---
title: Better.agency Reviews
meta_title: 'Better.agency Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how Better.agency works for a business like yours.
date_modified: '2026-03-17'
parent_category:
  name: Insurance
  url: https://www.g2.com/categories/insurance
---


# Better.agency Reviews
**Vendor:** Better Agency  
**Category:** [Insurance CRM Software](https://www.g2.com/categories/insurance-crm)
## About Better.agency
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.






- [View Better.agency pricing details and edition comparison](https://www.g2.com/products/better-agency/reviews?open_modal_url=%2Fproducts%2Fbetter-agency%2Fwishlists%3Fhost_path%3D%252Fproducts%252Fbetter-agency%252Freviews%26source%3Dpdp_avatar&section=pricing&secure%5Bexpires_at%5D=2026-08-13+07%3A49%3A14+-0500&secure%5Bsession_id%5D=c7de3521-12ad-46ee-b32f-08114e562abd&secure%5Btoken%5D=f3adec8780d8b353e4150729786dcd3973a879064aeb60680e72246786496298&format=llm_user)

## Better.agency Features
**Relationship Management - Insurance CRM**
- Renewal Management
- Client Communication Tools
- Lead Tracking
- Contact Management
- Winbacks
- Communication History
- Activity Management
- Reputation Management
- Template Management
- Interaction Tracking
- Activity Tracking
- Lead Management
- Task Management
- Email Management
- Sales Pipeline Management
- Workflow Management
- Insurance Management

**Administration**
- Accounting
- Contact Management
- Commissions
- Sales Tools
- Reporting & Statistics
- Payment Processing
- Email Integration
- Task Management
- Third-Party Integrations
- Accounting Integration
- Alerts/Notifications
- Calendar Management
- Pipeline Management
- Commission Management
- Email Management
- User Management
- Forms Management
- Invoice Management
- Workflow Management
- Document Management
- Contact Database

**Follow up Automation - Insurance CRM**
- Automated Follow-Ups
- Marketing Campaigns

**Insurance Documentation**
- Claims Management
- Insurance Policy Management
- Invoicing & Receipts
- Electronic Signatures
- Client Management
- Lead Management

**Document Management - Insurance CRM**
- Documentation handling

**Additional Functionality**
- Client Portal
- Access Controls/Permissions
- AI Copilot
- Audit Trail
- Search/Filter
- Commission Calculations
- Insurance Rating
- Activity Tracking
- API
- Customizable Templates
- Customizable Branding
- Document Storage
- Property & Casualty
- Configurable Workflow
- Life & Health
- Monitoring
- Status Tracking
- Customizable Forms
- Generative AI
- Document Templates
- Self Service Portal
- Reminders
- Customizable Reports
- SSL Security
- Customizable Fields
- Referral Tracking
- Quotes/Estimates
- Risk Assessment
- Email Marketing

**Integrations & Reports - Insurance CRM**
- Integrations
- Reporting & Analytics

**Additional Functionality**
- Sales Reports
- Customer Database
- Email Templates
- Alerts/Notifications
- Mobile Access
- Calendar/Reminder System
- Task Scheduling
- API
- Access Controls/Permissions
- Activity Dashboard
- Data Import/Export
- Customizable Reports
- Forecasting
- Generative AI
- Marketing Automation
- For Insurance Industry
- AI Copilot
- Quotes/Estimates
- Lead Capture

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