Better Agency Reviews - Pros & Cons, Ratings & more

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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.

Better Agency

Web-based

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.

EZLynx

ActiveCampaign

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. 

Better Agency makes you better. 

My overall experience with Better Agency was extraordinarily sub-par. First and foremost, the customer service or, should I say, the lack there of, is terrible. Better Agency does business by driving sales and sales only. The person who sold me the product handed me off to the “on-boarding team” in which case they trained me on their systems. Once you complete your training, you’re on your own with the exception of a chat that’s located on the bottom right of the screen at all times. If you want to speak to someone, you have to, instead, set up a meeting in zoom 1-2 days in advanced to get your problem solved. When, and if, something goes wrong, you’ll have ZERO support because the people at this company DO NOT answer the phone. 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. Long story short, I wanted to see if they had 2 factor authentication for logging in to the platform and I asked the chat service. When advised what I wanted, the person asked me to take a screen shot of what I meant in which I simply informed the person to google 2 factor authentication. 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. 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.

A "solution" filled with empty and broken promises

Better Agency review. 

Better CRM with 'Better Agency'

Company uses deceptive practices with their free trial

It's been great to see this software develop so fast and help so many agencies in such a short period of time. If your'e an insurance agency who needs better automation, definitely do a demo and give it a try.

Best Insurance CRM

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. Always improving and adapting. Always listening to their users. The future is bright!

Easy Button

Great Product- Awesome Vision

Phenomenal from start to finish.  Great service and help, constant Zoom/Facebook lives for onboarding and getting help and the facebook group has been a great resource for answering questions as well.

BA Has Literally Leveled Up My Agency!

Great to hear Ashley! We appreciate you :)

I am on Day 6 of my free trial period with Better Agency. We have closed a 70k commercial risk and a 12000 life policy on top of numerous personal lines policies due to its cross sell campaigns. You can do the quick math to tell yourself if that was worth the monthly subscription but for me if you aren’t using this for cross sells and follow ups your team is leaving thousands on the table and it’s proven because I left thousands on the table too. This is truly impressive software and there is almost 0 learning curve for the team because it’s so user friendly

If you aren’t on Better Agency you have left $1000s on the table

I recomend this to any agency owner that is serious about taking there agency to the next level.  The current features are second to none.  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.

A must have for the modern insurance agency

It has allowed my agency to be more efficient in our daily processes for sales and service, which made it possible to scale back on the number of systems we our using.  Our team is much more productive and happier since Better Agency has simplified a lot of workflows. 

Better Agency Reviews

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