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Better Agency Logo

Comprehensive CRM solution for insurance agencies

Table of Contents

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Is this product right for your business?

Find out with a

Better Agency - 2026 Pricing, Features, Reviews & Alternatives

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All user reviews are verified by in-house moderators and provider data by our software research team.  Learn more

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.

Key benefits of using 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

Starting price

299per feature /
per month

Alternatives

with better value for money

Better Agency’s user interface

Ease of use rating:

Better Agency reviews

Overall rating

4.0

/5

13

Positive reviews

77

%

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8.82/10
Rating distribution

5

4

3

2

1

9

1

0

0

3

Pros
“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.”
CL

Chris L.

CEO

“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.”
ES

Erik S.

President

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

Verified reviewer

Anonymity request

Cons
“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.”

Verified reviewer

Anonymity request

“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.”

Verified reviewer

Anonymity request

“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.”

Verified reviewer

Anonymity request

Who uses Better Agency?

Based on 13 verified user reviews.

Company size

Small Businesses

Midsize Businesses

Enterprises

Top industries

Insurance
Automotive
Financial Services
Food & Beverages
Others

Use cases

P&C Insurance
CRM
Commercial Insurance
Enterprise CRM
Insurance

Better Agency's features

Features rating:

Activity dashboard
Alerts/Notifications
API
Calendar/Reminder system
Campaign management
Cancellation tracking
Carrier upload
Claims management
Claims tracking
Commercial Lines
Commission management
Comparative insurance rating
Contact management
CRM
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
Lead management
Live chat
Marketing automation
Mobile access
Monitoring
Multi-State
Multiple Line Rating
Pipeline management
Policy management
Property & casualty
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
Workflow management

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Customer Support

Better Agency pricing

Value for money rating:

Starting from

299

Per month

Per Feature

Pricing details
Subscription
Free trial
Free plan
Pricing range

User opinions about Better Agency price and value

Value for money rating:

To see what individual users think of Better Agency's price and value, check out the review snippets below.

“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.”
CL

Chris L.

CEO

“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.”
ES

Erik S.

President

Better Agency integrations (5)

Better Agency support options

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

Knowledge Base
Email/Help Desk
FAQs/Forum

Training options

Videos

Better Agency FAQs

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

Better Agency has the following pricing plans:
Starting from: $299.00/month
Pricing model: Subscription

These products have better value for money


Q. Who are the typical users of Better Agency?

Better Agency has the following typical customers:
Mid Size Business, Small Business


Q. What languages does Better Agency support?

Better Agency supports the following languages:
English


Q. Does Better Agency offer an API?

No, Better Agency does not have an API available.


Q. What other apps does Better Agency integrate with?

Better Agency integrates with the following applications:
NowCerts, Zapier, Meta for Business, Twilio


Q. What level of support does Better Agency offer?

Better Agency offers the following support options:
Knowledge Base, Email/Help Desk, FAQs/Forum

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