Sell More Premium. Save More Time With The #1 Insurance CRM.

“Done for you” automation campaigns so you can follow up with every prospect. Cross-sell your entire book of business with one single click.

Sell More Premium.
Save More Time With The #1 Insurance CRM.

“Done for you” automation campaigns so you can follow up with every prospect.

The First Ever Fully Automated Done-For-You Insurance CRM

Designed because we were sick of having to piece together complicated software ourselves. Better Agency comes fully set-up with Done-For-You campaigns that are ready to go within minutes of signing up.

Better Campaigns

With only a few clicks, you can start automating texts, emails, tasks and notifications to your prospects, clients and your team without having to write a single email or text message.

Better Lead Management

Our simple to use pipeline allows you to drag and drop prospects from one stage to the next in seconds. Our system was designed to keep engaging with them for where they're at in their journey.

Better Copywriting

Every email, text and team notification was written by professional copywriters to grasp the attention of the reader so that they take immediate action.

Better Conversion Tracking

Stay in easy contact with prospects and clients alike using our contact record. Our platform logs all emails, texts, and recorded calls in one easy to manage screen. Keeping it simple for you.

Better Renewal Processes

When prospects become clients, the platform will support you through the renewal process by engaging the client through professionally written emails and text messages, so you don't have to.

Better Claims Handling

Easy to use claims campaigns make sure that whether the claimant filed the claim, or you helped them file it - the system will stay in contact with your client throughout the client to ensure satisfaction.

Better Review Management

When you turn prospects into paying clients with our platform, the client will be welcomed into your agency, while we also engage with them to leave you a 5 star review to further build your brand.

Better Cross-Selling

Immediately when you win a sale with a new client, you can start a specific cross-selling campaign so that our platform takes care of most of the selling for you.

Better Accountability

Track your different lead sources in a clean and simple dashboard so that you can see how many leads each producer has, and where most of your business is actually coming from.

Better Sales Tracking

Manage your sales for each user within the dashboard so that you know immediately how much premium is being sold in your agency, and how much commission is being generated.

Better Options

For the times you want to customize your experience with tools outside of the platform, we have a direct Zapier integration. Now you can connect Better Agency to 1000's of different tools.

Say Goodbye To Complicated Software & Headache

Does complicated software confuse you? We know the feeling. That’s why with Better Agency, you can say goodbye to confusion.

No more combining complicated softwares. Better Agency works right out of the box. And it has everything you need in one place.

You don’t need to be computer programmer to use Better Agency. If you can turn on your computer, you can use Better Agency. Get your account up and running in 5 minutes.

Better Agency Insurance CRM
Insurance CRM with done-for-you campaigns

Completely Done-For-You

No matter what size your agency is, Better Agency has everything you need to win — period. Here are some of the features that make this tool so powerful for you:

❇️ Done-For-You Automation Campaigns

❇️ Done-For-You Google Review Campaigns

❇️ Done-For-You Cross Selling Campaigns

❇️ Done-For-You Renewal Campaigns

❇️ Done-For-You Claims Campaigns

❇️ Done-For-You Long Term Nurture Campaigns

❇️ Fully Automated Sales Pipeline

❇️ Fully Automated Service Pipeline

❇️ Fully Automated Task Management

❇️ Native Texting and Email Synchronization

❇️ Daily & Weekly Support Calls and More

Flexible Pricing For Any Size Agency



Per month



Per month



Per month