# BETTER AGENCY

> All\-in\-one CRM and agency management platform for independent P&C insurance agencies, now operating as GloveBoxCRM under GloveBox\.

## At a glance

| Field | Value |
| --- | --- |
| Category | Distribution & Sales |
| Type | Solutions Provider |
| Region | NA |
| Headquarters | Phoenix, Arizona, USA |
| Founded | 2019 |
| Stage | Growth |
| Employees | 11-50 |
| Funding | Acquired (previously Series A -- USD 10.1M total) |

## Overview

Better Agency was founded in 2019 by Will Shaw, Jordan Hatch, and Nicholas Ayers to build a purpose-built CRM and agency management platform for independent P&C insurance agencies. Unlike generic CRM tools, Better Agency was designed from the ground up for the workflows of independent insurance agents -- handling the full customer lifecycle from prospecting and sales through service, renewals, and claims.

The company grew rapidly, achieving over USD 1M in new revenue in its first operating year (2020), and went on to raise USD 10.1M across two rounds: a USD 2.1M seed round in July 2021 led by PHX Venture Partners, followed by a USD 8M Series A in May 2022 led by Teamworthy Ventures. In April 2022, Better Agency further expanded its capabilities by acquiring Neoteric Agent, an insurance proposal software company.

In December 2024, GloveBox -- a Denver-based independent agency client servicing platform -- acquired Better Agency. The product was rebranded as GloveBoxCRM and integrated into GloveBox's broader platform suite. The CRM functionality, automation campaigns, and user credentials remain intact under the GloveBox umbrella, with GloveBoxCRM now serving as the sales and relationship management layer within GloveBox's end-to-end agency platform.

## Products & services

### GloveBoxCRM \(formerly Better Agency\)

An all-in-one sales-driven CRM and agency management system for independent P&C insurance agencies. Provides a unified platform for managing leads, clients, policies, service requests, and renewals.

**Key features:**

- 100\+ pre\-built automation campaigns for sales, service, claims, and renewals
- Dedicated pipelines for new business, cross\-sell, and renewal management
- Built\-in SMS messaging with clients
- Email auto\-sync attaching inbound/outbound emails to client records
- Client self\-service portal for policy access and service requests
- PolicyAssist native service forms for CSR workflows
- Real\-time analytics dashboard for service transaction tracking

*Target users:* Independent P&C insurance agency owners, producers, and customer service representatives \(CSRs\)

### Embedded Marketplace

Enables agencies to offer clients the ability to quote additional lines of business directly within the agency portal, creating embedded cross-sell opportunities.

*Target users:* Independent agencies looking to expand policy lines per household

### White Label

Custom agency branding for the client-facing portal and communications.

*Target users:* Agencies with established brand identity

## Category & focus

- Subcategories: Agency CRM, Agency Management System \(AMS\), Marketing Automation
- Insurance verticals: P&C Personal, P&C Commercial
- Target customers: Agents/Agencies

## Notable customers

- Erb & Young \(tripled households per CSR from 400\-500 to 1,400\-1,500\)
- NCM Insurance \(30% service cost reduction managing 10,000\+ customers\)
- TruSummit Insurance \(USD 25M agency managed with 4 CSRs\)
- Gibraltar Group
- Keystone Insurance
- Accel Group

## Links

- Website: <https://glovebox.io/gloveboxcrm/>
- Directory profile: <https://insurtechlist.com/companies/better-agency/>
- Login: <https://my.betteragency.io/>
- Glovebox main: <https://glovebox.io/>
- Acquisition webinar: <https://glovebox.io/better-agency-acquisition-webinar-replay/>

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*Last updated: 2026\-04\-09*