Better Agency

Better Agency is a comprehensive insurance agency management software designed to meet the needs of independent insurance agents. This solution combines a CRM, AMS, comparative rater, and proposal tool into one integrated system. It caters to insurance professionals across various industries, including independent insurance agents, insurance brokers, insurance agencies, insurance sales professionals, and insurance service representatives. Better Agency is suitable for businesses of all sizes, from small agencies to large organizations.

Key Features

CRM: According to the vendor, Better Agency includes a CRM system that helps independent insurance agents streamline their sales and service processes. It offers 100+ pre-built automation campaigns for sales, service, claims, and renewals. Agents can set up user profiles and goals for each team member and customize user permissions based on job roles. The CRM seamlessly integrates with other tools in the Better Agency system for a more efficient workflow.

AMS: Better Agency provides an Agency Management System (AMS) that receives policy downloads from IVANS and triggers new campaigns automatically. Agents can connect their IVANS Y-account to download data into their Better Agency account. The AMS initiates new workflows and campaigns for each new sale, endorsement, claim, or policy renewal. It also facilitates the migration of files, contacts, and notes into the system for easy access and organization.

Rater: According to the vendor, Better Agency offers a personal lines comparative rater that allows agents to compare rates for auto, home, and renters policies. The rater features an intuitive user interface that simplifies the quoting process. It eliminates duplicate data entry by syncing all agency data together in one platform and sharing it with the CRM, AMS, and Proposals. The rater supports multiple lines of business, including auto, home, dwelling, and umbrella.

Proposals: According to the vendor, Better Agency's Proposals feature enables agents to create custom insurance proposals in under a minute. Agents can apply their agency's branded style to the proposals by adding their headshot, changing colors, and incorporating the agency logo. The proposals can be sent directly to prospects, and agents have the option to include video explanations to educate prospects on coverages and working with the agency. Agents can track when prospects view the proposals, receive notifications for customer actions, and integrate the proposals into their preferred CRM.