Better Agency Overview of Reviews & Product Details - 2025
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Better Agency

Better Agency is a leading CRM and automation platform designed for insurance agencies. It streamlines client communication, sales, and service pipelines, enabling agencies to boost productivity and improve client retention. With pre-built campaigns and user-friendly tools, it simplifies workflows and enhances efficiency. Perfect for scaling operations, it empowers agencies to deliver exceptional results effortlessly.

Better Agency

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Seamless Integrations
Seamless Integrations
Connect easily with your favorite tools.
Scales with You
Scales with You
Grows with your business needs.
No-Code Simplicity
No-Code Simplicity
Launch without writing a single line of code.

Better Agency stands out as the leading Insurance CRM designed exclusively for property and casualty agents. Engineered to streamline agency operations, Better Agency simplifies everyday tasks by automating follow-ups, cross-selling, service requests, renewals, and claim management with a single click. With its pre-built automation campaigns and intuitive design, agents can focus on building relationships and closing premium sales while the software takes care of the administrative workload.

Better Agency falls under the Customer Relationship Management (CRM) category and offers a comprehensive platform tailored to the specific needs of insurance professionals. It features a robust sales, service, and renewal pipeline that provides agents with a clear overview of every client’s status, ensuring that no opportunity slips through the cracks. The built-in texting functionality, document storage capabilities, and policy note recording help further centralize communications, making it easier for teams to collaborate and deliver exceptional service.

Better Agency not only streamlines client management but also provides a scalable solution through its tiered pricing model. New users can test the platform with a 14-day trial at a nominal fee before transitioning to one of the pricing plans designed for teams of varying sizes. This flexible pricing approach makes it accessible from small agencies to larger enterprises looking to enhance operational efficiency and maximize customer engagement.

Key Benefits of Better Agency:

  • Automation Campaigns: Pre-built follow-up and cross-sell campaigns allow agents to effortlessly nurture leads and expand existing relationships.
  • Streamlined Communication: In-built texting and centralized document management ensure that your team stays connected and organized.
  • Efficient Pipeline Management: Dedicated pipelines for sales, service, and renewals help monitor client progress and drive better retention rates.
  • User-Friendly Design: An intuitive interface minimizes the learning curve so that teams can quickly adopt the platform and start realizing benefits immediately.

Who Benefits from Better Agency?

  • Insurance Agents: Designed to boost productivity, Better Agency helps agents convert more prospects into clients and manage existing policies with ease.
  • Agency Owners: With improved automation and centralized data management, owners can gain valuable insights and drive higher revenue growth.
  • Customer Service Teams: Streamlined communication and workflow automation enhance client satisfaction and operational efficiency.

For exclusive offers, check out the deal page and explore how Better Agency can elevate your agency’s performance. Additionally, if you are considering alternatives, you might also evaluate:

Better Agency is an indispensable tool for modern insurance agencies aiming to enhance efficiency, improve customer communication, and drive sales growth through effective automation and centralized management.

Better Agency Summary

Better Agency stands out as the leading Insurance CRM designed exclusively for property and casualty agents. Engineered to streamline agency operations, Better Agency simplifies everyday tasks by automating follow-ups, cross-selling, service requests, renewals, and claim management with a single click. With its pre-built automation campaigns and intuitive design, agents can focus on building relationships and closing premium sales while the software takes care of the administrative workload.

Better Agency falls under the Customer Relationship Management (CRM) category and offers a comprehensive platform tailored to the specific needs of insurance professionals. It features a robust sales, service, and renewal pipeline that provides agents with a clear overview of every client’s status, ensuring that no opportunity slips through the cracks. The built-in texting functionality, document storage capabilities, and policy note recording help further centralize communications, making it easier for teams to collaborate and deliver exceptional service.

Better Agency not only streamlines client management but also provides a scalable solution through its tiered pricing model. New users can test the platform with a 14-day trial at a nominal fee before transitioning to one of the pricing plans designed for teams of varying sizes. This flexible pricing approach makes it accessible from small agencies to larger enterprises looking to enhance operational efficiency and maximize customer engagement.

Key Benefits of Better Agency:

  • Automation Campaigns: Pre-built follow-up and cross-sell campaigns allow agents to effortlessly nurture leads and expand existing relationships.
  • Streamlined Communication: In-built texting and centralized document management ensure that your team stays connected and organized.
  • Efficient Pipeline Management: Dedicated pipelines for sales, service, and renewals help monitor client progress and drive better retention rates.
  • User-Friendly Design: An intuitive interface minimizes the learning curve so that teams can quickly adopt the platform and start realizing benefits immediately.

Who Benefits from Better Agency?

  • Insurance Agents: Designed to boost productivity, Better Agency helps agents convert more prospects into clients and manage existing policies with ease.
  • Agency Owners: With improved automation and centralized data management, owners can gain valuable insights and drive higher revenue growth.
  • Customer Service Teams: Streamlined communication and workflow automation enhance client satisfaction and operational efficiency.

For exclusive offers, check out the deal page and explore how Better Agency can elevate your agency’s performance. Additionally, if you are considering alternatives, you might also evaluate:

Better Agency is an indispensable tool for modern insurance agencies aiming to enhance efficiency, improve customer communication, and drive sales growth through effective automation and centralized management.

Better Agency reviews

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CX 5/6

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Security 0/6

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Ease of Use 5/6

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Value 5/6

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Integration 3/6

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Popularity 4/6

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These ratings come directly from third-party platforms like G2, Capterra, and Trustpilot. They reflect real user feedback collected independently on those sites.

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Better Agency

Pricing Range
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This only an estimated pricing range, visit Better Agency pricing page to access all the information by clicking “Visit Now”.

$149-$184 / Month
Deals Available

This product comes with a special deal, see details

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62% Subscribed Score
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The Subscribed Score is an independent rating that combines user reviews, features, and value-for-money from multiple trusted sources. It’s designed as a quick benchmark, not a guarantee of individual experience.

Analysis

Better Agency stands out as the leading Insurance CRM designed exclusively for property and casualty agents. Engineered to streamline agency operations, Better Agency simplifies everyday tasks by automating follow-ups, cross-selling, service requests, renewals, and claim management with a single click. With its pre-built automation campaigns and intuitive design, agents can focus on building relationships and closing premium sales while the software takes care of the administrative workload.

Better Agency falls under the Customer Relationship Management (CRM) category and offers a comprehensive platform tailored to the specific needs of insurance professionals. It features a robust sales, service, and renewal pipeline that provides agents with a clear overview of every client’s status, ensuring that no opportunity slips through the cracks. The built-in texting functionality, document storage capabilities, and policy note recording help further centralize communications, making it easier for teams to collaborate and deliver exceptional service.

Better Agency not only streamlines client management but also provides a scalable solution through its tiered pricing model. New users can test the platform with a 14-day trial at a nominal fee before transitioning to one of the pricing plans designed for teams of varying sizes. This flexible pricing approach makes it accessible from small agencies to larger enterprises looking to enhance operational efficiency and maximize customer engagement.

Key Benefits of Better Agency:

  • Automation Campaigns: Pre-built follow-up and cross-sell campaigns allow agents to effortlessly nurture leads and expand existing relationships.
  • Streamlined Communication: In-built texting and centralized document management ensure that your team stays connected and organized.
  • Efficient Pipeline Management: Dedicated pipelines for sales, service, and renewals help monitor client progress and drive better retention rates.
  • User-Friendly Design: An intuitive interface minimizes the learning curve so that teams can quickly adopt the platform and start realizing benefits immediately.

Who Benefits from Better Agency?

  • Insurance Agents: Designed to boost productivity, Better Agency helps agents convert more prospects into clients and manage existing policies with ease.
  • Agency Owners: With improved automation and centralized data management, owners can gain valuable insights and drive higher revenue growth.
  • Customer Service Teams: Streamlined communication and workflow automation enhance client satisfaction and operational efficiency.

For exclusive offers, check out the deal page and explore how Better Agency can elevate your agency’s performance. Additionally, if you are considering alternatives, you might also evaluate:

Better Agency is an indispensable tool for modern insurance agencies aiming to enhance efficiency, improve customer communication, and drive sales growth through effective automation and centralized management.

Pros
  • User-friendly and easy to implement
  • Improves client experience and retention
  • Built-in automation and workflows
  • Responsive customer support
Cons
  • Occasional bugs in functionality
  • Onboarding issues for early users
  • Complex cancellation process
  • Limited AMS integration
Subscribed Score Metrics
22/36 Metric achieved
MetricsScore
Customer Support5/6
Security0/6
Ease of Use5/6
Value of Money5/6
Integration3/6
Popularity4/6
Radar Chart Table View
Ease of Use
Measures how simple and intuitive the product is to use, including setup, navigation, and overall user experience
5/6 Metric Checks
Security
Compares the product`s features, quality, and pricing to determine its overall cost-effectiveness.
0/6 Metric Checks
Value of Money
Assesses the product`s ability to protect data, prevent breaches, and comply with industry standards.
5/6 Metric Checks
Customer Support
Reflects the responsiveness, helpfulness, and quality of assistance provided by the product`s support team.
5/6 Metric Checks
Integrations
Evaluates how well the product connects with other tools and platforms, enabling seamless workflows.
3/6 Metric Checks
Better Agency Pricing Range
$149-$184 / Month

Better Agency Showcase
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A curated gallery of real screenshots and use cases from the product, so you can see how it works before trying it.

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https://www.youtube.com/watch?v=w0lCi5m6VXg
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https://www.youtube.com/watch?v=OXyBM-IvZoI
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What else exists next to Better Agency
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A list of platforms similar to Better Agency, helping you evaluate which tool best matches your needs.

Need to cancel Better Agency? Here is how
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Thinking about how to cancel Better Agency this is how you do it!

To cancel a Better Agency product:

  • Notify at least 30 days before the next billing period.
  • Termination may be done via written notice or through your account settings.
  • Check your specific subscription terms for additional details.

How to Cancel the Better Agency

To cancel a Better Agency product:

  • Notify at least 30 days before the next billing period.
  • Termination may be done via written notice or through your account settings.
  • Check your specific subscription terms for additional details.
Every else you need to know about Better Agency
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A collection of FAQs, guides, alternatives, and comparisons to help you quickly understand if Better Agency is right for you.

Pricing Range
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This only an estimated pricing range, visit Better Agency pricing page to access all the information by clicking “Visit Now”.

$149-$184 / Month
Deals Available

This product comes with a special deal, see details

This product comes with a special deal, see details

Visit Now