Number of Seats/Users: Better Agency offers discounts based on the number of users or seats. A higher volume typically leads to a better discount structure, especially for enterprise-level usage.

Commitment to a Long-Term Contract: Discounts are often provided to companies that commit to using the service for a longer period (e.g., 1-year or 3-year contracts). A longer commitment shows Better Agency that the company is serious and willing to invest in the platform long-term.

No Active Discounts: Companies that are not already receiving other active discounts may have a better chance of qualifying for additional discounts from Better Agency. Better Agency reserves discounts for new customers or those not currently under promotional pricing.

Volume or Usage Commitment: Better Agency offers discounts if you agree to a minimum amount of usage or transaction volume. This could be based on data storage, transactions, or other metrics tied to how much you will use the platform.

Enterprise-Level Negotiation: Companies that qualify as “enterprise” due to their size or complexity (e.g., having large teams, multiple departments, or geographical presence) may be eligible for additional discounts from Better Agency. Such companies are often in a position to negotiate for better pricing.

Early Renewal or Prepayment: Better Agency often offers discounts if you renew early or prepay for the entire contract period. This is a common approach to securing a lower price.

Here at Spendbase our internal data shows that Better Agency is seen as a high-ROI, sales-focused CRM for P&C insurance agencies, but with some concerns around support, contracts, and a few technical gaps.

Overall sentiment
– Most Spendbase clients rate it very highly for:
– Ease of use
– Fast implementation
– Immediate revenue impact (cross-sell, renewals, retention)
– A smaller but important group flags:
– Customer service and trial / billing issues
– Early-stage bugs and missing “full AMS” functions

What Spendbase clients like most
– Productivity & revenue impact
– Strong sales, service, and renewal pipelines
– Done-for-you automation campaigns (follow-ups, cross-sell, renewals)
– Some clients report closing large policies within days due to cross-sell workflows
– Ease of adoption
– “Almost zero learning curve” for teams
– Pre-built campaigns and pipelines ready out of the box
– Communication & organization
– Centralized client communication (email, texting)
– Clear client profiles with policies, vehicles, notes, and documents

Common pain points
– Support & onboarding
– For some, onboarding felt rocky, especially early adopters
– Complaints about limited live/phone access and slow resolution via chat or scheduled Zooms
– Trust & contracts
– A few clients report frustration with free trial cancellation and unexpected charges
– Perception in those cases is “sales-first, not service-first”
– Technical limitations
– Some bugs and feature gaps (e.g., carrier downloads, robust commissions module, 2FA clarity)
– Email deliverability issues (messages landing in spam when not properly configured)

How we at Spendbase advise approaching Better Agency

When clients evaluate Better Agency, we usually recommend they:
– Negotiate clear terms
– Confirm trial rules, cancellation steps, and any setup or early termination fees in writing
– Lock in support expectations
– Ask about SLAs, live support options, and dedicated onboarding help
– Validate must-have features
– Confirm timelines for carrier downloads, commissions tools, and security options like 2FA
– Protect deliverability
– Ensure proper email setup (SPF/DKIM etc.) with their IT or provider before scaling campaigns

Net-net, our internal data shows that when Better Agency is set up correctly and expectations are aligned, agencies tend to see strong revenue and efficiency gains. The main risks are around service experience and early-stage quirks, which can often be managed with a careful contract and implementation plan.