# Better Agency Software Reviews, Demo & Pricing - 2026 > Review of Better Agency Software: system overview, features, price and cost information. Get free demos and compare to similar programs. Source: https://www.softwareadvice.com/crm/better-agency-profile --- [Home](https://www.softwareadvice.com/) / [P&C Insurance Software](https://www.softwareadvice.com/p&c-insurance/) / Better Agency Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview [Alternatives](https://www.softwareadvice.com/crm/better-agency-profile/alternatives/) # Better Agency 2026: Benefits, Features & Pricing Wondering if Better Agency is right for your organization? Our P&C Insurance Software selection experts can help you in 15 minutes or less. On this page - Overview - User Interface - Popular Alternatives - Pricing and Plans - Features - Integrations - User Reviews ## Overview Better Agency 4.0 [(13)](https://www.softwareadvice.com/crm/better-agency-profile/#reviews) Pricing Starting at $299.00 per month ### 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 Zapier, which allows insurance agencies to integrate the solution with a variety of tools and ensure the automation of claims processing. Better Agency is available on a monthly subscription basis and support is extended via email, live chat and inquiry form. Wondering if Better Agency is right for your organization? Our P&C Insurance Software selection experts can help you in 15 minutes or less. ## Better Agency User Interface ## Popular Better Agency Alternatives Main Product Better Agency 4.0 [(13)](https://www.softwareadvice.com/crm/better-agency-profile/#reviews) Ratings Breakdown - 4.0Ease of use - 4.17Value for money - 4.42Customer support - 3.92Functionality Pricing Starting at $299.00 per month Get Price Alternative Product [Jenesis Software](https://www.softwareadvice.com/insurance/jenesis-agency-management-profile/) 4.7 [(284)](https://www.softwareadvice.com/insurance/jenesis-agency-management-profile/reviews/) Ratings Breakdown - 4.74Ease of use - 4.74Value for money - 4.88Customer support - 4.62Functionality Pricing Starting at $50.00 per month Get Price Alternative Product [Applied Epic](https://www.softwareadvice.com/insurance/applied-epic-profile/) 4.2 [(141)](https://www.softwareadvice.com/insurance/applied-epic-profile/reviews/) Ratings Breakdown - 3.84Ease of use - 3.73Value for money - 4.20Customer support - 4.06Functionality Pricing Starting at $1000.00 one time Get Price Alternative Product [EZLynx](https://www.softwareadvice.com/insurance/ezlynx-profile/) 3.7 [(74)](https://www.softwareadvice.com/insurance/ezlynx-profile/reviews/) Ratings Breakdown - 3.66Ease of use - 3.37Value for money - 3.31Customer support - 3.35Functionality Pricing Available upon request Get Price Alternative Product [Sembley](https://www.softwareadvice.com/product/450093-Sembley/) 5.0 [(40)](https://www.softwareadvice.com/product/450093-Sembley/reviews/) Ratings Breakdown - 4.85Ease of use - 4.82Value for money - 4.90Customer support - 4.72Functionality Pricing Starting at $49.00 per month Get Price Alternative Product [AgencyBloc AMS+](https://www.softwareadvice.com/crm/agencybloc-ams-profile/) 4.7 [(129)](https://www.softwareadvice.com/crm/agencybloc-ams-profile/reviews/) Ratings Breakdown - 4.72Ease of use - 4.61Value for money - 4.86Customer support - 4.54Functionality Pricing Starting at $109.00 per month Get Price ## Better Agency Pricing and Plans Starting price: $299.00 per month Free Trial Free Version Basic $299.00 per feature, per month No plan information available Confused about pricing? We've got you covered. Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates. ## Better Agency Features - Popular features found in P&C Insurance Claims Management Insurance Policy Management Property & Casualty Quotes/Estimates Underwriting Management - More features of Better Agency Activity Dashboard Alerts/Notifications API Calendar/Reminder System Campaign Management Cancellation Tracking Carrier Upload Claims Tracking Commercial Lines Commission Management Comparative Insurance Rating Contact Management CRM Dashboard Document Management Document Storage Email Management Email Marketing Email Templates For Auto Insurance For Casualty Insurance Forecasting For Homeowners Insurance For Insurance Industry For Personal Insurance For Professional Liability Insurance Management Insurance Rating Interaction Tracking Lead Generation Lead Management Live Chat Marketing Automation Mobile Access Monitoring Multiple Line Rating Multi-State Pipeline Management Policy Management Rating Engine Real-Time Reporting Referral Tracking Reinstatement Tracking Renewal Management Reporting/Analytics Reporting & Statistics Sales Forecasting Sales Pipeline Management Sales Reports Sales Trend Analysis Search/Filter Segmentation Status Tracking Task Management User Management Workflow Management ## Better Agency Integrations Twilio Integration rated undefined from -1 review NowCerts Integration rated undefined from -1 review Zapier Integration rated undefined from -1 review Meta for Business Integration rated undefined from -1 review ## Better Agency User Reviews Overall Rating 4.0 Ratings Breakdown 5 69% 4 8% 3 0% 2 0% 1 23% Secondary Ratings Ease of Use 4.0 Value for money 4.2 Customer support 4.4 Functionality 3.9 Have you used Better Agency and would like to share your experience with others? Nurul Salimah H. Verified reviewer Financial Services 10000+ employees Used daily for less than 2 years Review source Reviewed May 2022 Better CRM with 'Better Agency' 5 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. Ratings Breakdown 4 Ease of use 4 Value for money 5 Customer support 4 Functionality Pros: 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. 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 is genuinely special software, and the training for the team is practically nonexistent since it is so intuitively designed. Cons: When they first began providing it, I wasted no time signing up for it. There were just a few instances of growing pains, which is anticipated from a firm that is expanding as rapidly as they are. However, I also view this as a plus because they are fast to respond to feedback and improve the features based on people's actual experiences. Read More JH Jeromy H. Verified reviewer Insurance 11-50 employees Used daily for less than 12 months Review source Reviewed October 2020 Game Changer! 5 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. Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality 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. Read More VR Verified Reviewer Insurance 2-10 employees Used daily for less than 6 months Review source Reviewed August 2022 A "solution" filled with empty and broken promises 1 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. Ratings Breakdown 1 Ease of use 1 Value for money 1 Customer support 1 Functionality Pros: My experience with Better Agency was mostly negative. However, this was not necessarily because of how the software performed but rather the lack of sufficient customer service and, further, their lack of knowledge of their own product. Focusing on the software itself, it seemed to work pretty well. I thought the contact lists and individual profiles showed all the information you needed including policy numbers, types, vehicles(if applicable), and more. It made it very easy to look at any given client. The best thing about the software was probably their "pipeline". They had multiple boxes for organization for many stages during a sale, cross selling existing customers, renewals, customer service , and more. Their email campaigns also looked very good as you could customize so many different parameters for prospects and existing customers. You could even program it to send customers birthday cards automatically. Unfortunately, I never had success with it as every single email I sent would go to spam when sent through their system. More on that below. Cons: I did very extensive research on the right AMS to fit my company and eventually purchased Better Agency. I had high hopes as everything they showed me looked really great. 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". When I made the purchase, I made it contingent upon gaining access to the commissions beta which I was shown during my sales call. The person I spoke with advised me that I could gain access to the beta upon purchase. I didn't need it to do anything fancy; simply download the premiums from IVANS and calculate the commission for my agents. Yes, I understand it was beta but, even after my purchase, I was never given access to such beta to even test it out. About the emails, the staff does not have very extensive knowledge about their own product. I would describe them as understanding everything on the surface but little to nothing about the back-end. One example was how the email campaigns work. The way their system is designed, it connects to your email through, what I think, is an API. They had no idea how it connected. In my case, I use Gsuite for my email and eventually connected it. Before I even purchased, I asked how the system/server sent out emails so I could understand how it worked and plan accordingly. They could not answer this and never did. Quickly, I found out all my emails went to spam. Read More ES Erik S. Verified reviewer Insurance 11-50 employees Used daily for less than 12 months Review source Reviewed October 2020 A must have for the modern insurance agency 5 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. Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality 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. Read More DH Daniel H. Verified reviewer Insurance 2-10 employees Used daily for free trial Review source Reviewed October 2020 If you aren’t on Better Agency you have left $1000s on the table 5 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 Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality 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 Read More NJ Nate J. Verified reviewer Insurance 11-50 employees Used daily for less than 2 years Review source Reviewed March 2024 Better Agency makes you better. 4 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. Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 4 Functionality Pros: Ease of use is the best part of Better Agency. The way we can share and reassign service and claim requests makes us more efficient. The sales Pipeline keeps producers up to date on their prospects. The renewal pipeline is a game changer for retention. Cons: We started early with Better Agency the onboarding was an issue. I believe this has gotten much betteer. Reasons for choosing Better Agency Price and functionality for what we were looking for. We have multiple offices and we wanted to be able to reassign service and have a functioning renewal process. Reasons for switching to Better Agency Agency rev did not work well with our AMS. Read More AM Ashley M. Verified reviewer Insurance 2-10 employees Used daily for less than 12 months Review source Reviewed October 2020 BA Has Literally Leveled Up My Agency! 5 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. Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality 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. Vendor Response Great to hear Ashley! We appreciate you :) Replied October 2020 Read More MO Michael O. Verified reviewer Insurance 2-10 employees Used daily for less than 12 months Review source Reviewed October 2020 Great Product- Awesome Vision 5 Fantastic, would recommend to anyone! Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality 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. Read More CW Caleb W. Verified reviewer Insurance 2-10 employees Used daily for less than 12 months Review source Reviewed October 2020 Easy Button 5 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! Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: Pre-built campaigns Centralized client communication Service and claims pipeline Cons: Nothing they haven’t already addressed. Read More KP Kevin P. Verified reviewer Automotive 51-200 employees Used weekly for less than 2 years Review source Reviewed July 2022 Better Agency review. 5 Ratings Breakdown 5 Ease of use 4 Value for money 4 Customer support 4 Functionality Pros: The software is very reliable and allows me to work without worry. Cons: I have no complaints on this software it helps me boost my sales and retain happy customers. Read More Showing 1 - 10 of 13 Reviews Load More Reviews ## Other Top Recommended P&C Insurance Software [EZLynx](https://www.softwareadvice.com/insurance/ezlynx-profile/) **3.7** (74) Recently recommended **5** times [Macaw](https://www.softwareadvice.com/product/266247-Macaw/) **3.6** (22) Recently recommended **4** times [NewgenONE Digital Transformation Platform](https://www.softwareadvice.com/accounting/newgenone-digital-transformation-platform-profile/) **0.0** (0) Recently recommended **4** times [Jenesis Software](https://www.softwareadvice.com/insurance/jenesis-agency-management-profile/) **4.7** (284) Recently recommended **4** times Stuck Between Options? Our experts can help you compare Better Agency with other top options, so you can find the best fit for your needs. ## See what companies are saying about Software Advice