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
- Deep integration of sales/marketing automation with the AMS.
- Pre-built campaign library for common insurance scenarios (e.g., renewals, cross-selling).
- Modern, user-friendly interface.
Unique Value: Uniquely combines a full-featured AMS with a powerful, easy-to-use marketing and sales automation platform, providing agencies with the tools to not just manage, but actively grow their business.
🎯 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 robust and seamlessly integrated marketing automation tools than traditional AMS platforms, and more insurance-specific features than a generic CRM like Salesforce.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Phone Support
💰 Pricing
🔄 Similar Tools in Insurance Commission Tracking
Core Commissions
AI-powered commission automation platform for managing complex commission and incentive plans....
Spiff
A sales commission platform that automates calculations and motivates sales teams with real-time vis...
Commission Tracker
Specialized software for insurance agents and agencies to centralize data and generate producer stat...
AgencyBloc
An agency management system (AMS) for life, health, and senior benefits agencies with integrated com...
NowCerts
A cloud-based agency management system (AMS) with features for commission tracking, ACORD forms, and...
CaptivateIQ
A flexible commission management platform for automating complex sales compensation plans....