Better Agency vs OneShield

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Our analysts compared Better Agency vs OneShield 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.

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OneShield is a comprehensive digital ecosystem for managing the coverage lifecycle. Users and agents can streamline processes, optimize business practices, systemize information and oversee customer activity in one hub.

Give insurers and brokers the flexibility to create workflows and modify specific actions. Users can expedite policy processing, simplify claims management and enhance overall productivity with automation and pre-designed content.
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Product Assistance

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24/7 Live Support
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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.
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  • Enhanced Productivity: Streamline processes and get products to market faster. Save time by automating tasks and promoting efficiency with pre-built workflows.
  • Platform Flexibility: Navigate the system quickly with user-friendly dashboards and create an unlimited number of personalized web portals.
  • Deeper Customer Understanding: Gain access to real-time information and monitor customer activity with comprehendible data.
  • Simplify Managing: Access pre-designed workflows and reports. Create automated processes to fit specific business requirements.
  • Better Client Connection: Strengthen connections with clients and enhance customer engagement by offering more self-service options.
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  • 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.
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  • Reporting: Find important data quickly with user-friendly dashboards. Gain insight into client preferences with real-time information and easy-to-read reports.
  • Policy: Manage the policy lifecycle and find essential data in one location. Organize multiple projects and automate policy tasks with the in-house task manager. Use the policy package designer to provide clients with various coverage options.
  • Billing: Offer flexible billing and payment options to customers and integrate with third-party applications. Track customer transactions and modify systems to meet client needs. Set permissions for personalized customer portals and empower clients with self-service capabilities.
  • Claims: Streamline the claims process by automating workflows and utilizing easily managed forms. Access claim-related data, browse reports and view recent activities from one dashboard. Use rule-based behavioral analytics to receive recommendations and automate future claim actions.
  • Underwriting: Aggregate data and suggest client attributes with the integrated rating system. Automate simple underwriting tasks and refocus underwriter attention where it is needed.
  • Relationship Management: Manage relationships with external contacts by utilizing a custom repository. Store and access third-party data securely.
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Product Ranking

#17

among all
Insurance Software

#30

among all
Insurance Software

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Analyst Rating Summary

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Analyst Ratings for Functional Requirements Customize This Data Customize This Data

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User Sentiment Summary

Great User Sentiment 22 reviews
Good User Sentiment 14 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.

77%
of users recommend this product

OneShield has a 'good' User Satisfaction Rating of 77% when considering 14 user reviews from 3 recognized software review sites.

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2.5 (1)
4.27 (11)
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4.3 (11)
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Awards

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SelectHub research analysts have evaluated OneShield and concluded it earns best-in-class honors for Dashboards and Reporting.

Dashboards and Reporting 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.
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Streamlined Policy Administration: OneShield's policy management tools allow users to efficiently handle the entire policy lifecycle, from quoting and issuance to renewals and endorsements, reducing manual tasks and paperwork.
Improved Claims Processing: The platform's claims management features help insurers process claims faster and more accurately, leading to increased customer satisfaction and reduced costs. Automated workflows and integrated communication tools expedite claims resolution.
Enhanced Customer Experience: OneShield offers self-service portals and mobile apps that empower customers to manage their policies, file claims, and access information easily, improving engagement and satisfaction.
Data-Driven Insights: Robust reporting and analytics capabilities provide insurers with valuable insights into their operations, enabling them to identify trends, make informed decisions, and optimize performance.
Scalability and Flexibility: OneShield's cloud-based architecture allows insurers to scale their operations up or down as needed, adapting to changing business requirements and market demands.
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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.
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Complex Configuration: Users frequently mention the steep learning curve associated with OneShield's configuration tools. The interface can be overwhelming for new users due to its intricate options and settings, often requiring extensive training and support.
Customization Challenges: Adapting OneShield to specific business workflows can be cumbersome. Users report difficulties in customizing forms, reports, and processes to align with their unique requirements, sometimes necessitating complex workarounds or compromises.
Performance Issues: Some users experience slowdowns and performance bottlenecks, particularly when handling large volumes of data or complex transactions. This can impact productivity and user satisfaction, especially during peak periods.
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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.

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OneShield's user reviews over the past year paint a picture of a robust, yet complex, insurance software solution. Users frequently praise its extensive configurability and flexibility, allowing insurers to tailor the system to their specific workflows and needs. This adaptability is particularly beneficial for larger insurance carriers with intricate processes or unique product offerings. However, this strength can also be a double-edged sword, as the initial setup and configuration process can be time-consuming and require significant technical expertise. Some users have expressed frustration with the steep learning curve and the need for ongoing support to fully leverage the system's capabilities. Compared to competitors like Duck Creek and Majesco, OneShield stands out with its comprehensive feature set, encompassing policy administration, billing, claims management, and analytics. This all-in-one approach streamlines operations and reduces the need for multiple, disparate systems. However, some users find the interface to be less intuitive than some competitors, impacting user adoption and efficiency. Despite these challenges, OneShield is often lauded for its robust reporting and analytics capabilities, providing insurers with valuable insights into their business performance and risk exposure. This data-driven approach empowers insurers to make informed decisions and optimize their operations. In conclusion, OneShield is best suited for larger insurance carriers with complex requirements and a dedicated IT team to manage the implementation and ongoing maintenance. Its extensive configurability, comprehensive feature set, and powerful analytics make it a compelling choice for organizations seeking a robust and scalable solution to manage their insurance operations. However, smaller insurers or those with limited technical resources may find the system's complexity and learning curve to be a significant barrier.

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