Better Agency
Better Agency is an all-in-one insurance management platform that combines CRM, lead management, and automated marketing to help independent agents close more policies and retain clients efficiently.
OneShield
OneShield provides core policy, billing, and claims management software designed to help property and casualty insurance carriers and MGAs automate complex manual workflows and launch new products faster.
Quick Comparison
| Feature | Better Agency | OneShield |
|---|---|---|
| Website | betteragency.io | oneshield.com |
| Pricing Model | Subscription | Custom |
| Starting Price | $269/month | Custom Pricing |
| FREE Trial | ✘ No free trial | ✘ No free trial |
| Free Plan | ✘ No free plan | ✘ No free plan |
| Product Demo | ✓ Request demo here | ✓ Request demo here |
| Deployment | ||
| Integrations | ||
| Target Users | ||
| Target Industries | ||
| Customer Count | 0 | 0 |
| Founded Year | 2019 | 1999 |
| Headquarters | Mesa, USA | Marlborough, USA |
Overview
Better Agency
Better Agency is a dedicated platform built specifically for independent insurance agents who want to grow their book of business without getting bogged down in manual tasks. You can manage your entire sales pipeline, automate follow-ups, and handle renewals from a single interface. It eliminates the need for multiple disconnected tools by bridging the gap between a traditional agency management system and a modern sales CRM.
You can automate your cross-selling opportunities and claims processes to ensure no client falls through the cracks. The platform helps you stay organized with task management and integrated communication tools like email and text messaging. Whether you are a solo agent or running a large team, you can use these automated workflows to increase your premium volume and improve your overall retention rates.
OneShield
OneShield offers a comprehensive cloud-based platform to manage the entire lifecycle of insurance policies. You can handle everything from initial submission and underwriting to policy issuance, billing, and claims processing within a single unified environment. The platform is specifically built for property and casualty (P&C) insurers, managing general agents (MGAs), and digital startups who need to replace legacy systems with more agile, automated technology.
You can configure the software to match your specific business rules and workflows without needing extensive custom coding. This flexibility allows you to launch new insurance products in weeks rather than months. By centralizing your data and automating routine tasks, you reduce operational overhead and provide a faster, more responsive experience for your policyholders and agents.
Overview
Better Agency Features
- Automated Sales Pipeline Track every prospect visually and trigger automated follow-up sequences to ensure you never miss a closing opportunity.
- Renewal Manager Start your renewal conversations automatically months in advance so you can protect your commission and increase retention.
- Cross-Sell Engine Identify gaps in coverage automatically and send targeted messages to existing clients to increase your policies per household.
- Integrated Communication Send text messages and emails directly from the platform to keep all client conversations in one searchable history.
- Claims Automation Provide a superior client experience by automating status updates during the claims process to keep your customers informed.
- Lead Vendor Integration Connect your favorite lead providers to have new prospects flow directly into your automated sales funnels instantly.
OneShield Features
- Policy Administration. Manage the full policy lifecycle from quoting and binding to renewals and endorsements in one central location.
- Claims Management. Streamline your claims workflow with automated assignments, reserve tracking, and integrated document management for faster settlements.
- Billing and Receivables. Automate your invoicing and payment processing with flexible billing plans and real-time reconciliation for all policy types.
- No-Code Configuration. Modify your business rules, workflows, and user interfaces using visual tools instead of waiting for expensive custom programming.
- Agent & Client Portals. Provide your agents and policyholders with self-service tools to view documents, make payments, and report claims 24/7.
- Reporting and Analytics. Access real-time data insights and pre-built insurance reports to monitor your loss ratios and operational performance.
Pricing Comparison
Better Agency Pricing
- Unlimited users
- Sales pipeline management
- Automated email and SMS
- Lead vendor integrations
- Cross-sell automation
- Task management
- Everything in Sales CRM, plus:
- Full AMS capabilities
- Policy downloads (IVANS)
- Commercial lines support
- Renewal management
- Commission tracking
OneShield Pricing
Pros & Cons
Better Agency
Pros
- Automation significantly reduces manual follow-up time
- Purpose-built specifically for insurance industry workflows
- Clean and modern interface compared to legacy systems
- Excellent customer support and onboarding assistance
- Effective at increasing cross-sell opportunities automatically
Cons
- Higher starting price point than generic CRMs
- Initial automation setup requires time and effort
- Mobile app functionality is more limited than desktop
OneShield
Pros
- Highly flexible configuration options for complex insurance products
- Comprehensive end-to-end functionality covers the entire policy lifecycle
- Strong track record with property and casualty carriers
- Cloud-based delivery reduces the need for internal IT maintenance
- Scalable architecture supports rapid growth for MGAs and startups
Cons
- Implementation process requires significant time and resource commitment
- Learning curve for administrators mastering the configuration tools
- Pricing is typically geared toward mid-market and enterprise budgets