CRM with built-in automation ('AMP') aimed at independent P&C agencies — quoting follow-up, cross-sell and retention workflows.
Key features: insurance-specific CRM + automation (AMP) · branded client mobile app/portal (GloveBox) · quoting follow-up, cross-sell, retention
Pros: Ready-made automation for independent P&C · Branded client mobile app
Cons: Thinner ecosystem and scalability · May be outgrown by fast-scaling agencies
Pricing: Paid — custom pricing
Best for: Independent P&C agencies
Audience: agency
Editorial verdict
Better Agency (now GloveBox) is an insurance-specific CRM with built-in automation (AMP) and a branded client mobile app — quoting follow-up, cross-sell and retention ready out of the box for independent P&C agencies. The tradeoff is ceiling: purpose-built and convenient for its niche, but thinner in ecosystem and scalability than the AMS incumbents. Best for independent P&C agencies wanting ready-made automation and a client portal. May be outgrown by agencies scaling fast. The out-of-the-box automations target the fundamentals: cross-sell, renewal management, and the retention rate those workflows protect.
