Insurance · head to head
Policyholders vs Better Agency
P
Policyholders
Insurance
Insurance platform for brokers and agents
- From
- $99/month
- Rated
- -
B
Better Agency
Insurance
Agency management for digital-first agencies
- From
- $199/month
- Rated
- -
The short version
- They diverge on capability: Policyholders covers Client management, Better Agency covers Client portal.
Where they differ
Only the attributes on which Policyholders and Better Agency actually diverge.
| Attribute | Policyholders | Better Agency |
|---|---|---|
| Starting price | $99/month | $199/month |
| Founded | 2010 | 2018 |
Identical on both: pricing model (subscription), free tier (No), platforms (Web, Ios, Android), user rating (Not yet rated), category (Insurance).
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 Policyholders
- Client management
- Commission tracking
- Document storage
- Task management
- Calendar integration
- Reporting and analytics
- IVANS
- Carrier APIs
Only in Better Agency
- Client portal
- Workflow automation
- Reporting
- Document management
- API access
- Integration library
- Zapier
- IFTTT
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.
Policyholders
- Policy administrationnot Better Agency
- Client managementnot Better Agency
- Commission trackingnot Better Agency
- Agency operationsnot Better Agency
Better Agency
- Automationnot Policyholders
- Customer engagementnot Policyholders
Where each one falls short
Documented limitations, not opinions. Every one is a constraint you would hit in normal use.
Policyholders
Nothing recorded yet. See the Policyholders review.
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)
Pricing, plan by plan
Policyholders
$99/month- Starter$99/month
- Policy management
- Client tracking
- Basic reporting
- Professional$299/month
- All Starter features
- Commission tracking
- Advanced analytics
Better Agency
$199/month- Starter$199/month
- Policy management
- Client portal
- Automation
Which should you pick?
Choose Policyholders if
- You need client management.
- You work on Web, Ios, Android.
- You also want commission tracking.
Choose Better Agency if
- You need client portal.
- You work on Web, Ios, Android.
- You also want workflow automation.
Questions people ask
- Is Policyholders or Better Agency better?
- Neither clearly leads. Policyholders starts at $99/month and Better Agency at $199/month, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
- Which is cheaper, Policyholders or Better Agency?
- Policyholders starts at $99/month and Better Agency at $199/month.
- Does Policyholders or Better Agency run on more platforms?
- Both run on Web, Ios, Android, so platform support will not decide this one for you.
- What is Policyholders best used for?
- Policyholders is most often used for policy administration, client management, commission tracking, agency operations. Of those, policy administration and client management are not what Better Agency is typically brought in for.
- What can Policyholders do that Better Agency cannot?
- Policyholders covers Client management, Commission tracking, Document storage, Task management. Better Agency covers Client portal, Workflow automation, Reporting, Document management. Both handle Policy management, Mobile app, Cloud deployment, Web support.