--- title: "Better Agency Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Better Agency Software - reviews, pricing plans, popular comparisons to other P&C Insurance products and more." source_url: "https://www.capterra.com/p/211611/Better-Agency/" page_type: "product" language: "en" --- # Better Agency Software Review 2026: Features, Integrations, Pros & Cons Last updated on September 4, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Better Agency ## What is Better Agency? Better Agency is the #1 Insurance CRM for P/C agents. You will sell more premium and save more time with our done for you automation campaigns. You can follow up with every prospect, cross-sell your entire book, manage service requests, communicate with every renewal, and help every claimant with one single click. Our sales, service, and renewal pipelines allow agents to monitor every client. It has built-in texting, and you can store every document and record all of your policy notes. ## What is Better Agency used for? [P&C Insurance](https://www.capterra.com/p-c-insurance-software/)[Insurance](https://www.capterra.com/insurance-agency-software/)[CRM](https://www.capterra.com/customer-relationship-management-software/) Top alternative Featured Overall rating Based on 13 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $299 Per Feature, Per Month Free trial not available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Better Agency?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.betteragency.io&name=Better Agency) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Better Agency 4.0 (13) VS. [4.7 (150)](https://www.capterra.com/p/130149/bpm-online-CRM/reviews/) Starting Price $299 Per Feature, Per Month Starting Price $40 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.0 (13) Ease Of Use 4.6 (10) Value For Money 4.2 (12) Value For Money 4.6 (5) Customer Service 4.4 (12) Customer Service 4.7 (9) ## Better Agency alternatives [4.6 (910)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/) Starting price $14.99 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [4.3 (167)](https://www.capterra.com/p/130199/LeadSquared/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 86% of reviewers rated it above 4 stars [4.2 (1,003)](https://www.capterra.com/p/113540/Bitrix24/reviews/) Starting price $69.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 82% of reviewers rated it above 4 stars [4.4 (18,808)](https://www.capterra.com/p/61368/Salesforce/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars ## FAQs about Better Agency Overview ### Which roles and teams benefit most from Better Agency? Better Agency is most used by agency owners, presidents, CEOs, and managing partners who need visibility into sales pipelines, client relationships, and team performance. Operations leaders and insurance agency staff benefit from streamlined workflows, task tracking, and communication tools that help organize day-to-day agency management and support business growth. Answer based on 13 reviews Overview ### What company size and specific industries is Better Agency built for? Better Agency is designed for property and casualty insurance agents of any company size, especially independent agencies and brokerages that need software tailored to insurance sales, client management, and policy workflows. Features and Usability ### What are the key features of Better Agency? Better Agency offers CRM, pipeline management, and sales automation for tracking leads, contacts, and opportunities. It also includes email templates, email marketing, SMS marketing, document management, calendar/reminder system, task management, reporting/analytics, and insurance-focused features such as policy management, claims tracking, quotes/estimates, and comparative rating. Integrations ### Which third-party tools and platforms does Better Agency integrate with? Better Agency integrates with Meta for Business, NowCerts, Twilio, and Zapier. These connections cover marketing, insurance management, and messaging tools, while Zapier adds access to additional third-party apps for workflow and data exchange. Getting Started and Support ### What training and onboarding options does Better Agency offer? Better Agency provides videos for training and onboarding support. Videos can give teams a self-paced way to review features, follow setup steps, and revisit guidance as needed during early use and ongoing reference. Getting Started and Support ### What customer support options does Better Agency offer? Better Agency provides email/help desk support, an FAQ/forum, and a knowledge base. These channels give users direct help options and self-service information for common questions. No reviewer feedback about support quality, response times, or helpfulness is available in the catalog data. ## Features AI summary Based on 118 P&C Insurance reviews Capterra data shows that buyers of P&C Insurance rank the following features as their top priorities: - **Insurance Policy Management** (**58%** of reviewers rated this feature as critical) - **Document Management** (**53%**) - **Property & Casualty** (**50%**) Better Agency supports all three of the features reviewers rate most important: **Insurance Policy Management**, **Document Management**, and **Property & Casualty**. Together, these capabilities help businesses manage policy details accurately, keep client and policy documents organized, and handle core P&C insurance workflows more efficiently, allowing teams to improve service and maintain better operational control. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges API Application programming interface that allows for integration with other systems/databases Calendar/Reminder System Notifications/alerts for upcoming events or tasks Campaign Management Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Cancellation Tracking Track cancellations of policies, accounts, orders, appointments, etc. Better Agency 53 features ### All Features - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Calendar/Reminder System: Notifications/alerts for upcoming events or tasks - Campaign Management: Create a collection of marketing actions to complete specific goals and plan and analyze campaign results - Cancellation Tracking: Track cancellations of policies, accounts, orders, appointments, etc. - Carrier Upload: Upload documents provided by Insurance Carriers - Claims Management: Process of submitting and following up on claims with insurance companies - Claims Tracking: Process of tracking new and submitted claims and the status of submitted claims - Commission Management: Tracking, calculating, and paying commissions and earnings to employees - Comparative Insurance Rating: Rate insurance claims based on comparative instances - Contact Management: Manage, organize, and store contact information - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Email Management: Manage, store and organize emails within the system or via third-party apps - Email Marketing: Create and send email blasts/campaigns - Email Templates: Pre-made examples and templates for emails - For Insurance Industry: Intended to be used by insurers - Forecasting: Form predictions based on past and present data/trends - Insurance Management: Involves selling of insurance solutions, managing policies, handling claims & assessing risk and coverage - Insurance Policy Management: Create, administer and manage insurance policies for various customers and insurance lines - Interaction Tracking: Track interaction history by documenting conversations for contacts - Lead Generation: Manage the process of attracting and converting business prospects into leads - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Live Chat: Ability to chat online in real time - Marketing Automation: Automate workflows and trigger campaigns based on customer actions - Mobile Access: Access software remotely via mobile devices - Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user - Multi-State: Pay employees in multiple states with correct tax deduction amounts in each - Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. - Pipeline Reports: Visual representation of sales prospects & how many deals are in your sales funnel, the stage each deal is in, and the value of deals. - Policy Management: Create, manage, and track policies and procedures within an organization - Property & Casualty: Specialized for companies in property and casualty (P&C) insurance sector - Quotes/Estimates: Generate quotes or estimates for customers - Rating Engine: The calculation of a price/premium based on specific variables. - Real-Time Reporting: Active reporting of data and metrics - Referral Tracking: Log and store the source of contacts/leads - Reinstatement Tracking: Track policy reinstatements after policies have been canceled - Renewal Management: Manage and track the renewal process for various services, subscriptions, contracts, or licenses - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Sales Forecasting: Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports. - Sales Pipeline Management: Pipeline view and tracking lead status - Sales Reports: Reports specific to sales analysis for trends and strategies - Sales Trend Analysis: Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Segmentation: Group leads or contacts based on their specific characteristics - Status Tracking: Track the status over time for a request, process, asset, or transaction - Task Management: Create, manage and track all task activities and progression - User Management: Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 3.9 (13) 3.9 Based on 13 reviews ## Pricing Value for money 4.2 (12) Basic $299.00 Per Feature,Per Month Value for money 4.2 (12) 4.2 Based on 12 reviews ## Integrations [ Zapier](https://www.capterra.com/p/130182/Zapier/)[ Meta for Business](https://www.capterra.com/p/213257/Facebook/)[ Twilio](https://www.capterra.com/p/180158/Twilio-Communications-Platform/)[ NowCerts](https://www.capterra.com/p/132779/NowCerts/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.4 (12) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.4 (12) 4.4 Based on 12 reviews ## User reviews Overall rating 4.0 Based on 13 reviews Filter by rating 5(9) 4(1) 3(0) 2(0) 1(3) Mentioned topic Sorted by most recent Marta N. Producto Food & Beverages ### "Indiva system" 1.0 Overall Rating 1.0 1.0 Ease of Use 1.0 1.0 Features 2.0 2.0 Customer Service 3.0 3.0 Likelihood to Recommend 1/10 July 23, 2024 Pros Es un producto engañoso, eso de que te ayuda a adelgazar es mentira son promesas y ya, te dicen que funciona y que te hacen un seguimiento pero no es verdad ninguna de las dos cosas. Me han llamado una sola vez y el tratamiento es mentira Cons La atención al cliente una chica que me atendió muy grosera y no quiso escucharme y el producto que no sirve es mentira Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. NJ Nate J. Operations Insurance ### "Better Agency makes you better. " 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 March 15, 2024 Overall, it has been positive. there has been some ups and downs like with all new tech but overall, the usability of BA has been great. Pros Ease of use is the best part of Better Agency. The way we can share and reassign service and claim requests makes us more efficient. The sales Pipeline keeps producers up to date on their prospects. The renewal pipeline is a game changer for retention. Cons We started early with Better Agency the onboarding was an issue. I believe this has gotten much betteer. Switched from [Fuse](https://www.capterra.com/p/166782/Connect/) Agency rev did not work well with our AMS. Reasons for choosing Better Agency Price and functionality for what we were looking for. We have multiple offices and we wanted to be able to reassign service and have a functioning renewal process. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AN Anonymous User ceo Insurance ### "A "solution" filled with empty and broken promises" 1.0 Overall Rating 1.0 1.0 Ease of Use 1.0 1.0 Features 1.0 1.0 Customer Service 1.0 1.0 Likelihood to Recommend 0/10 August 31, 2022 My overall experience with Better Agency was extraordinarily sub-par. First and foremost, the customer service or, should I say, the lack there of, is terrible. Better Agency does business by driving sales and sales only. The person who sold me the product handed me off to the “on-boarding team” in which case they trained me on their systems. Once you complete your training, you’re on your own with the exception of a chat that’s located on the bottom right of the screen at all times. If you want to speak to someone, you have to, instead, set up a meeting in zoom 1-2 days in advanced to get your problem solved. When, and if, something goes wrong, you’ll have ZERO support because the people at this company DO NOT answer the phone. And the chat, you can say, does not work because whoever is on the other end of that chat has absolutely no knowledge of simple things. Long story short, I wanted to see if they had 2 factor authentication for logging in to the platform and I asked the chat service. When advised what I wanted, the person asked me to take a screen shot of what I meant in which I simply informed the person to google 2 factor authentication. I was appalled that the person did not know what this was in 2022 as society has been using this for at least 10 years on almost any website you’re required to log into. I ended the chat out of frustration and later got a transcript of the person advising me to search for a 3rd party for 2 factor login. You'll regret purchasing. Pros My experience with Better Agency was mostly negative. However, this was not necessarily because of how the software performed but rather the lack of sufficient customer service and, further, their lack of knowledge of their own product. Focusing on the software itself, it seemed to work pretty well. I thought the contact lists and individual profiles showed all the information you needed including policy numbers, types, vehicles(if applicable), and more. It made it very easy to look at any given client. The best thing about the software was probably their "pipeline". They had multiple boxes for organization for many stages during a sale, cross selling existing customers, renewals, customer service , and more. Their email campaigns also looked very good as you could customize so many different parameters for prospects and existing customers. You could even program it to send customers birthday cards automatically. Unfortunately, I never had success with it as every single email I sent would go to spam when sent through their system. More on that below. Cons I did very extensive research on the right AMS to fit my company and eventually purchased Better Agency. I had high hopes as everything they showed me looked really great. The worst part about this company is the extreme lack of customer service as well as knowledge of their own products. Further, as my title states, it was "a solution with empty and broken promises". When I made the purchase, I made it contingent upon gaining access to the commissions beta which I was shown during my sales call. The person I spoke with advised me that I could gain access to the beta upon purchase. I didn't need it to do anything fancy; simply download the premiums from IVANS and calculate the commission for my agents. Yes, I understand it was beta but, even after my purchase, I was never given access to such beta to even test it out. About the emails, the staff does not have very extensive knowledge about their own product. I would describe them as understanding everything on the surface but little to nothing about the back-end. One example was how the email campaigns work. The way their system is designed, it connects to your email through, what I think, is an API. They had no idea how it connected. In my case, I use Gsuite for my email and eventually connected it. Before I even purchased, I asked how the system/server sent out emails so I could understand how it worked and plan accordingly. They could not answer this and never did. Quickly, I found out all my emails went to spam. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. KP Kevin P. Mechanic Automotive ### "Better Agency review. " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 July 27, 2022 Pros The software is very reliable and allows me to work without worry. Cons I have no complaints on this software it helps me boost my sales and retain happy customers. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Nurul Salimah H. Oracle Database Administrator Financial Services ### "Better CRM with 'Better Agency'" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 May 21, 2022 It has all the feature and tools that I need to manage our CRM needs and they do it in smoother way. I really please with the experience. Pros This program was simple to implement in our organization and was very user-friendly. The crew had an elementary time adapting to it, and the benefits were seen right away. It has rapidly evolved into one of the most valuable resources available to our organization. From where we were, we can now improve the experience that we provide for our customers by light-years. This is genuinely special software, and the training for the team is practically nonexistent since it is so intuitively designed. Cons When they first began providing it, I wasted no time signing up for it. There were just a few instances of growing pains, which is anticipated from a firm that is expanding as rapidly as they are. However, I also view this as a plus because they are fast to respond to feedback and improve the features based on people's actual experiences. Switched from [OKi CRM](https://www.capterra.com/p/233434/OKi-CRM/) [Workforce Manager](https://www.capterra.com/p/146403/Workforce-Manager/) [Teamzy](https://www.capterra.com/p/197005/Teamzy/) Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AM Alex M. P Insurance ### "Company uses deceptive practices with their free trial" 1.0 Overall Rating 1.0 1.0 Ease of Use 1.0 1.0 Features 1.0 1.0 Customer Service 0.0 0.0 Likelihood to Recommend 0/10 July 15, 2021 Pros Free Trial cancellation process is a scam. Do not sign up, they will charge you regardless. Cons Do not sign up for this companies free trial. They do not simply require a written cancellation request as they state when you sign up. I provided them with a written request and they still proceeded to charge us a $399 fee. I escalated the issue with their customer service department and they simply stated there was nothing they could do. I can only imagine what kind of service clients would receive in the future with a company that is not willing to work with you from the beginning. They stated that they had sent me an email after my initial cancel request with a link to a form that needed to be filled out, the thing is that that email ended up in our SPAM folder and was never seen. They simply did not want to work with us in a fair manner. I would never recommend this company to anyone that is looking for a customer service oriented company. They are only ales and money oriented. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. CL Chris L. CEO Marketing and Advertising ### "Best Insurance CRM" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 October 19, 2020 It's been great to see this software develop so fast and help so many agencies in such a short period of time. If your'e an insurance agency who needs better automation, definitely do a demo and give it a try. Pros Ease of use, functionality and time savings are huge reasons why this is one of, if not the best CRM system for insurance agencies on the market! Cons At this time, there are no cons related to Better Agency! It's that good! Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. JH Jeromy H. President Insurance ### "Game Changer!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 October 16, 2020 It has allowed my agency to be more efficient in our daily processes for sales and service, which made it possible to scale back on the number of systems we our using. Our team is much more productive and happier since Better Agency has simplified a lot of workflows. Pros Better Agency has allowed my insurance agency to provide a better experience for new and existing clients. This has lead to an increase in new businesses sales and retention, which means more revenue. Cons Like any new company there are things that need to be worked through as the user base grows, but they are open to any and all feedback. Switched from [ActiveCampaign](https://www.capterra.com/p/79367/ActiveCampaign/) Better Agency was simple to use and set up, everything is already in to use. Other systems are complicated and require hiring a vendor to set everything up which could costs thousands of dollars before the product is even used. Alternatives considered [Keap](https://www.capterra.com/p/76390/Infusionsoft/) Reasons for choosing Better Agency Too complicated of a process to get set up and very expensive. Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. ES Erik S. President Insurance ### "A must have for the modern insurance agency" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 October 16, 2020 I recomend this to any agency owner that is serious about taking there agency to the next level. The current features are second to none. Our agency has had a wonderful experience implementing into our processes for both sales and service. It has allowed us to really build out a scaleable process to grow with. Pros This product was easy to use and integrate into our agency. The results were immediate, and the team took to it very quickly. It has become one of the most important tools in our agency. We can enrich our client's experience light-years from where we were. Cons I jumped on it when they first started offering it. There was minimal growing pains, but that would be expected from a company growing as they are. But I also see it as a positive as they are quick to respond and enhance the features based of real user experiences. Switched from [Keap](https://www.capterra.com/p/76390/Infusionsoft/) They were difficult to work with and I found the software hard to implement. Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. MO Michael O. Insurance Agent Owner Insurance ### "Great Product- Awesome Vision" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 October 16, 2020 Fantastic, would recommend to anyone! Pros Always looking to be innovative and push new things. They are never happy with what they have and are always pushing to improve and not just improve but improve in ways that benefit their clients. They really value client feedback. Cons Still have a few things that need to be introduced but I have full confidence they will get it done soon and very well. Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. [View all Reviews](https://www.capterra.com/p/211611/Better-Agency/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.