Better Agency - 2025 Pricing, Features, Reviews & Alternatives

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.