Want Your AMS & CRM To Be One System?

The #1 Insurance CRM + The Only Sales-Driven Insurance AMS. All in one tool.

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I'm loving the system...we did a cross-sell auto campaign last months and sold about 10 new policies because of it. That paid for about 6-8 months!
David Call
Ryan Everet Insurance
I tried other CRMs like Infusionsoft and AgencyZoom and none of them could really deliver. Better Agency has been a game-changer for my agency.
Erik Sjolie
Sky Insurance Brokers
Moving from EZLynx to Better Agency was the best decision I ever made. Better Agency blows them out of the water when it comes to features and service.
Michael Overstreet
Safestreet Insurance
Being able to weaponize my downloads has saved me a ton of time and allowed me to focus on other parts of the agency. It's allowing me to really scale the business.
Jeromy Huerta
Heritage Insurance

Your Insurance AMS Is Just A Digital Filing Cabinet That Sits On Your Data - Make It Do Something!

They receive your data, but they fail to do anything with it. Better Agency uses your downloads to launch new campaigns and update existing workflows.

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You Need Better Agency

The First Sales-Driven Insurance AMS For Independent Agents

Better Agency automates the entire insurance customer lifecycle

Better Agency has over 100 different automation campaigns for sales, service, claims and renewals.

See how Kiersten uses Better Agency to automated the entire insurance customer lifecycle.

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Schedule A Discovery Call

Setup Your IVANS Downloads

  • Connect your IVANS Y-account to download your data into your Better Agency account
  • Trigger new workflows and campaigns every time IVANS downloads a new sale, endorsement, claim, or policy renewal
  • We help migrate all of your files, contacts, and notes into Better Agency
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
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step 3

Click One Button And Start Your Campaigns

Better Agency has a full library of built-in automation campaigns for sales, service, claims, & renewals. Click one button to start your 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
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step 4

Get Back To Running Your Agency More Efficiently

  • Spend less time trying to figure out automation campaigns and patching everything together.
  • Spend more time doing things you want to do in your agency
  • We help migrate all of your files, contact, and notes into Better Agency when you start your trial
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!

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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.

Schedule A Discovery Call