Better Agency Review

Better Agency is an automation-first insurance CRM for independent P&C agents — built around 100-plus prebuilt sales, service, claims and renewal campaigns and dedicated pipelines that keep leads, service requests and renewals from falling through the cracks. Its whole pitch is taking the repetitive follow-up weight off your team, which is exactly the burnout pain agencies describe in a hard market.

The important thing to know before you shortlist it: Better Agency was acquired by GloveBox in December 2024 and rebranded GloveBox CRM. The old betteragency.io domain now redirects to glovebox.io, existing users log in with the same credentials, and the CRM itself is unchanged. This review covers Better Agency as documented, plus what changed under GloveBox — including the fact that public pricing has gone quiet.

What Is Better Agency (Now GloveBox CRM) #

Better Agency is an insurance agency CRM with sales, service and marketing automation, built specifically for independent insurance agents. Pre-acquisition it described itself as a sales-driven insurance platform for P&C agents; under GloveBox it is positioned as "an insurance agency CRM designed specifically for independent insurance agents." The company was founded by Jordan Hatch and led at acquisition by Will Shaw; it is now part of GloveBox, based in Denver, Colorado.

The product's identity is automation. Where a plain CRM gives you a pipeline and leaves the follow-up to you, Better Agency ships a library of more than 100 pre-built campaigns — SMS, email and task sequences — for sales, service, claims and renewals, so the routine touches happen on their own. That is the answer to the "double entry and manual follow-up is killing me" complaint that runs through the independent-agent world.

Features #

Dedicated pipelines for leads, service and renewals #

Better Agency runs separate pipelines for new leads, service requests and renewals — so producers work sales while CSRs work service and nothing gets mixed into one undifferentiated list. Each pipeline has its own stages and its own automation.

100+ prebuilt automation campaigns #

The headline feature is a library of over 100 pre-built automation campaigns spanning sales, service, claims and renewals. These are ready-made SMS, email and task sequences you turn on rather than build from scratch — the fastest path for a small agency to get consistent, automated client communication running.

Built-in SMS and email #

Texting is native: send direct messages or drop SMS into your automations, with email auto-sync alongside. Communication lives inside the CRM rather than in a separate tool.

Renewals, claims and proposals #

Renewal pipelines and campaigns keep the retention motion running; claims tracking and cancellation tracking are documented capabilities. The "CRM + Proposals" plan adds agency-branded video proposals — a differentiated way to present quotes.

Reporting and client self-service #

Real-time tracking and reporting give owners visibility into the pipelines. On the GloveBox side, insureds get a self-service portal and mobile app to view policies and documents, reducing routine service load.

Pricing #

Better Agency published straightforward per-user pricing before the acquisition:

Annual billing took 10% off. Since the GloveBox acquisition, the public GloveBox CRM pages no longer list pricing — the pricing sub-page returns a 404, and GloveBox routes prospects to a discovery call. In practice, current pricing is contact-for-demo; the $149/month for three users figure is Better Agency's last published rate rather than a live GloveBox quote.

Who It's For (and Who It Isn't) #

Better Agency fits a small independent P&C agency that wants automation without building it — a shop that will switch on prebuilt sales, service, claims and renewal campaigns and immediately have consistent client communication running. The three-users-for-$149 structure is friendly to a small team, and the dedicated lead/service/renewal pipelines match how an independent agency actually splits its work.

It is a weaker fit if you need a management system: Better Agency is a CRM, not an AMS, so the system-of-record work — application forms, carrier downloads, the policy record carriers push back into your book — lives elsewhere. It is also thin on documented AMS and rater connections; Zapier is the only integration named in verified sources, so an agency that needs quote and policy data to flow both ways between its rater, its AMS and Better Agency should treat that sync as unproven rather than assumed. And with pricing now behind a discovery call, cost-conscious buyers should expect a sales conversation rather than a published number.

Is It Legit and Worth It? #

Better Agency is a real, funded product with a clear identity — automation for independent P&C agents — and its acquisition by GloveBox in December 2024 signals staying power rather than a shutdown: existing accounts keep working, the CRM is unchanged, and it now sits inside a broader technology suite alongside GloveBox's client-experience app. For an agency whose main pain is inconsistent follow-up, the prebuilt-campaign library is a genuine shortcut.

The honest caveats are transparency and integration breadth. Public pricing disappeared after the acquisition, so you no longer get a straight number without talking to sales. Verified integrations are limited to Zapier in the sources reviewed, so an agency that lives on a specific AMS or rater sync should validate that connection directly rather than assume it. And as with every CRM in this category, it does not replace your management system — it is the automation layer on top of it.

Alternatives #

• AgencyZoom — a Vertafore insurance sales & service CRM with published pricing and deep AMS integrations.
• InsuredMine — an insurance CRM with a co-branded client app and a broad AMS integration list.
• NowCerts — if you need the management system underneath, not just the automation layer.
• HawkSoft — a small-agency AMS if the system of record is the real gap.

See the full insurance CRM category for the complete comparison.

Login & Support #

Existing agencies still log in at my.betteragency.io with their same credentials; the GloveBox agency HQ login is at hq.gloveboxapp.com, and the insured/customer login is at my.gloveboxapp.com. The knowledge base lives at GloveBox University (gbu.gloveboxapp.com), and prospects book a demo through the discovery call at glovebox.io/discovery-call.