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
Monthly
Beginner
CRM Only
100+ automation campaigns for sales, service, renewals.
$225/month
Add. users: $45/month
Onboarding fee applies.
.
Quick overview:
- 100+ SMS/email campaigns
- CSR Service Center
- 6,000 text messages/month
- Rater optional
See all features below
Basic
CRM + AMS
Policy downloads trigger campaigns. Use one system for CRM/AMS.
$375/month
Add. users: $45/month
Onboarding fee applies.
.
Everything in Beginner, plus:
- IVANS AMS Policy downloads
- Acord forms
- "Commissions"
- 10,000 text messages/month
See all features below
Better
CRM, AMS, Rater, Proposals
Policy downloads trigger campaigns. Use one system for CRM/AMS.
$475/month
Add. CRM users: $45/month
Add. Rater users: $50/month
Onboarding fee applies.
Everything in Basic, plus:
- Comparative Personal Lines Rater
- Video Proposals
- Single Platform
- 12,000 text messages/month
See all features below
***Save 15% when you pay in full for the year.***
FULL FEATURE BREAKDOWN.
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 | ||||
| Organization | ||||
| E&O Compliant Note Storage | ||||
| Attachment Storage | ||||
| Pre-Filled Acord Forms | ||||
| Producer Commission Reconciliation | ||||
| Support | ||||
| 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
NEW USER STRIKES GOLD IN 1ST MONTH
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.