1. [Home](https://www.g2.com/) 2. ... 3. [Insurance CRM Software](https://www.g2.com/categories/insurance-crm) 4. [Better.agency Discussions](https://www.g2.com/products/better-agency/discuss) [ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_6799e22f2b3e765a3eb8f14a65aca302/better-agency.jpg "Product Avatar Image") ](/products/better-agency/reviews) [ Better.agency ](/products/better-agency/reviews) 0 ratings Better Agency is an all-in-one platform designed specifically for insurance agents, offering a comprehensive solution for marketing, prospecting, sales, and client retention. By integrating a sales-driven Agency Management System and Customer Relationship Management , it streamlines agency operations, enabling agents to manage the entire customer lifecycle efficiently. With over 100 pre-built automation campaigns, Better Agency empowers agencies to enhance productivity and focus on growth without the complexity of multiple systems. Key Features and Functionality: - Automated Campaigns: Access to more than 100 pre-built SMS, email, and task automation campaigns tailored for sales, service, claims, and renewals, facilitating consistent and effective client engagement. - Agency Video Proposals: Create personalized, branded video proposals to build trust and improve conversion rates with prospects. - Two-Way Email Sync: Seamless integration with email platforms ensures all communications are automatically attached to the relevant contact records, enhancing tracking and collaboration. - Customizable Pipelines: Tailor sales pipelines to match specific agency workflows, improving lead tracking and sales performance. - Document Storage: Securely store and manage client documents within the platform, ensuring easy access and data ownership. - Zapier Integration: Connect with thousands of third-party applications via Zapier, expanding workflow possibilities and automating tasks beyond the core platform. Primary Value and Solutions Provided: Better Agency addresses the common challenge of independent insurance agencies relying on disparate tools not designed for their specific needs. By offering a unified system that combines AMS and CRM functionalities with robust automation, it eliminates the need for "duct-taping" multiple tools together. This integration leads to increased efficiency, allowing agents to focus on selling more policies and retaining customers. The platform's user-friendly design and comprehensive support ensure quick onboarding, enabling agencies to see a positive return on investment promptly. Show More When users leave Better.agency reviews, G2 also collects common questions about the day-to-day use of Better.agency. These questions are then answered by our community of 850k professionals. Submit your question below and join in on the G2 Discussion. * * * ### 0.0 Nps Score ### All Better.agency Discussions Search Most CommentedMost HelpfulCommon QuestionsNewest All DiscussionsDiscussions with CommentsCommon QuestionsDiscussions without Comments FilterFilter Filter byExpand/Collapse Sort by Most Commented Most Helpful Common Questions Newest Filter by All Discussions Discussions with Comments Common Questions Discussions without Comments Sorry... There are no questions about Better.agency yet. ## Start a New Software Discussion Have a software question? Get answers from real users and experts [Start A Discussion](/products/better-agency/discussions/new?entry_point=discussions%23product) * * * ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_6799e22f2b3e765a3eb8f14a65aca302/better-agency.jpg "Product Avatar Image") ### Have you used Better.agency before? Answer a few questions to help the Better.agency community [ Yes ](javascript:void(0))[ Yes ](https://www.g2.com/login?context=product_review&return_to=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fbetter-agency%2Fdiscuss%3Fsmall_ask%3Dbetter-agency) No