Softwr

Software · head to head

Better Agency vs Policyholders

B

Better Agency

Software

Agency management for digital-first agencies

From
$199/month
Rated
-
Full reviewWebsite
P

Policyholders

Software

Insurance platform for brokers and agents

From
$99/month
Rated
-
Full reviewWebsite

The short version

  • They diverge on capability: Better Agency covers Client portal, Policyholders covers Client management.

Where they differ

Only the attributes on which Better Agency and Policyholders actually diverge.

Attributes where Better Agency and Policyholders differ
AttributeBetter AgencyPolicyholders
Starting price$199/month$99/month
Founded20182010

Identical on both: pricing model (subscription), free tier (No), platforms (Web, Ios, Android), user rating (Not yet rated), category (Unknown).

What each one covers

Drawn from each product's published feature list. An absence here means we hold no record of it - not that the product lacks it.

Only in Better Agency

  • Client portal
  • Workflow automation
  • Reporting
  • Document management
  • API access
  • Integration library
  • Zapier
  • IFTTT

Only in Policyholders

  • Client management
  • Commission tracking
  • Document storage
  • Task management
  • Calendar integration
  • Reporting and analytics
  • IVANS
  • Carrier APIs

Both cover

  • Policy management
  • Mobile app
  • Cloud deployment
  • Web support
  • Ios support

What people use each for

The jobs each tool is most often brought in to do.

Better Agency

  • Automationnot Policyholders
  • Customer engagementnot Policyholders

Policyholders

  • Policy administrationnot Better Agency
  • Client managementnot Better Agency
  • Commission trackingnot Better Agency
  • Agency operationsnot Better Agency

Where each one falls short

Documented limitations, not opinions. Every one is a constraint you would hit in normal use.

Better Agency

  • Better Agency's own vendor domain is betteragency.io, not betteragency.com as listed in the catalogue; betteragency.com is an unrelated web design firm (archived pricing captured at 4 April 2025)
  • Base plan is $149 USD monthly and includes only 3 users; each additional user costs $35 USD per month on top (archived pricing page, 4 April 2025)
  • Paying annually is required to get a 10 percent discount off the monthly rate, with no other discount tier published (archived pricing page, 4 April 2025)

Policyholders

Nothing recorded yet. See the Policyholders review.

Pricing, plan by plan

Better Agency

$199/month
  • Starter$199/month
    • Policy management
    • Client portal
    • Automation

Policyholders

$99/month
  • Starter$99/month
    • Policy management
    • Client tracking
    • Basic reporting
  • Professional$299/month
    • All Starter features
    • Commission tracking
    • Advanced analytics

Which should you pick?

Choose Better Agency if

  • You need client portal.
  • You work on Web, Ios, Android.
  • You also want workflow automation.
Better Agency review

Choose Policyholders if

  • You need client management.
  • You work on Web, Ios, Android.
  • You also want commission tracking.
Policyholders review

Questions people ask

Is Better Agency or Policyholders better?
Neither clearly leads. Better Agency starts at $199/month and Policyholders at $99/month, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, Better Agency or Policyholders?
Better Agency starts at $199/month and Policyholders at $99/month.
Does Better Agency or Policyholders run on more platforms?
Both run on Web, Ios, Android, so platform support will not decide this one for you.
What is Better Agency best used for?
Better Agency is most often used for automation, customer engagement. Of those, automation and customer engagement are not what Policyholders is typically brought in for.
What can Better Agency do that Policyholders cannot?
Better Agency covers Client portal, Workflow automation, Reporting, Document management. Policyholders covers Client management, Commission tracking, Document storage, Task management. Both handle Policy management, Mobile app, Cloud deployment, Web support.
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Related pages

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