Better Agency vs Insly

Last Updated:

Our analysts compared Better Agency vs Insly based on data from our 400+ point analysis of Insurance Software, user reviews and our own crowdsourced data from our free software selection platform.

Better Agency Software Tool

Product Basics

Better Agency offers a comprehensive software solution designed to streamline insurance management tasks, making it particularly well-suited for independent insurance agencies. The platform excels in automating workflows, managing client relationships, and tracking policy renewals, which significantly enhances operational efficiency. Users appreciate its intuitive interface and robust CRM capabilities, which facilitate seamless communication and follow-ups with clients.

One of the standout features is its ability to integrate with various insurance carriers, providing real-time updates and simplifying policy management. The software also includes tools for marketing automation, allowing agencies to run targeted campaigns effortlessly. Pricing typically falls within a mid-range bracket, often structured on a per-user, per-month basis, making it accessible for small to medium-sized agencies.

Compared to similar products, Better Agency is praised for its user-friendly design and comprehensive feature set, which many users find superior in terms of ease of use and functionality. The platform's ability to centralize multiple aspects of insurance management into one cohesive system is a significant benefit, reducing the need for multiple disparate tools.

read more...
Insly is a cloud-based service that provides agencies with a comprehensive dashboard to create products and oversee customer activity. It offers digital building tools, sales tracking, engagement reporting and seamless integrations.

Users can simplify solution development with intuitive coding and API-friendly architecture. Optimize business practices and automate management workflows for improved productivity. Expedite policy processing, track asset reports and securely manage documents.
read more...
$299 Monthly
Free Trial is unavailable →
Get a free price quote
Tailored to your specific needs
$49/User, Monthly
Get a free price quote
Tailored to your specific needs
Small 
i
Medium 
i
Large 
i
Small 
i
Medium 
i
Large 
i
Windows
Mac
Linux
Android
Chromebook
Windows
Mac
Linux
Android
Chromebook
Cloud
On-Premise
Mobile
Cloud
On-Premise
Mobile

Product Assistance

Documentation
In Person
Live Online
Videos
Webinars
Documentation
In Person
Live Online
Videos
Webinars
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support

Product Insights

  • Increased Efficiency: Automate routine tasks such as policy renewals and claims processing, freeing up time for more strategic activities.
  • Enhanced Customer Experience: Provide personalized service with automated follow-ups and reminders, ensuring clients feel valued and informed.
  • Improved Accuracy: Reduce human error by automating data entry and policy management, ensuring information is always up-to-date and correct.
  • Streamlined Communication: Centralize client communications in one platform, making it easier to track interactions and respond promptly.
  • Data-Driven Insights: Utilize built-in analytics to gain insights into client behavior and policy performance, helping to make informed business decisions.
  • Regulatory Compliance: Ensure adherence to industry regulations with automated compliance checks and documentation management.
  • Scalability: Easily scale operations as your business grows without the need for significant additional resources or manual processes.
  • Cost Savings: Reduce operational costs by minimizing manual labor and improving process efficiencies, leading to better profit margins.
  • Enhanced Collaboration: Foster better teamwork with shared access to client information and task management features, ensuring everyone is on the same page.
  • Client Retention: Increase client loyalty with timely and relevant communications, reducing churn and enhancing long-term relationships.
read more...
  • Streamlined Operations: Insly automates routine tasks such as policy renewals and claims processing, reducing administrative workload and allowing staff to focus on higher-value activities.
  • Enhanced Customer Experience: With Insly, clients can access their policy information, submit claims, and receive updates through a user-friendly portal, improving overall satisfaction and engagement.
  • Improved Accuracy: The software minimizes human error by automating data entry and calculations, ensuring that policy details and financial records are consistently accurate.
  • Real-Time Reporting: Insly provides up-to-date analytics and reports, enabling businesses to make informed decisions quickly and respond to market changes effectively.
  • Cost Efficiency: By reducing the need for manual processes and paperwork, Insly helps lower operational costs and increases profitability for insurance companies.
  • Regulatory Compliance: Insly ensures that all processes adhere to industry regulations and standards, reducing the risk of non-compliance and potential fines.
  • Scalability: The platform can easily scale to accommodate growing business needs, whether it’s adding new users, expanding to new markets, or integrating additional functionalities.
  • Data Security: Insly employs robust security measures to protect sensitive client information, ensuring data integrity and confidentiality.
  • Customizable Solutions: The software can be tailored to meet the specific needs of different insurance providers, offering flexibility in terms of features and workflows.
  • Seamless Integration: Insly integrates with various third-party systems such as CRM and accounting software, creating a cohesive ecosystem that enhances overall efficiency.
  • Enhanced Collaboration: The platform facilitates better communication and collaboration among team members, leading to more coordinated and effective operations.
  • Time Savings: By automating repetitive tasks, Insly frees up valuable time for employees, allowing them to focus on strategic initiatives and client relationships.
  • Client Retention: The improved service and efficiency provided by Insly contribute to higher client retention rates, fostering long-term business growth.
  • Business Intelligence: Insly’s advanced analytics tools provide insights into business performance, helping companies identify trends, opportunities, and areas for improvement.
  • Flexibility in Policy Management: The software allows for easy adjustments to policy terms and conditions, making it simpler to meet client needs and market demands.
read more...
  • Automated Workflows: Streamline your agency's operations with customizable workflows that automate routine tasks, such as follow-ups and policy renewals.
  • Integrated CRM: Manage client relationships effectively with a built-in CRM that tracks interactions, stores client information, and provides insights for better service.
  • Policy Management: Easily handle policy details, endorsements, and renewals with a centralized system that keeps all information accessible and up-to-date.
  • Sales Pipeline: Monitor and manage your sales process with a visual pipeline that helps you track leads, opportunities, and conversions.
  • Email Marketing: Create and send targeted email campaigns directly from the platform, leveraging client data to personalize communications.
  • Reporting and Analytics: Gain actionable insights with comprehensive reports and analytics that cover sales performance, client retention, and more.
  • Task Management: Assign and track tasks within your team to ensure accountability and timely completion of important activities.
  • Client Portal: Provide clients with a secure portal where they can access their policy information, request changes, and communicate with your agency.
  • Document Storage: Store and organize important documents in a centralized location, making it easy to retrieve and share files when needed.
  • Quoting Tools: Generate accurate quotes quickly with integrated tools that pull data from multiple carriers and present options to clients.
  • Commission Tracking: Keep track of commissions earned by agents, ensuring transparency and accuracy in compensation.
  • Mobile Access: Access the platform from any device with a mobile-friendly interface, allowing you to manage your agency on the go.
  • Integration with Carriers: Seamlessly connect with insurance carriers to streamline policy management and reduce manual data entry.
  • Client Communication: Utilize built-in communication tools to send texts, emails, and make calls directly from the platform, ensuring consistent client engagement.
  • Lead Management: Capture and nurture leads with tools designed to help you convert prospects into clients efficiently.
read more...
  • Product Oversight: Manage product lifecycles and move products through development and testing to market implementation. Aggregate data sources, quotes, reports and transactions in one hub.
  • Underwriting: Access the most important client data. Apply templates for automation of simpler tasks, allowing increased focus on more difficult tasks.
  • Policy Management: Enable mid-term policy changes for brokers and customers. Browse activities from the policy screen and navigate workflows and requirements to complete policy actions.
  • Finance Tracking: Assimilate multiple data sources into a simple summary view. Track reports and invoices and review case synopses.
  • Claims Management: Streamline claims quickly with automated systems and manageable forms. Access dynamic reports, group claims and policies together. Create task reminders for handling claim activity.
  • Integrations: Compile data using third-party integrations and connect with external applications to extend platform abilities. Use CRM integrations to quickly access databases and organize information. Integrate with OneDrive for transparent management of documents.
  • Document Control: Systemize customer information, archive data and find specific files. Group all policy documents into a central repository for each client.
  • Data Management: Enhance visibility of client and company information across numerous channels. Access and edit libraries, forms and workflows.
read more...

Product Ranking

#17

among all
Insurance Software

#51

among all
Insurance Software

Find out who the leaders are

Analyst Rating Summary

we're gathering data
68
we're gathering data
72
we're gathering data
56
we're gathering data
85
Show More Show More

Analyst Ratings for Functional Requirements Customize This Data Customize This Data

Better Agency
Insly
+ Add Product + Add Product
Billing Management Claims Management Commissions Tracking Dashboards And Reporting Platform Capabilities Policy Management Quote Management Underwriting And Rating Management 72 56 85 83 82 90 77 84 0 25 50 75 100
we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A
73%
0%
27%
we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A
61%
0%
39%
we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A
100%
0%
0%
we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A
83%
0%
17%
we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A
85%
0%
15%
we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A
100%
0%
0%
we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A
80%
0%
20%
we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A
86%
0%
14%

Analyst Ratings for Technical Requirements Customize This Data Customize This Data

we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A
25%
0%
75%

User Sentiment Summary

Great User Sentiment 22 reviews
Excellent User Sentiment 35 reviews
86%
of users recommend this product

Better Agency has a 'great' User Satisfaction Rating of 86% when considering 22 user reviews from 2 recognized software review sites.

98%
of users recommend this product

Insly has a 'excellent' User Satisfaction Rating of 98% when considering 35 user reviews from 3 recognized software review sites.

n/a
4.5 (1)
4.27 (11)
4.9 (17)
4.3 (11)
4.9 (17)

Awards

we're gathering data

Insly stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

User Favorite Award

Synopsis of User Ratings and Reviews

Easy-to-Use Interface: Many users praise Better Agency's intuitive platform, finding it simple to navigate and manage their insurance policies. They appreciate the clear layout and straightforward design, making it easy to find the information they need quickly.
Excellent Customer Support: Users consistently highlight the responsiveness and helpfulness of Better Agency's customer support team. They appreciate the prompt assistance they receive when they have questions or need help with their policies.
Competitive Pricing: Users often mention that Better Agency offers competitive rates compared to other insurance providers. They find the value for money to be excellent, especially when considering the features and services included.
Comprehensive Coverage Options: Better Agency provides a wide range of insurance options to suit various needs. Users appreciate the ability to find the right coverage for their specific circumstances, whether it's for their home, car, or business.
Show more
Streamlined Policy Management: Users praise Insly for simplifying policy administration, allowing them to effortlessly create, store, and manage policies in one central location.
Effortless Quote and Proposal Generation: Insly enables users to generate professional quotes and proposals quickly, enhancing efficiency and customer experience.
Intuitive Claims Handling: The platform streamlines claims processing, allowing users to efficiently manage claims from initial report to settlement.
Show more
Limited Customization: Some users have reported that Better Agency's platform lacks the flexibility to tailor policies to specific needs, which can be frustrating for businesses with unique insurance requirements.
Customer Support Issues: Several users have expressed dissatisfaction with the responsiveness and helpfulness of Better Agency's customer support team, particularly when dealing with complex insurance inquiries or technical problems.
Integration Challenges: Integrating Better Agency with existing business systems can be a challenge for some users, leading to data inconsistencies and workflow disruptions.
Lack of Transparency: Some users have found it difficult to understand the pricing structure and policy details, leading to confusion and potential overspending.
Show more
Limited Customization: Some users have expressed frustration with the platform's limited ability to customize workflows and processes to align with their specific business needs.
Reporting Functionality: A few users have mentioned that the reporting features could be more robust and offer greater flexibility in terms of data extraction and analysis.
Learning Curve: While generally considered user-friendly, some users have noted that there's a bit of a learning curve to fully grasp all of Insly's features and functionalities, particularly for those new to insurance software.
Show more

User reviews of Better Agency over the past year present a mixed bag. While Better Agency is praised for its user-friendly interface and straightforward setup process, which allows agencies to get up and running quickly, users have expressed concerns about limitations in the software's functionality. For example, some users have reported difficulties with integrating Better Agency with certain third-party applications, which can be a significant drawback for agencies that rely on multiple software solutions. Additionally, while Better Agency offers basic reporting features, some users have noted that these features are not as robust as those offered by competitors, making it challenging to gain in-depth insights into agency performance. Overall, Better Agency may be best suited for smaller agencies or those new to agency management software who prioritize ease of use and a quick setup. However, larger agencies or those with more complex needs may find that Better Agency lacks the comprehensive functionality and advanced features necessary to effectively manage their operations.

Show more

Is Insly insanely great? Insly users have praised the software for its user-friendly interface, making it a breeze to navigate even for those who aren't tech-savvy. They also appreciate the comprehensive suite of features, covering everything from policy issuance to billing and administration, eliminating the need for multiple software solutions. Affordability is another major plus, making it accessible to businesses of all sizes. However, some users have expressed concerns about the lack of robust customer support, leaving them feeling stranded when issues arise. Occasional bugs have also been reported, which can disrupt workflow and cause frustration. Despite these drawbacks, users generally find Insly to be a solid choice, particularly for smaller businesses that don't require extensive customer support. Its ease of use, comprehensive features, and affordability make it a strong contender in the market, especially when compared to more complex and expensive alternatives like Salesforce. However, businesses that prioritize reliable customer support and a bug-free experience might want to explore other options.

Show more

Screenshots

we're gathering data

Top Alternatives in Insurance Software


Applied Epic

BriteCore

DRC RS X

Duck Creek

EIS

FINEOS

Guidewire

Insly

Jenesis

Majesco

OneShield

Oracle Financial Services For Insurance

Sapiens

Socotra

Wynsure

Related Categories

WE DISTILL IT INTO REAL REQUIREMENTS, COMPARISON REPORTS, PRICE GUIDES and more...

Compare products
Comparison Report
Just drag this link to the bookmark bar.
?
Table settings