The CRM For Life & Health Agents That Helps You Sell More Insurance
Better Agency keeps your client information organized, and communicates with customers without the headaches.
- Plans as low as $80/month
- No contracts
- Save 7-10 hours per week for each salesperson
Stay organized & connect with customers with Better Agency
Manage
The simple navigation makes it easy to keep your client records clean and secure.
- Store client details
- Maintain medical info
- Record policy data
Engage
Engage with your customers using built-in email and SMS texting.
- SMS texting
- Direct email sync
- SMS and email broadcasts
Execute
Execute tasks, send broadcasts, and store your templates inside your CRM.
- Find T65 contacts
- Create custom templates
- Create tasks
AGENCY CONTACT DATABASE
Store your customer data
Easily locate your customers contact info, medical notes, and policy information. We help you keep your policy records accurate so you can focus on taking care of your customers.
MESSAGE CENTER
Text and email your clients
Built-in SMS messaging allows you to text customers, and we integrate your email to store all your client communication.
MASS COMMUNICATIONS
Send SMS & email broadcasts
Search and filter your contacts by age, county, or medical plans and send them custom communications by email or SMS in bulk. You can even create your own templates.
TASK MANAGEMENT
Create and manage tasks
Create and set tasks for you or another agent so that you never allow another sales opportunity fall through the cracks again.
- Plans as low as $80/month
- Instant Access
- No Contracts
Does This Sound Like You?
Using Spreadsheets & Sticky Notes That Cause Customers To Fall Through The Cracks?
If you want one system to manage customers and prospects and was designed for Life & Health Insurance Agents, then Better Agency is for you!
Do This Instead
Keep Data In One Place So You Never Miss An Opportunity Again
Better Agency includes email templates for email and SMS texting, and keeps all of your data secure with an easy to use interface.
- Plans as low as $80/month
- Instant Access
- No Contracts
Over 1000 Insurance Agents trust Better Agency
“I can point to new accounts each month that were booked primarily because of the Better Agency platform. Our ROI over the last few months has been between 600% – 800%”
“Better Agency truly understands the needs of insurance agents. In the past I’ve needed a half dozen systems for client management, marketing, and communication to effectively connect with clients, but Better Agency rolls all of these tools into one easy to navigate system.”
“I’ve yet to find a software company in the insurance space that offers as much support as Better Agency does. This is a company that actually cares about what insurance agency owners need and want. Rather than some cookie cutter, take it or leave it product, this is a product that has been designed with tons of input from actual insurance agents. I’ll be with them as long as I own an agency because I know they’ll continue to evolve and will always offer a quality product”
FAQs We Tend To Get Asked A Lot
Yes, we go through great lengths to provide bank-vault level encryption of your data.
No. While we do implement a contract on our P/C products, we do not require a contract for our Life & Health products
Yes. We provide a direct 2-way sync with GMAIL and Microsoft Outlook. This means you can send and receive emails directly out of Better Agency, and that communication is stored to the contact record automatically.
You can also send and receive SMS text messages to individual contacts or in bulk to custom lists within your CRM.
No. That would be exhausting. We have no interest in that. We do not offer any of your data to any organization or group.
You own your data.
Once you sign up, you'll gain instant access to our learning platform with training content.
We also host a live call every week where you can connect with our team for custom training and support.
Yes. You can store client information and specify plans and products in all 50 states.
No you don't have to manually input any of that data. We pull plan names directly from CMS.gov
Of course! We'd love to have you sign up. We do provide discounts to some FMO members, but all Life and Health agents are welcome.
Get Instant Access To The Only CRM For Life & Health Agents That Guarantees A Positive ROI
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