Better Agency Software

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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 a...
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Better Agency User Reviews

OVERALL RATING

SECONDARY RATINGS

Ease-of-use

4.5

Value for money

5

Customer support

5

Functionality

4.5

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Jeromy

Company size: 11-50 employees

Industry: Insurance

Time used: Less than 12 months

Review Source: Capterra

This reviewer was invited by the software vendor to submit an honest review.
5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

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.

Erik

Company size: 11-50 employees

Industry: Insurance

Time used: Less than 12 months

Review Source: Capterra

This reviewer was invited by the software vendor to submit an honest review.
5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

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.

Alex

Company size: 2-10 employees

Industry: Insurance

Review Source: Capterra

This review was submitted organically. No incentive was offered
1

Ease-of-use

out of 5
1

Functionality

out of 5

July 2021

Company uses deceptive practices with their free trial

Pros

Free Trial cancellation process is a scam. Do not sign up, they will charge you regardless.

Cons

Do not sign up for this companies free trial. They do not simply require a written cancellation request as they state when you sign up. I provided them with a written request and they still proceeded to charge us a $399 fee. I escalated the issue with their customer service department and they simply stated there was nothing they could do. I can only imagine what kind of service clients would receive in the future with a company that is not willing to work with you from the beginning. They stated that they had sent me an email after my initial cancel request with a link to a form that needed to be filled out, the thing is that that email ended up in our SPAM folder and was never seen. They simply did not want to work with us in a fair manner. I would never recommend this company to anyone that is looking for a customer service oriented company. They are only ales and money oriented.

Daniel

Company size: 2-10 employees

Industry: Insurance

Review Source: Capterra

This reviewer was invited by the software vendor to submit an honest review.
5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

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

Ashley

Company size: 2-10 employees

Industry: Insurance

Time used: Less than 12 months

Review Source: Capterra

This reviewer was invited by the software vendor to submit an honest review.
5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

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

Great to hear Ashley! We appreciate you :)

Replied October 2020

Michael

Company size: 2-10 employees

Industry: Insurance

Time used: Less than 12 months

Review Source: Capterra

This reviewer was invited by the software vendor to submit an honest review.
5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

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.

Caleb

Company size: 2-10 employees

Industry: Insurance

Time used: Less than 12 months

Review Source: Capterra

This reviewer was invited by the software vendor to submit an honest review.
5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

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.

Chris

Company size: 2-10 employees

Industry: Marketing and Advertising

Time used: Less than 6 months

Review Source: Capterra

This reviewer was invited by the software vendor to submit an honest review.
5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

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!

Showing 8 reviews