

Better Agency dashboard


Supported Operating System(s):
Web browser (OS agnostic)About Better Agency
Better Agency is a web-based insurance CRM designed to help property and casualty insurance agents manage leads, campaigns, conversion tracking, reviews, claims and cross-selling. Key features include document management, insurance rating, policy management, email marketing, task management, document storage and workflow management.
Teams using Better Agency can automate tasks, emails, texts and notifications to staff members, clients or prospects. Using the dashboard, managers can gain insights into the premium sold and commissions generated by their agencies. Additionally, with pre-built email templates, the platform enables businesses to engage with their clients across the entire renewal process.
The application facilitates integration with Z...
Better Agency dashboard
Supported Operating System(s):
Web browser (OS agnostic)Average User Ratings
Overall
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
Likelihood to Recommend
Not likely
Very likely
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October 2020
Jeromy from Heritage Insurance, Inc.
Company Size: 11-50 employees
Industry: Insurance
Time Used: Less than 12 months
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
October 2020
Game Changer!
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.
Pros
Better Agency has allowed my insurance agency to provide a better experience for new and existing clients. This has lead to an increase in new businesses sales and retention, which means more revenue.
Cons
Like any new company there are things that need to be worked through as the user base grows, but they are open to any and all feedback.
Reasons for Choosing Better Agency
Too complicated of a process to get set up and very expensive.
Reasons for Switching to Better Agency
Better Agency was simple to use and set up, everything is already in to use. Other systems are complicated and require hiring a vendor to set everything up which could costs thousands of dollars before the product is even used.
October 2020
Erik from Sky Insurance Brokers
Company Size: 11-50 employees
Industry: Insurance
Time Used: Less than 12 months
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
October 2020
A must have for the modern insurance agency
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.
Pros
This product was easy to use and integrate into our agency. The results were immediate, and the team took to it very quickly. It has become one of the most important tools in our agency. We can enrich our client's experience light-years from where we were.
Cons
I jumped on it when they first started offering it. There was minimal growing pains, but that would be expected from a company growing as they are. But I also see it as a positive as they are quick to respond and enhance the features based of real user experiences.
Reasons for Switching to Better Agency
They were difficult to work with and I found the software hard to implement.
October 2020
Daniel from KMH Insurance Group
Company Size: 2-10 employees
Industry: Insurance
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
October 2020
If you aren’t on Better Agency you have left $1000s on the table
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
Pros
Ease of use Quickly implemented Open API for future integrations Customer support team is on top of everything The best thing since sliced bread
Cons
Some of the functionality has bugs from time to time Love to have it download carrier downloads to be more of a complete AMS
Reasons for Switching to Better Agency
Better software and easier management for my stsff
October 2020
Ashley from First Choice Insurance Group
Company Size: 2-10 employees
Industry: Insurance
Time Used: Less than 12 months
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
October 2020
BA Has Literally Leveled Up My Agency!
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.
Pros
The ease to jump right in that everything was done for me and set up! Only minor tweaks were needed. No need to invent the wheel!
Cons
There really isn't anything I dislike, I think there are just too many features that I haven't even started utilized some of them.
Reasons for Choosing Better Agency
ease and funcionality
Reasons for Switching to Better Agency
Built in campaigns and automations.
Response from Better Agency
Replied October 2020
Great to hear Ashley! We appreciate you :)
October 2020
Michael from SafeStreet Insurance
Company Size: 2-10 employees
Industry: Insurance
Time Used: Less than 12 months
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
October 2020
Great Product- Awesome Vision
Fantastic, would recommend to anyone!
Pros
Always looking to be innovative and push new things. They are never happy with what they have and are always pushing to improve and not just improve but improve in ways that benefit their clients. They really value client feedback.
Cons
Still have a few things that need to be introduced but I have full confidence they will get it done soon and very well.
October 2020
Caleb from Walker-Winter Insurance
Company Size: 2-10 employees
Industry: Insurance
Time Used: Less than 12 months
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
October 2020
Easy Button
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!
Pros
Pre-built campaigns Centralized client communication Service and claims pipeline
Cons
Nothing they haven’t already addressed.
October 2020
Chris from Advisor Evolved
Company Size: 2-10 employees
Industry: Marketing and Advertising
Time Used: Less than 6 months
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
October 2020
Best Insurance CRM
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.
Pros
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!
Cons
At this time, there are no cons related to Better Agency! It's that good!