Better Agency Overview
What is Better Agency?
Better Agency positions itself as the leading Customer Relationship Management (CRM) solution specifically for Property & Casualty (P/C) insurance agents. It is designed to help agents sell more premium and save time through comprehensive, 'done-for-you' automation campaigns. The platform centralizes key activities: it automates prospect follow-up, cross-selling to the existing book of business, service request management, renewal communications, and claimant support—all manageable with single-click actions. It features dedicated sales, service, and renewal pipelines for monitoring client status, built-in texting, centralized document storage, and policy note recording, creating a single hub for agency operations.
Who it's for:
Better Agency is exclusively for independent Property & Casualty insurance agents and agencies that need a powerful, automated CRM to manage their entire client lifecycle, from prospecting and sales to policy servicing and renewals, with a strong emphasis on automation and efficiency.
Our verdict:
Better Agency is a highly focused and effective CRM that delivers on its promise of automation for P/C agents. Its comprehensive campaign management and centralized client view make it an excellent tool for busy agents aiming to increase sales, improve client retention, and streamline daily administrative tasks.
Better Agency Details
Better Agency Platforms supported
Cloud, SaaS, Web-Based
Desktop Chromebook
Desktop Linux
Desktop Mac
Desktop Windows
Mobile Android
Mobile iPad
Mobile iPhone
On-Premise Linux
On-Premise Windows
Better Agency Support options
Email Help Desk
FAQ Forum
Knowledgebase
Better Agency Training options
Videos
Documentation
In-Person
Live Online
Webinars
Better Agency Related Categories
Better Agency Typical customers
Freelancers
Small Businesses
Small to Mid size businesses
Mid size businesses
Mid to Large size enterprises
Large enterprises
Very Large enterprises
Better Agency Features
Most valued Better Agency features by users
Calendar/Reminder System
Document Storage
Email Marketing
Internal Chat Integration
Lead Generation
Lead Qualification
Marketing Automation
Mobile Access
Quotes/Estimates
Segmentation
Social Media Integration
Task Management
Territory Management
Billing & Invoicing
Broker / Agent Portal
Claims Management
Commission Management
Customer Portal
Document Management
Insurance Rating
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