Better Agency
The All-In-One Solution for Independent Insurance Agents.
Overview
Better Agency is a comprehensive insurance agency management software that combines a CRM, AMS, comparative rater, and proposal tool into a single platform. It is designed to help independent insurance agents streamline their sales and service processes, with features like pre-built automation campaigns, IVANS policy downloads, and integrated communication tools.
✨ Key Features
- CRM
- Agency Management System (AMS)
- Comparative Rater
- Proposal Tool
- Automation Campaigns
- IVANS Policy Downloads
- Integrated Texting and Email
- Sales Pipeline Management
🎯 Key Differentiators
- Strong focus on sales and marketing automation with over 100 pre-built campaigns
- All-in-one platform combining AMS, CRM, and a rater
- Unique video proposal feature to personalize the sales process
Unique Value: Provides a complete, out-of-the-box system for automating an agency's sales and retention processes, including a built-in rater and proposal tool.
🎯 Use Cases (4)
✅ Best For
- Streamlining workflows by combining CRM and AMS functionalities
- Automating follow-ups with prospects and clients
- Centralizing client communication logs
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Some users have reported issues with customer service and bugs in certain functionalities.
🏆 Alternatives
Better Agency is built from the ground up with a sales and marketing focus, offering more extensive pre-built automation campaigns than many traditional agency management systems.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Dedicated Support (NA tier)
💰 Pricing
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