The Insurance CRM That Helps Sell More Insurance

Includes 100+ automation campaigns for sales, service, and renewals that help you sell more policies and retain more customers.

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Start new campaigns in minutes, just add your contacts

Best thing I’ve done in my agency in 8 years was to start using Better Agency. If this tool was around when I started out, I might already be retired right now, and that’s no joke!
beaux
Beaux Pilgrim
Agency Owner, Reed Insurance

The Problem:

Duct-Taping Tools Together That Weren't Designed For Independent Insurance Agencies.

If you want one system to manage sales and service while offering the best automation possible that was specifically designed (and battle tested) for Independent Insurance Agents, then Better Agency is for you!

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The Solution: Better Agency

Automate Your Pipelines To Sell More Premium

(Without Writing A Single Campaign!)

Better Agency includes 100+ pre-built automation campaigns for sales, service, claims, and renewals.

See how successful independent agency owner Billy Wagner generated over $100k in new revenue and gained over 100 new Google reviews.

billy wagner
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Add Your Contacts

  • Upload your prospect and customer lists
  • Trigger new campaigns every time a new sale, endorsement, claim, or policy renewal
  • Segment your lists for custom communications
step 2

Add Your Entire Sales & Service Teams Within Minutes

  • Better Agency helps every person on your team! Even your producers and CSRs
  • Create user-profiles and goals for each team member in minutes
  • Set custom user permissions based on job roles in just a few clicks
step 3

Choose Which Campaigns You Want To Start

With over 100+ pre-built campaigns to choose from, you can cross-sell, nurture X-dates, or start renewal campaigns instantly.

Every campaign you'll ever need, including:

  • 40+ cross-selling campaigns
  • Google review campaigns
  • X-date campaigns
  • Win-back campaigns
  • Long term nurture campaigns

And 100+ other plug-and-play campaigns!

  • Never write another email or automation campaign ever again
  • Already proven-to-work and battle-tested with 1000+ agencies
step 4

Get Back To Running Your Agency More Efficiently

Better Agency simplifies the process so you can focus less on figuring out workflows and more on the tasks that matter—like growing your agency and building stronger client relationships.

Spend your time doing what you’re passionate about, without the tech headaches.

step 5

Onboarding Takes Hours, Not Weeks or Months!

Unlike other software tools that can take months to figure out, our awesome Customer Success Team will help you migrate all of your data to Better Agency and start your campaigns immediately. 

You’ll have everything you need in place and implemented so that you can see an ROI. Don’t just take it from us, we have thousands of agencies across the country who are running a better agency, with Better Agency.

Meet the Better Agency Customer Success Team!

Better Agency team
Daniel Hull
ashley testimonial

Over 1000 Independent Agents Are Seeing A Positive ROI With Better Agency.

(We're Sure You Will Too!)

  • Get instant access when you sign up.
  • You'll get 1-on-1 support to help you set up everything and implement immediately
  • One system to manage and automate your agency workflows

Schedule Your Discovery Call With Our Team Today.

Get instant access to 100+ sales, service, claims, and renewal workflows and campaigns.

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