See How Other Agency Owners Are Winning With Better Agency

See how these insurance agency owners are boosting sales, retaining clients, and gaining a competitive advantage.


25 New Google Reviews & $30k New Business In The First Month

Cameron used Better Agency’s built-in workflows to write more new business in his first month to pay for an entire year of Better Agency.

Mitchell Credits Better Agency For Improving His Retention By 30%

Mitchell purchased an agency with a retention rate of 60%. After using Better Agency’s renewal center for a year, he saw a 30% jump in his retention rate. “Better Agency is a lifesaver!”

Rick Ditches Salesforce & Writes $500k Within First 6 Months

Rick switched to Better Agency after years of using Salesforce. He credits Better Agency for helping him write $500k in new premium in 6 months and gaining 20 new Google reviews.

"Better Agency is my extra hands. You've no idea what that commission is going to do for my family."

Daniel issues a $12,000 life policy and issues a $70,000 General Liability policy using the built-in campaigns.

Kiersten Uses One System For Client Communication

Since using Better Agency, Kiersten has been able to reduce her agency software programs. She uses Better Agency to communicate and cross-sell more clients at renewal.

"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%"

Daniel Gains Time And Productivity

Danny has saved his team hundreds of hours in time spent with multiple other systems. This has allowed him to spend more time growing the agency.

"I have so many clients coming back to me for other lines of business. I've had Better Agency for only 5 days."

Denisse Finds The One System She Loves To Use

Since using Better Agency, Denisse no longer wakes up at 2am wondering if she “sent that email”. Better Agency has already done it for her.

So how does Better Agency compare to other insurance CRM platforms?

"My experience in the last 10 days has been Better Agency has surpassed all my expectations."

Michael Has An "All In One System"

Since using Better Agency, Michael Overstreet has been able to reduce his systems down to just one system.

"I can say without a doubt, it has increased our ability to accomplish tasks. For any small to large agencies, this is a no brainer."

"Better Agency Is An Agency Problem Solver"

Jeromy Huerta has been able to move all of his agency operations into just one system. He isn’t a “tech” person, so he enjoys how easy Better Agency is to use

"We've doubled our cross-sell activity and saved 20 hours of work a week. It's working my friends!"

Better Agency Helps Automate The Entire Customer Lifecycle

Since using Better Agency, J.C Wogomon has been able to communicate with customers automatically throughout the entire customer lifecycle.

"The system is substantially more user friendly than others I have used or checked out. We have our sales team using the pipelines and our CSR's are working the Service Center. It's been a game-changer for my agency."

Caleb Cut His Software Down To Just One Program

Caleb has reduced his agency tech stack down to just one program – Better Agency. His favorite part is the Customer Service Center.

"Better Agency truly understand the needs of insurance agencies."

"It More Than Pays For Itself Every Month."

Julie uses the sales pipeline and built-in automation in Better Agency to close more policies every month.

"Took me 10 minutes to upload a list of contacts and just turned on the automation that was it!"

Jon Is More Effiecient And Loves That Support Doesn't 'Ghost' Him

See how Jon uses Better Agency to be more efficient with his sales team, and why he appreciates that support is so easy to get in touch with if he has questions.

"We built a lot of $&%@ on our own over the years If Better been around 5 years ago it would have been a HUGE time & money saver. These agencies without systems have no idea what they are getting with Better.

Beaux Has A 96% Retention Rate Since Using Better Agency

See how Beaux Pilgrim was able to improve his agency retention to 96% by using the renewal campaigns.

But Wait...There's More

Check out these individual case-study documentaries from agents using Better Agency.

Scratch Agent Needs A Simple System.

As the primary breadwinner for her family, Ashley began to feel overwhelmed. Working long hours 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.

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 da

$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”.

 $300k Commercial Premium – 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