The Sales AMS & CRM for Independent P&C Insurance Agents:

Using policy downloads to automate the entire insurance customer lifecycle is the key to more sales growth and increased retention and it’s only attainable through Better Agency.

Watch this short demo & schedule your Discovery Call with us today.

What Do I Get With Better Agency?

Getting Started Is Easy & We'll PERSONALLY Help You Set It All Up!

Once you sign up with Better Agency, our Customer Success Team will help you set everything up.

We’ll carve out a personal success strategy that will help you achieve the goals that are important to you.

We will also help you with any data migration from your AMS or CRM and help you launch your first campaigns.

FAQs We Tend To Get Asked A Lot

Better Agency believes that "connectivity" is the best way forward for the insurance agents. Our team is always looking for more industry partners to connect with.

Better Agency has direct integrations with:

  • Zapier
  • EZLynx (Data Sync)
  • NowCerts
  • Lightspeed Voice
  • Neoteric Agent
  • Tarmika
  • Advisor Evolved
  • Coterie Insurance

The answer is "maybe".


If you only use an AMS for IVANS downloads and you want those downloads to do something, then yes, Better Agency can be a viable replacement for you.

We ask you to sign a one-year commitment.

A 15% surcharge will be applied if you want to pay monthly versus paying in full.

Better Agency is your partner, committed to your success. A signed agreement is a clear indicator that you are interested in having Better Agency partner with you and are as committed to the process as we are.

No. That would be exhausting. We have no interest in that. We sell a CRM and AMS, we do not sell your data.

You own your data.

Better Agency was created by independent agents. Our way of thinking mirrors what IA's think about and we're focused on solving the pain-points IAs face.

If you're a captive agent who thinks like an independent agent, then Better Agency will help you.

No, and allow us to tell you why.


Agents who choose Better Agency will do so after having gone through our consultative discovery process.


We do not believe in a transactional "one-call closes" sales process. Rather, our goal is to understand your needs and determine if Better Agency can solve those problems.


Your Account Executive will provide a detailed Business Case/ROI report to determine if Better Agency is the right fit for you.


By knowing that Better Agency is not a good fit for every agency, we're confident that this process will ensure your success.

Why signing up with Better Agency is a "no-brainer" decision.

It’s all very simple. Better Agency delivers more results. Better Agency will create more sales conversations with prospects and clients and tee you up with lay-down sales opportunities.

You’ll love how easy it is to get started and use. With Better Agency you will close more prospects. The automated, pre-written email and text campaigns have been tested and refined to perfection with over 300,000 insurance leads. These campaigns will follow up with prospects when you can’t do it yourself.

Regardless if they are old leads, new leads, or current clients, Better Agency will make it easier to sell more insurance policies while saving you more time in the process.

Better Agency CRM Demo

Better Agency is Trusted by Thousands of Insurance Agents.

We had a great cross-selling system before but attribute about 250 more cross sells due to the system and 10 hours saved per month with Better Agency.
Billy Wagner Photo
Billy Wagner
Brightway Insurance
We closed a $12,000 life policy using the cross -sell campaigns and a $70,000 commercial policy today. I'm still only on day 5 of my trial.
Daniel Hull - Photo
Daniel Hull
KMH Insurance Group
I can point to accounts each month that were closed because of Better Agency. Our ROI over the last few months has been between 600% - 800% and continues to increase. I can't say all of our investments have generated those kind of returns. Thank you Better Agency!
Stewart Farris - Photo
Stewart Farris
Farris Insurance Advisors
We signed up for Better Agency 3 weeks ago and the drip campaigns are fire!

We've closed 8 home and auto bundles for $24,000 and 3 commercial auto accounts for $90,000 in premium.
Renado Robinson - Photo
Renado Robinson
Crosswinds Insurance

**Need more proof? See more case studies and testimonials by clicking here.

Case studies and testimonials

Watch some recent case studies on how other agents are using Better Agency.

Scratch Agent Needs A Simple System.

As the primary breadwinner for her family, Ashley began to feel overwhelmed. Having to work long hours to market, network, and sell more business left little time for processes and follow ups.

Ashley admitted that she isn’t the most “tech-savvy” insurance agent. Her frustrations grew as she began to try other systems and CRM’s. They were difficult to navigate and the support she needed was nowhere to be found.

Commercial Agent Writes $300k In 30 Days.

Prior to Better Agency he had tried every software CRM he could including Infusionsoft.

“I was putting together things that were just too difficult for my team to use on a daily basis.”

It wasn’t until he was directly referred by another Better Agency user that he decided he would take the plunge and start a 14 day trial of Better Agency.

$114k In Additional New Premium.

Before Renado signed up for Better Agency, he tried to manage everything with an Excel spreadsheet. Every day his team would look at the spreadsheet and try to track prospects and follow up messages. 

Renado knew that if he was going to scale his agency he needed a more efficient way to follow up with prospects. It became hard to manage and prospects were falling through the cracks. In Renado’s words, it was “cumbersome”.

The Only Marketing System This Agent Uses.

Better Agency is the only marketing strategy Daniel uses. Using Better Agency’s “done for you” sales automation campaigns, Daniel has generated over 1600+ new insurance quoting opportunities.

Each month Daniel adds a list of approximately 1500 old prospects and dead leads that he never sold with his captive company. The sales campaigns are generating over 15 new quoting opportunities every day.

Agency Health Reports
I paid for multiple months of Better Agency with the commission I just earned. I uploaded my first list of dead leads and the automated campaigns helped me sell policies I never would have tried to write before.
Ashley Mastowski - Photo
Ashley Mastowski
First Choice Insurance Group

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

(We're Sure You Will Too!)

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