What Better Agency does

Better Agency, Inc. (DBA GloveBox) is a Phoenix, Arizona-based software vendor that builds an end-to-end success platform for independent insurance agencies. The company's GloveBox CRM serves as the core product, bundling 100+ pre-built automation campaigns purpose-built for independent insurance workflows across sales, service, claims, and renewals, plus built-in SMS messaging, automatic email syncing to client records, and dedicated pipelines for leads, service requests, and renewals. The product portfolio has expanded to include PolicyAssist (a customer-facing mobile policy app that aggregates insured policies across carriers), Embedded Marketplace (white-label product distribution), White Label (agency-branded deployments), and Neoteric Agent (an insurance proposal tool acquired in April 2022 that extends the platform into commercial lines and proposal workflows).

The platform is SOC2 Type 2 compliant and sold on a quote-based subscription model with no publicly disclosed pricing. Go-to-market is product-led and direct, anchored by 30-minute agency discovery demos, built-in rollout support, and included 1-on-1 training, with mid-funnel conversion supported by named case studies from agencies such as Erb & Young, NCM Insurance, TruSummit Insurance, Reed Insurance, and Laine Insurance. The platform unifies producers, CSRs, and offshore VAs under a single system and exposes a self-service app to insured end-clients, with reported customer outcomes including 3X CSR productivity gains, 30% service cost reductions, and 50-60% end-customer self-service adoption.

Better Agency has raised approximately $10.1M+ across a 2021 SEC-filed seed ($2.14M) and a May 2022 $8M Series A led by Teamworthy Ventures with participation from ManchesterStory Group and Crystal Venture Partners / PHX Ventures. The company is led by CEO Will Shaw, with Jordan Hatch as co-founder and CTO and Nicholas Ayers as CMO. The company is incorporated in Delaware, employs 11-50 people, and operates a single-country (U.S.) geographic footprint.

Name

Better Agency

Legal name

Better Agency, Inc.

Website

https://betteragency.io

Company type

Private

Founded year

2019

Operating status

Operating

Headcount range

11–50 employees

Short description

Better Agency (DBA GloveBox) is a Phoenix-based SaaS platform serving independent insurance agencies with a CRM, 100+ pre-built automation campaigns, and customer-facing policy tools to drive sales, retention, and CSR productivity.

Ownership category

akta.pro rank

Product category

Insurance Agency Management Software

NAICS

Software Publishers (5132), Software Publishers (513210)

SIC

Insurance Agents, Brokers & Service (6411), Services-Prepackaged Software (7372)

akta.pro primary industry

Customer Engagement, CRM & Agent/Broker Enablement Platforms (FSAGAGAD)

Keywords

• Insurance agency software
• Insurance CRM automation
• Policy management platform
• Insurance workflow automation
• Customer self-service portal

Headquarters

HQ city

Mesa

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations

Revenue model

1. Software Subscription: Subscription-based SaaS model for CRM and automation platform targeting independent insurance agencies. Pricing appears to be quote-based with emphasis on ROI through reduced service costs.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Better Agency (operating as GloveBox) sells a vertical SaaS platform for independent insurance agencies that combines an insurance-specific CRM (GloveBox CRM) with 100+ pre-built automation campaigns, dedicated pipelines for leads/service/renewals, built-in SMS and email sync, a customer-facing mobile policy app (PolicyAssist), an embedded marketplace for carriers, and white-labeling. The platform is designed to unify producers, CSRs, and virtual assistant teams, automate sales/service/claims/renewals workflows, and drive customer self-service adoption to reduce service costs and grow agency premium.

Product overview

Better Agency operates as an insurance agency success platform, offering a unified product portfolio centered around GloveBox CRM as the core product. The platform includes GloveBox CRM (the main insurance CRM with 100+ automation campaigns), PolicyAssist (policy-related assistance), Embedded Marketplace (embedded insurance products), and White Label (branding solution). The company also acquired Neoteric Agent, an insurance proposal tool, to expand into commercial coverage and proposal workflows. The ecosystem is designed to help independent insurance agencies automate sales, service, claims, and renewals processes while reducing service costs and improving customer retention.

Differentiator

Problem solved

Functional benefit

Brands

• GloveBox: Insurance CRM platform with 100+ automation campaigns for sales, service, claims, and renewals, designed for independent insurance agents.

Products and services

• GloveBox CRM Vertical SaaS customer relationship management platform for independent insurance agencies, unifying sales producers, CSRs, and VAs on a single system. Includes 100+ pre-built automation campaigns, dedicated pipelines for leads/service/renewals, built-in SMS messaging, automatic email syncing to client records, real-time analytics, and reporting. Target buyer is the independent agency owner; end users are producers, CSRs, and office managers.
• Neoteric Agent Insurance proposal tool acquired by Better Agency to add commercial coverage quoting and proposal workflows, with deeper integration into the GloveBox CRM. Used by independent insurance agents to generate and manage policy proposals across additional lines of coverage.

Quantifiable outcome

• 3X increase in CSR productivity (400-500 to 1,400-1,500 households per CSR)
• +4 more outcomes

Named customers5 records

Segments1 record

Ideal customer profiles1 record

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability1 record

Feature4 records

Partnerships

One partnership is on record.

• Neoteric AgentcoreStrategic or Co-development Partner · 4 April 2022Acquired insurance proposal tool to expand product offerings and improve automation. Incorporates more lines of coverage including commercial, and enhances workflow integration with existing products.

Scale indicators10 records

Recent moves5 records

Expansion highlights5 records

Broad incumbents

• HubSpot: HubSpot is a widely adopted generalist CRM and marketing automation platform used by many small insurance agencies as a CRM substitute. While not insurance-specific, it competes for the same CRM/automation budget within independent agencies.
• Salesforce: Salesforce is the dominant generalist CRM platform frequently adopted by larger or more sophisticated insurance agencies. It competes for the same customer-engagement and pipeline-management spend, particularly with agencies that prefer to customize rather than adopt vertical SaaS.
• Vertafore: Vertafore is a large, established insurance technology provider offering agency management, rating, and CRM platforms to independent agencies. It is a broad incumbent competing for the same buyer with a wider portfolio of products.
• Applied Systems: Applied Systems is the largest insurance agency management platform provider (Applied Epic, TAM, EZLynx parent). It serves a broad range of agencies with deeper feature breadth and scale than GloveBox, making it the dominant incumbent in the same vertical.

Direct peers

• AgencyZoom: AgencyZoom is an insurance CRM and marketing automation platform built for P&C independent agents. It competes head-to-head with GloveBox CRM on sales pipelines, automation campaigns, and cross-sell workflows in the same customer segment.
• Canopy: Canopy provides insurance practice management software with CRM and workflow automation for independent agencies. It targets the same end buyer with comparable sales/service automation and customer-engagement tooling.
• Tarmika: Tarmika is a comparative rating and agency workflow automation platform for independent insurance agents. It overlaps GloveBox on automation-driven sales workflows and serves the same independent-agent channel.
• EZLynx: EZLynx is a leading insurance agency management and rating platform for independent agents, offering CRM, comparative rater, and agency workflow tools. It directly competes with GloveBox CRM in the same independent-agent vertical with overlapping CRM and automation capabilities.
• Nowcerts: Nowcerts offers an agency management system with CRM, automation, and policy management tailored to independent insurance agencies. It overlaps GloveBox on automation-driven service, sales, and renewal workflows for SMB agencies.
• HawkSoft: HawkSoft provides agency management systems specifically designed for independent insurance agencies, including CRM, workflow automation, and customer portal features. It targets the same SMB independent-agency buyer as Better Agency/GloveBox.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/mybetteragency

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Subsidiaries1 record

Funding overview

Funding rounds2 records

Investors4 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A1 record

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Better Agency