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...


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Supported Operating System(s):

Web browser (OS agnostic)

7 Reviews of Better Agency

Average User Ratings

Overall

5.00 / 5 stars

Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

Ratings Snapshot

5 stars

(7)

7

4 stars

(0)

0

3 stars

(0)

0

2 stars

(0)

0

1 stars

(0)

0

Likelihood to Recommend

Not likely

Very likely

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Showing 1 - 7 of 7 results

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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.

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

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.

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

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!