs Better Agency

Keap

AgencyBloc AMS+

charles

Orangedox

Applied CSR24

InsureCert

Compare AgencyZoom and Better Agency based on features, pricing, verified reviews, integrations & more on GetApp. Find out which software is best for your business in 2026.

AgencyBloc helps life and health insurance agencies grow their business by organizing and automating their operations with solutions to help agencies create efficiencies in sales enablement, quoting, client and policy management, commissions processing, and more.

Imagine AUTOMATED insurance software as passive, embedded and totally secure. Imagine insurance that adapts automatically to your client's needs and constantly works to find them the best coverage.

Applied CSR24 is a cloud-based customer service software designed to help businesses provide a self-service portal to customers to deliver insurance information, online bill pay, documents, and messages on mobile devices. It lets teams alter documents according to the needs of the clients.

AgencyZoom is a sales management suite designed for insurance agencies of all sizes. The cloud-based platform offers tools such as client onboarding, employee recognition, commission calculations, document generation, workflow management, task automation, and more.

Commission Calculations

Commission Management

Configurable Workflow

Lead Management

Policy Management

Property & Casualty

Reminders

Workflow Management

AgencyZoom

Web-based

Partner

AZ does a great job of giving the entire team a visual of where they are vs where they should be, the reporting features are fantastic, and it's very EASY TO USE.

The product is very affordable, no matter the size of your agency, this is a great tool and it's only going to get better.

Allstate Agent

Support team will help you make it work for you. His team is super responsive and he knows Allstate and our business as well as anyone.

Comm Acct Manager, P&C

Multiple users are touching multiple accounts and wasting so much time. It appears there must be more to it than we've been taught but the instructor seems as vague as the software.

Insurance Agency manager

If they charged 3 times the amount currently charged, I would still happily use this software.

Insurance Agent

Love the email reminders for customers to sign docs which helps with people who cant come to the office.

I can now run payroll for all my employees in under a minute. This is the best investment for any agency owner who is looking to organize and streamline their office.

Director of Business Development

Customer service is awesome with quick turnaround with answers. I expect many new features to come too.

Sales Development Rep

Integration with phone system presents problems sometimes.

AGENCY OWNER

The price is right and the value is exceptional. It will help any agency get organized with leads, commission tracking, automation and retention.

Owner

Support is available via chat, and the FB group really helps to voice your opinion on new updates.

There is no place to manually edit work flows, and the long term retention automation is not built out yet.

Incredible user interface, easy and intuitive which makes it a breeze for new agents.

AgencyZoom screenshot: AgencyZoom report dashboard

AgencyZoom screenshot: AgencyZoom welcome pack generation

AgencyZoom screenshot: AgencyZoom coverage checklists

AgencyZoom screenshot: AgencyZoom P&C pipeline

AgencyZoom screenshot: AgencyZoom automated workflows

Large Enterprises

Mid Size Business

Small Business

Step up to all-in-one sales & marketing solution designed for entrepreneurs, startups and larger teams. The platform organizes customer information and daily work in one place so teams have more time to focus on growing the business and delivering great service.

charles assists companies in pioneering conversational commerce by integrating shop systems, chat apps, and bots in a single platform. Key features include lead distribution & qualification, analytics, human handover, one-to-one messaging, real-time conversations, multi-chat, automation, and more.

Orangedox is a cloud-based software that helps Dropbox and Google Drive users store, track, customize, and share documents to streamline sales, marketing, and compliance processes. Content creators can publish Lightroom presets, DNG filters, or graphics and distribute them using a shareable link.

Better Agency is an 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.

Activity Dashboard

Alerts/Notifications

Calendar/Reminder System

Campaign Management

Cancellation Tracking

Carrier Upload

Claims Management

Claims Tracking

Commercial Lines

Comparative Insurance Rating

Contact Management

Dashboard

Document Management

Document Storage

Email Management

Email Marketing

Email Templates

For Auto Insurance

For Casualty Insurance

For Homeowners Insurance

For Insurance Industry

For Personal Insurance

For Professional Liability

Forecasting

Insurance Management

Insurance Policy Management

Insurance Rating

Interaction Tracking

Lead Generation

Live Chat

Marketing Automation

Mobile Access

Monitoring

Multi-State

Multiple Line Rating

Pipeline Management

Quotes/Estimates

Rating Engine

Real-Time Reporting

Referral Tracking

Reinstatement Tracking

Renewal Management

Reporting & Statistics

Reporting/Analytics

Sales Forecasting

Sales Pipeline Management

Sales Reports

Sales Trend Analysis

Search/Filter

Segmentation

Status Tracking

Task Management

User Management

Better Agency

And the chat, you can say, does not work because whoever is on the other end of that chat has absolutely no knowledge of simple things.

The worst part about this company is the extreme lack of customer service as well as knowledge of their own products. Further, as my title states, it was "a solution with empty and broken promises.

Ease of use, functionality and time savings are huge reasons why this is one of, if not the best CRM system for insurance agencies on the market.

I ended the chat out of frustration and later got a transcript of the person advising me to search for a 3rd party for 2 factor login. You'll regret purchasing.

President

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.

Their email campaigns also looked very good as you could customize so many different parameters for prospects and existing customers.

I was appalled that the person did not know what this was in 2022 as society has been using this for at least 10 years on almost any website you’re required to log into.

Oracle Database Administrator

It has rapidly evolved into one of the most valuable resources available to our organization. From where we were, we can now improve the experience that we provide for our customers by light-years.

This program was simple to implement in our organization and was very user-friendly. The crew had an elementary time adapting to it, and the benefits were seen right away.

Operations

Overall, it has been positive. There has been some ups and downs like with all new tech but overall, the usability of BA has been great.

It has all the feature and tools that I need to manage our CRM needs and they do it in smoother way. I really please with the experience.

This product was easy to use and integrate into our agency. The results were immediate, and the team took to it very quickly.

AgencyZoom vs Better Agency Comparison (2026)

AgencyZoom

Better Agency

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives