About Better Agency
Better Agency is an insurance CRM software from Better Agency that helps users sell more insurance. It includes 100+ automation campaigns for sales, service, and renewals so users can effectively manage the client relationships. The platform provides features such as Sign In Agency Insured, Testimonials, and PolicyAssist to support the business operations. Additionally, Better Agency offers an easy-to-use interface that allows users to compare how the contacts appear in a traditional spreadsheet versus the GloveBox CRM. Key capabilities: automation campaigns client testimonials policy management user-friendly interface contact organization Best for: insurance agents that need a comprehensive solution for managing client interactions and improving sales efficiency.
Better Agency stands as a meticulously designed insurance CRM tailored exclusively for independent insurance agents, offering a cloud-based platform that integrates over 100 pre-built automation campaigns to enhance sales, service, and client retention. Trusted by over 1,000 agents across the United States, it addresses the inefficiencies of patchwork tools by providing a unified system that streamlines pipelines, nurtures leads, and boosts cross-selling opportunities, all without requiring users to craft workflows from scratch. Success stories, such as Billy Wagner’s $100,000 revenue increase and Beaux Pilgrim’s testament to its transformative impact, underscore its ability to drive tangible results. With a focus on rapid onboarding and intuitive functionality, Better Agency empowers agencies to scale efficiently, manage client relationships seamlessly, and achieve a positive return on investment. The interface of Better Agency is crafted with precision, presenting a sleek, centralized dashboard that simplifies contact management, campaign triggers, and team coordination through a mobile-friendly design accessible via web browsers on Windows, macOS, Linux, and mobile devices.
Pros & Cons
- +Highly customizable email campaigns for prospects and customers, boosting engagement.
- +Easy to use with strong functionality and time-saving automation features.
- +Excellent CRM for insurance agencies, supporting scalability and growth.
- +Great for both beginners and experienced users, offering robust customization.
- +Helps centralize client communication, streamlining workflows.
- −Poor customer service with limited product knowledge, frustrating some users.
- −Chat support is unhelpful and lacks basic technical expertise.
- −Misleading promises about product capabilities can disappoint expectations.
- −Lacks built-in support for essential features like two-factor authentication.
Features
Key features
- Pre-Built Automation Campaigns - Provides over 100 ready-to-use campaigns for sales, service, and renewals, eliminating the need to create workflows from scratch.
- Customizable Pipelines - Enables agents to tailor sales and service pipelines to their specific processes, enhancing workflow efficiency.
- Contact Management - Allows seamless uploading and segmentation of prospect and customer lists for targeted communications.
- Team Onboarding - Facilitates quick setup of user profiles and goals, integrating entire teams in minutes.
- Cross-Selling Tools - Offers 40+ campaigns designed to identify and capitalize on cross-selling opportunities with existing clients.
- Client Communication - Automates emails, texts, and notifications to maintain consistent engagement with clients and prospects.
- Rapid Implementation - Ensures onboarding takes hours, not weeks, with immediate campaign activation for fast results.
Additional features
- Pre-Built Automation Campaigns - Delivers 100+ plug-and-play campaigns for instant sales, service, and renewal workflows.
- Customizable Pipelines - Adapts sales and service stages to match agency-specific needs with drag-and-drop ease.
- Contact Management - Manages and segments contact lists for personalized campaign triggers and communications.
- Team Onboarding - Sets up team profiles, goals, and permissions swiftly for immediate collaboration.
- Cross-Selling Tools - Includes 40+ campaigns to boost revenue through targeted cross-selling efforts.
- Client Communication - Sends automated emails, texts, and notifications to enhance client relationships.
- Rapid Implementation - Accelerates onboarding with data migration and campaign setup completed in hours.
- Renewal Campaigns - Automates renewal processes to improve retention rates with minimal effort.
- X-Date Nurturing - Targets expiration dates with campaigns to convert prospects into clients.
- Google Review Campaigns - Drives customer feedback and online reputation with automated review requests.
Pricing
Monthly plans
CRM + Proposals Plan
USD 149
Countries & Languages
Interface languages
Billing currencies
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About Better Agency
Better Agency is an insurance CRM software from Better Agency that helps users sell more insurance. It includes 100+ automation campaigns for sales, service, and renewals so users can effectively manage the client relationships. The platform provides features such as Sign In Agency Insured, Testimonials, and PolicyAssist to support the business operations. Additionally, Better Agency offers an easy-to-use interface that allows users to compare how the contacts appear in a traditional spreadsheet versus the GloveBox CRM. Key capabilities: automation campaigns client testimonials policy management user-friendly interface contact organization Best for: insurance agents that need a comprehensive solution for managing client interactions and improving sales efficiency.
Better Agency Details
Better Agency's In-App Market Place
Does Better Agency have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
NA
Pricing Options
Plans
Monthly plans
CRM + Proposals Plan
USD 149
Accepted Payment Currencies
Usd ($), Eur (€), Gbp (£), Aud (A$), Cad (C$), Jpy (¥), Chf (CHF), Cny (¥), Sgd (S$), Hkd (HK$), Nzd (NZ$).
Pros & Cons
- Highly customizable email campaigns for prospects and customers, boosting engagement.
- Easy to use with strong functionality and time-saving automation features.
- Excellent CRM for insurance agencies, supporting scalability and growth.
- Great for both beginners and experienced users, offering robust customization.
- Helps centralize client communication, streamlining workflows.
- Poor customer service with limited product knowledge, frustrating some users.
- Chat support is unhelpful and lacks basic technical expertise.
- Misleading promises about product capabilities can disappoint expectations.
- Lacks built-in support for essential features like two-factor authentication.
Better Agency's Support Options
Contact
+1 480-542-1030Better Agency's Alternatives
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