Better Agency

Name: Better Agency
Brand: Better Agency
Rating: 4 (13 reviews)

The #1 Insurance CRM That Helps P/C Insurance Agents Sell More Premium And Save More Time

Est 2018

LinkedIn 1K|Web traffic 38K|FTEs 8|HQ Gilbert, us

MarketsOutreach Automation Sales Engagement Platforms (SEP)

Published Oct 15, 2026

01Common complaints

1) Need for enterprise-grade security attestations prior to procurement - If procurement requires published SOC 2 Type II, ISO 27001, formal trust center documentation, and detailed SSO/SCIM specifications, the vendor’s publicly documented footprint may be insufficient without a direct vendor security review. 2) Dependence on specialized or legacy integrations - Agencies whose operations depend on multiple niche integrations (accounting systems, document generation engines, specialized raters) should validate integration coverage before committing. 3) Reporting and analytics priority - Organizations that require advanced operational dashboards, segmentation, and detailed BI-ready exports should confirm reporting capabilities relative to competitors. 4) Preference for best-of-breed stacks - Agencies that prefer pairing a dedicated AMS with a separate CRM may find consolidation redundant if they already use and rely on a mature AMS. 5) Requirement for strict pricing predictability - With multiple public price references and potential add-ons (onboarding, texting limits, rater modules), confirm detailed pricing and contract terms prior to purchase.

Deal disqualifiers (poor fit)

Procurement policies that require public SOC 2/ISO attestation prior to vendor evaluation.
Agencies requiring advanced reporting, extensive data warehousing, or deep custom integrations out of the box.
Large, multi-branch agencies with complex commercial lines accounting requirements that depend on mature AMS accounting features.

Publicly visible limitations / gaps

No publicly documented SOC 2/ISO certifications located in the materials reviewed.
Limited third-party review coverage on some major platforms, which constrains large-sample sentiment analysis.
Public pricing materials display multiple price references; buyers should validate final package contents and add-ons in writing.

Roadmap / future direction considerations

Following acquisition by GloveBox, the product roadmap, packaging, and pricing may be adjusted to align with the acquirer's platform strategy. Potential outcomes include further integration with parent offerings, packaging consolidation, and revised support models.

02Why they buy

Unique selling point claims supported by accessible evidence

Vendor states the platform includes a library of preconfigured automation campaigns intended for lifecycle activities (review requests, x-date follow-ups, cross-sell, win-back).
The product emphasizes using IVANS or carrier downloads as triggers to initiate service and sales workflows.
Features described by the vendor include proposal and video proposal capabilities intended to support conversion activities.

Areas where competitors may have an advantage

Publicly documented security/compliance attestations and broader independent review coverage are more commonly visible for some incumbent AMS vendors.

03Field reports

Review-platform availability and coverage

- G2: Vendor profile was visible but no reviews were visible at the time of review. - Gartner Peer Insights: No Better Agency reviews were identified in the materials reviewed (access to some content on the platform may require login or entitlement). - Capterra / GetApp: Comparison pages and listing references exist; aggregated summaries appear on comparison/marketplace pages. - TrustRadius: No Better Agency review page was found in the accessible materials for this review.

Vendor-published testimonials and claims (summarized)

- Vendor and partner materials include testimonials from agencies that describe positive outcomes after switching from other AMS/CRMs. - Vendor messaging emphasizes using IVANS downloads to trigger campaigns and workflows and cites examples of operational time savings and incremental sales outcomes. Note: These statements originate from vendor/partner-produced collateral and case materials. Such materials reflect selected customer experiences and are not independently audited.

Negative / critical feedback (what’s available)

Public negative reviews specifically for Better Agency were limited in the sources accessed, which constrains frequency analysis.
Aggregator/third-party summaries indicate recurring user concerns in some areas, including integration limitations with particular third-party applications, reporting capabilities that some users consider less advanced than competitors, and suitability primarily for smaller or less complex agencies.

Common reasons cited for selection (themes)

Desire to consolidate CRM and AMS functionality and automate lifecycle campaigns rather than integrating multiple disparate systems.
Availability of preconfigured campaign libraries and workflows to accelerate routine outreach tasks.
Reports of responsive vendor support and onboarding assistance in vendor-sourced materials.

Observed/Reported drivers of churn (inferred)

Need for more advanced reporting and analytics.
Requirement for deeper or specialized integrations.
Agencies scaling into multi-branch or complex commercial operations may seek AMS platforms with deeper enterprise features.

Vendor-published outcomes (examples)

- Vendor collateral references outcomes such as increased review counts and revenue-related metrics in short timeframes (for example, one cited case referenced a small increase in Google reviews and a modest amount of incremental business within a short timeframe). Critical evaluation: - These outcomes are vendor-published and the underlying methodology is not documented in the materials reviewed: baseline periods, metric definitions (e.g., premium written vs premium processed vs commission), attribution, and selection criteria are not provided. - Treat vendor case outcomes as illustrative rather than independently verified.

Third-party compiled reports

Some third-party reports and comparison summaries include quotes and claimed outcomes; these materials may summarize vendor-supplied case information and should be validated in procurement due diligence.

Implementation details and time-to-value

Vendor claims include IVANS download setup assistance, data migration support, and activation of campaign libraries.
The campaign-library approach can yield early operational improvements for standard use cases (e.g., review requests, x-date follow-ups). Agencies with complex commercial workflows, custom accounting, or extensive legacy data may still encounter extended implementation timelines.

04Best fit

Company size

Small to mid-sized independent agencies with a limited number of users that prioritize rapid deployment of preconfigured outreach and lifecycle automation over deep enterprise governance.

Industries / verticals

Independent property & casualty insurance agencies (personal lines and small commercial focus).

Roles and personas

Decision makers: agency owners/principals, operations managers.
Users: producers, customer service representatives, sales and service teams.

Pain points addressed

Manual or inconsistent follow-up processes.
Limited automation of downloads and lifecycle events.
Need to centralize CRM and AMS functions in a single system.

Qualification criteria (good fit)

Agencies seeking preconfigured automation libraries and faster activation of standard outreach processes.
Organizations willing to request vendor security documentation under NDA if required by procurement.
Agencies prepared to align some internal processes to the vendor's campaign-first workflow model.

05The pitch

What the product does (core value proposition)

Better Agency is an insurance-focused platform that combines CRM and agency management system (AMS) functionality with automation designed to support insurance lifecycle activities (sales, service, claims, renewals). The product provides a library of preconfigured SMS/email/task campaigns and workflows that can be triggered by data events such as IVANS downloads (e.g., new policy, endorsement, claim, renewal).

Target market and market positioning

Primary buyers/users: Independent P&C insurance agencies (owners, producers, CSRs/service teams).
Positioning: The vendor frames the product as an AMS with an emphasis on automation and campaign libraries intended to operationalize agency data for cross-sell, win-back, reviews, x-date follow-up, and nurture activities.

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