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Better Agency Overview

Better Agency is a specialized property and casualty (P&C) insurance software that helps insurance agencies manage policies, claims, customer relationships, and marketing efforts. The platform integrates CRM functionalities with policy management, enabling agents to automate workflows, track customer interactions, and generate quotes quickly. Better Agency's marketing automation tools assist in nurturing leads and cross-selling opportunities, ultimately aiming to increase agency revenue and improve client satisfaction.

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Better Agency Screenshot & Video

Contact Details

  • Vendor Name Better Agency
  • Founded 2019
  • Location United States

Support

  • Email Email
  • Knowledge Base Knowledge Base
  • FAQs/Forum FAQs/Forum

Training

  • Videos Videos

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English

Industries

Financial Services, Insurance

Better Agency Features

  • Arrow Icon Billing & Invoicing
  • Arrow Icon Customer Portal
  • Arrow Icon Commission Management
  • Arrow Icon Insurance Rating
  • Arrow Icon Claims Management
  • Arrow Icon Reinsurance Administration
  • Arrow Icon Quotes/Estimates
  • Arrow Icon Broker/Agent Portal
  • Arrow Icon Risk Assessment
  • Arrow Icon Underwriting Management
  • Arrow Icon Document Management
  • Arrow Icon Insurance Rating
  • Arrow Icon Contact Management
  • Arrow Icon Insurance Policy Management
  • Arrow Icon Document Management
  • Arrow Icon Claims Management
  • Arrow Icon Self Service Portal
  • Arrow Icon Property & Casualty
  • Arrow Icon Commission Management
  • Arrow Icon Policy Management
  • Arrow Icon Life & Health
  • Arrow Icon Workflow Management
  • Arrow Icon Audit Trail
  • Arrow Icon Quotes/Estimates
  • Arrow Icon Activity Tracking
  • Arrow Icon Rating Engine
  • Arrow Icon Billing & Invoicing
  • Arrow Icon Forms Management
  • Arrow Icon Renewal Management
  • Arrow Icon Cancellation Tracking
  • Arrow Icon Commission Management
  • Arrow Icon Claims Tracking
  • Arrow Icon Policy Issuance
  • Arrow Icon Reinstatement Tracking
  • Arrow Icon Underwriting Management
  • Arrow Icon Quotes/Estimates
  • Arrow Icon For Personal Insurance
  • Arrow Icon Multiple Line Rating
  • Arrow Icon Claims Management
  • Arrow Icon MGA Administration
  • Arrow Icon Commercial Lines
  • Arrow Icon Comparative Insurance Rating
  • Arrow Icon Customizable Reports
  • Arrow Icon Carrier Upload
  • Arrow Icon Broker/Agent Portal
  • Arrow Icon Multi-State
  • Arrow Icon Billing & Invoicing
  • Arrow Icon Commission Management
  • Arrow Icon Insurance Rating
  • Arrow Icon Claims Management
  • Arrow Icon Document Management
  • Arrow Icon Reinsurance Administration
  • Arrow Icon Quotes/Estimates
  • Arrow Icon Customer Portal
  • Arrow Icon Underwriting Management
  • Arrow Icon Third-Party Integrations
  • Arrow Icon Broker/Agent Portal
  • Arrow Icon Insurance Policy Management
  • Arrow Icon Property & Casualty
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Sales Pipeline Management
  • Arrow Icon Lead Management
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Appointment Scheduling
  • Arrow Icon Task Management
  • Arrow Icon Interaction Tracking
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Customizable Reports
  • Arrow Icon Activity Dashboard
  • Arrow Icon Commenting/Notes
  • Arrow Icon Third-Party Integrations
  • Arrow Icon Data Import/Export
  • Arrow Icon Lead Scoring
  • Arrow Icon Document Management
  • Arrow Icon Email Templates
  • Arrow Icon Call Logging
  • Arrow Icon Search/Filter
  • Arrow Icon Referral Tracking
  • Arrow Icon Mobile Access
  • Arrow Icon Lead Qualification
  • Arrow Icon Contact Database
  • Arrow Icon Sales Pipeline Management
  • Arrow Icon Territory Management
  • Arrow Icon Quotes/Estimates
  • Arrow Icon Customizable Fields
  • Arrow Icon Calendar/Reminder System
  • Arrow Icon Marketing Automation
  • Arrow Icon Task Management
  • Arrow Icon Interaction Tracking
  • Arrow Icon Social Media Integration
  • Arrow Icon Pipeline Management
  • Arrow Icon Lead Capture
  • Arrow Icon Forecasting
  • Arrow Icon Contact Management
  • Arrow Icon Email Management
  • Arrow Icon Lead Generation
  • Arrow Icon Workflow Management
  • Arrow Icon Activity Dashboard
  • Arrow Icon Internal Chat Integration
  • Arrow Icon Segmentation
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Document Storage
  • Arrow Icon Lead Management
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Data Import/Export

Better Agency Pricing

Pricing Type

  • Pricing Type Per Feature

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • Monthly Subscription Monthly Subscription

Plans & Packages

Basic

$299 Per Feature

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Better Agency FAQs

Better Agency is a specialized property and casualty (P&C) insurance software that helps insurance agencies manage policies, claims, customer relationships, and marketing efforts. The platform integrates CRM functionalities with policy management, enabling agents to automate workflows, track customer interactions, and generate quotes quickly. Better Agency's marketing automation tools assist in nurturing leads and cross-selling opportunities, ultimately aiming to increase agency revenue and improve client satisfaction.

  • No, Better Agency does not offer a free version.

  • Yes, Better Agency offers a free trial.

  • No, Credit Card details are not required for the Better Agency trial.

  • Better Agency offers the following pricing plans & packages:

    Basic

    $299 Per Feature

  • Better Agency supports the following payment frequencies:

    • Monthly Subscription

  • No, Better Agency does not offer an API.

  • Better Agency offers support with the following options:
    • Email , Knowledge Base , FAQs/Forum

  • Better Agency offers training with the following options:
    • Videos

  • Better Agency supports the following languages:
    • English

  • Following are the typical users of the Better Agency:
    • Self-Employed , Small-Business , Midsize-Business

  • Better Agency supports the following deployment:
    • Cloud Hosted

  • Better Agency supports the following devices and operating systems:
    • Web-Based

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