One Platform To Sell More Insurance.

Over 1000 other independent agents are already reaping the benefits of having one system for sales, service, renewals, tasks and claims. Now it’s your turn. Get started now and start automating your independent agency. 

Pay In Full


CRM Only

100+ automation campaigns for sales, service, renewals.


Add. users: $45/month 

Onboarding fee applies.


Quick overview:

See all features below



Policy downloads trigger campaigns. Use one system for CRM/AMS.


Add. users: $45/month 

Onboarding fee applies.


Everything in Beginner, plus:

See all features below


CRM, AMS, Rater, Proposals

Policy downloads trigger campaigns. Use one system for CRM/AMS.


Add. CRM users: $45/month 

Add. Rater users: $50/month 

Onboarding fee applies.

Everything in Basic, plus:

See all features below

***Save 15% when you pay in full for the year.***


Which plan is best for my agency needs?

The Basic plan is for agencies who just want some simple automation and sales tracking. The Better plan is for agencies who want to unify their agency technology. Watch the video for the full features and benefits of each plan.

Compare Plans Beginner Plan Basic Plan Better Plan
Sales Features
50+ Cross-Sell Campaigns
SMS Texting
Mass Broadcasts
Start Campaigns From AMS Downloads
Automated Sales Pipeline
IVANS New Business Downloads
Compare Insurance Rates (Rater)
Custom Video Proposals
Service Features
Service Ticket Pipeline
Google Review Campaigns
Claims Automation
IVANS Endorsement Downloads
Renewal Features
Renewal Pipeline
Retention Campaigns
Auto Calculate Renewal Increase
IVANS Renewal Downloads
E&O Compliant Note Storage
Attachment Storage
Pre-Filled Acord Forms
Producer Commission Reconciliation
1-on-1 Onboarding
Email Support
Live Chat
Daily Live Zoom Call
On-Demand Tutorial Videos
Better Agency Community

You Get A Personalized Onboarding Plan That Will Get You Fast Results

Our Customer Success team will work 1-on-1 with you and your team to help you setup your new account and migrate your data so you can start your campaigns immediately. Get everything you need so that you can see an immediate ROI.

The Better Agency 4-Step Onboarding Plan

Day 1 Onboarding

Welcome Call

We’ll make sure we understand your desired goals and how Better Agency can help you achieve them. We will also help you configure your new account.

Day 1 Onboarding

Week 1 Onboarding

Data Migration

We’ll help you export a “book of business report” from your AMS. Our team will examine your data before completing the upload into Better Agency. *See below for full AMS migration.*

Week 1 Onboarding

Week 2 Onboarding

Sales Training

Our Customer Success team will take the burden of training your sales team off of your hands and train your producers on how to use Better Agency.

Week 2 Onboarding

Week 3 Onboarding

CSR Training

Our Customer Success team will train your CSRs on how to use the Service Center and Renewal Pipelines to generate more sales opportunities.

Week 3 Onboarding

Week 4 Onboarding


Congrats! Your onboarding is complete and you have everything you need in order to get immediate results with Better Agency.

Week 4 Onboarding


Full AMS Migration

Our Data Migration team will work with you to determine the best way to migrate your AMS data including contacts, notes, attachments and historical policy data.



25 new Google reviews & $30k in the first month

After being “pleasantly surprised” at how easy it was to onboard his agency, Cameron used Better Agency’s built-in workflows to write enough business in his first month to pay for an entire year of Better Agency.

Stop duct taping everything together:

Sure, you can try and save some money by hacking cheap programs together. It’s what you’ve probably been doing.

Keep spending your time working on clunky integrations, trying to make them work. You probably don’t have anything else better to do….right?

Keep working with software that wasn’t a) designed for insurance agents, or b) is primitive or generic at best with their automation campaigns.

You can keep spending time working in one program for your sales team, and another for your service team.

Or! Join 1,000+ other independent agents with Better Agency and unlock your agency profits.


The Solution: Better Agency

Manage Your Agency, AutomateYour Pipelines, And Sell More Premium

(Without Writing A Single Campaign!)

Better Agency includes 100+ pre-built automation campaigns for sales, service, claims, and renewals. An AMS and CRM in one tool!

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

FAQs We Tend To Get Asked A Lot

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.

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