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.
Ortto
Ortto is a unified customer journey platform that combines marketing automation, customer data, and advanced analytics to help you attract, engage, and retain customers through personalized multi-channel experiences.
Quick Comparison
| Feature | Better Agency | Ortto |
|---|---|---|
| Website | betteragency.io | ortto.com |
| Pricing Model | Subscription | Subscription |
| Starting Price | $269/month | $599/month |
| FREE Trial | ✘ No free trial | ✓ 14 days 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 | 2015 |
| Headquarters | Mesa, USA | Sydney, Australia |
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.
Ortto
Ortto is a unified platform that brings your customer data, marketing automation, and analytics together in one place. Instead of jumping between disconnected tools, you can see exactly how your customers interact with your brand across every touchpoint. You can build complex automated journeys that trigger based on real-time behaviors, ensuring you always send the right message at the perfect moment.
The platform helps you break down data silos by connecting your existing tech stack—like your billing system, support desk, and website—into a single customer view. Whether you are a growing startup or an established enterprise, you can use these insights to personalize emails, SMS, and in-app messages. It simplifies the process of turning raw data into actionable marketing campaigns that drive measurable growth for your business.
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.
Ortto Features
- Visual Journey Builder. Create sophisticated automated workflows with a drag-and-drop canvas to guide customers through personalized brand experiences.
- Unified Customer Profiles. See a complete timeline of every interaction a customer has with your business across all integrated platforms.
- Multi-channel Messaging. Reach your audience wherever they are by sending coordinated messages via email, SMS, and in-app notifications.
- Real-time Analytics. Track your campaign performance and ROI instantly with customizable dashboards that show exactly what drives conversions.
- Advanced Segmentation. Group your audience based on their behavior, traits, or purchase history to deliver highly relevant content.
- AI Content Generation. Speed up your campaign creation by using built-in AI tools to write high-performing email subject lines.
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
Ortto Pricing
- Up to 10,000 contacts
- Unlimited users
- Email & SMS marketing
- Visual journey builder
- Custom dashboards
- Standard integrations
- Everything in Professional, plus:
- Up to 20,000 contacts
- Advanced security features
- Priority support access
- Custom activity tracking
- Advanced data retention
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
Ortto
Pros
- Powerful data integration from multiple sources
- Highly intuitive visual journey mapping interface
- Excellent real-time reporting and attribution tools
- Consolidates multiple marketing tools into one
Cons
- Higher starting price point than competitors
- Learning curve for complex data mapping
- SMS credits require additional separate spend