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Better Agency

4.3
(12)

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Comprehensive CRM solution for insurance agencies

(1)

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Better Agency Pricing, Features, Reviews and Alternatives

Better Agency FAQs

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

Better Agency has the following pricing plans:
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

Better Agency product 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 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

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

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Better Agency pricing information

Value for money

4.5

/5

12

Starting from

ic-pricetag

No pricing info

Pricing options

Free plan
Subscription
Free trial
Pricing range

Value for money contenders

Better Agency features

Functionality

4.1

/5

12

Total features

52

8 categories

Most valued features by users

Reporting & Statistics
Activity Dashboard
Alerts/Notifications
Document Management
Reporting/Analytics
Mobile Access
Workflow Management
Quotes/Estimates

Functionality contenders

Better Agency users reviews

Overall Rating

4.3

/5

12

Positive reviews

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9.6/10
Rating distribution

5

4

3

2

1

9

1

0

0

2

Pros
Pre-built for beginners to start great automation and customizable to those with some experience. Also love how we can finally start to centralize communication with our clients.
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.
This is truly impressive software and there is almost 0 learning curve for the team because it’s so user friendly.
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.
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.
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.

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