Better Agency CRM for Insurance Agents

Know About Features, Pricing & the Latest Updates

Your email has been registered. Redirecting...

Better Agency is an all-in-one CRM platform that gives independent insurance agents and companies a highly advanced, yet easy-to-use solution for marketing, conversion tracking, claims and cross selling, prospecting, sales and retention – without the stress of learning how to build and use different systems.

Moreover, Better Agency can be integrated with Zapier, which allows insurance agencies to integrate the solution with a variety of tools and ensure the automation of claims processing.

Better Agency has more than 100 automation templates for sales, service, claims, and renewals.

Note: In December 2024, GloveBox announced its acquisition of Better Agency, aiming to enhance service offerings for insurance agents. This strategic move is expected to integrate Better Agency’s CRM capabilities with GloveBox’s client connectivity solutions, providing a more comprehensive platform for insurance agencies.

Key features of Better Agency

Activity Dashboard
Broker / Agent Portal
Cancellation Tracking
Carrier Upload
Claims Management
Claims Tracking
Commercial Lines
Marketing Automation
Interaction Tracking
Commission Management
Comparative Insurance Rating
Insurance Policy Management
Lead Generation
Lead Management
Risk Assessment
Underwriting Management
Policy Issuance
Quotes/Estimates

Pros and Cons

Pros

Easy to centralize communication with clients
Ease of use, time-saving and great functionality
Simple integration process into the system
User-friendly interface

Cons

Customer service is average
Some functionality faces bugs often
Issue with free trial feature

Better Agency Pricing

The pricing plan for the Better Agency offers a comprehensive suite of features to enhance agency operation and client engagement.

Note: An additional 10% discount is available when billed annually.

Subscription Plan	Price	Key Features
CRM + Proposals	$149/month (includes 3 users) $35/month per additional user	Access to all pipelines and campaigns, Over 100 pre-built automation campaigns for sales, service, claims, and renewals, Agency-branded video proposals, Zapier integration, Customizable sales pipelines, Document storage

Bottom Line

Better Agency has been a leading CRM choice for independent insurance agencies, offering automation, marketing tools, and sales tracking. However, with its recent acquisition by GloveBox, users should be aware of potential updates or changes in its services. If you’re considering Better Agency, keep an eye on its evolving features and integrations to ensure it remains the right fit for your agency’s needs.