Better Agency
A sales-driven CRM and agency management system built by agency owners for property and casualty agencies, with quote-and-cross-sell automation as the organising idea rather than record keeping.
What it costs
Third-party directories report pricing from around $149 per month for up to three users, with additional users near $35 per month each. The vendor directs buyers to a demo for a current quote.
Trial and access: Demo-led, with a comparatively low entry price once quoted.
Who it suits
- Small and mid-sized P&C agencies focused on growth
- Agencies wanting CRM and AMS in one subscription
- Teams of 3 to 15 that live on quote follow-up and cross-sell
- Owners replacing a spreadsheet-plus-email process
What it includes
| Insurance workflow | |
|---|---|
| Policy & renewal records | Included |
| Commission tracking | Included |
| ACORD forms & certificates | Not stated |
| Comparative rating / quoting | Not offered |
| Carrier records & downloads | Not stated |
| Producer licensing tracking | Not stated |
| Client communication | |
| Built-in SMS | Included |
| Built-in calling / dialler | Not stated |
| Email campaigns | Included |
| Client portal | Not stated |
| E-signature | Not stated |
| Platform | |
| Workflow automation | Included |
| Custom fields & objects | Not stated |
| Public API | Not stated |
| Integration marketplace | Not stated |
| White-label / rebranding | Not stated |
| Mobile app | Not stated |
| Multi-language interface | Not stated |
| Reporting & dashboards | Included |
| Buying it | |
| Published price list | Not offered |
| Free plan | Not offered |
| Free trial | Not stated |
| Self-serve signup | Not offered |
What it does well
- Automation is the product, not an add-on — quote follow-up, cross-sell and renewal campaigns ship as templates.
- Combines CRM and AMS functions, so smaller agencies can avoid running two subscriptions.
- Entry pricing includes three users rather than charging per seat from the first user.
- Built by agency operators, and the workflows show it.
Where it falls short
- No published rate card; the reported figures come from third-party directories, not the vendor.
- Property and casualty focused, so health, ACA and Medicare workflows are a weaker fit.
- Smaller vendor than the established AMS players, with a correspondingly smaller partner ecosystem.
- Evaluation runs through a demo rather than a self-serve trial.
See it in motion
Videos are hosted on YouTube and load only when you click. We link independent walkthroughs where they exist, not only vendor marketing.
Official documentation
Sources
Everything on this page traces back to one of these. Checked 2026-09-04.
Compare the others
AgencyBloc AMS+
Insurance-specific AMS and CRM
AgencyZoom
Insurance sales and retention platform
Applied Epic
Enterprise agency management system
ChronosCodex
Insurance-specific CRM