BetterAgency
The first sales-driven AMS.
Overview
BetterAgency is designed as an all-in-one platform for insurance agents, integrating an Agency Management System (AMS) with a powerful Customer Relationship Management (CRM) and marketing automation. It aims to automate the entire insurance customer lifecycle, from prospecting and sales to client retention. The platform includes features like revenue and commission calculators, automated marketing campaigns, and client document storage.
✨ Key Features
- Sales-driven AMS & CRM
- Marketing Automation (100+ built-in campaigns)
- Revenue & Commission Calculators
- Client Document Storage
- Task Management
- Fast Proposals
🎯 Key Differentiators
- Strong focus on sales and marketing automation.
- Large library of pre-built, done-for-you automation campaigns.
- Combines AMS and a sales-focused CRM in a single platform.
Unique Value: BetterAgency provides a unified platform that empowers insurance agents to grow their business by combining a sales-focused CRM and powerful marketing automation with core AMS functionalities.
🎯 Use Cases (4)
✅ Best For
- Independent insurance agencies focused on sales and growth who want to automate their marketing and follow-up processes.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Agencies that only need a simple commission tracking tool without the advanced CRM and marketing automation features.
🏆 Alternatives
Offers more advanced, built-in marketing and sales automation features compared to traditional AMS platforms, making it a better fit for growth-oriented agencies.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Phone Support
💰 Pricing
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