The Sales AMS & CRM for Independent P&C Insurance Agents:
Using policy downloads to automate the entire insurance customer lifecycle is the key to more sales growth and increased retention and it’s only attainable through Better Agency.
Watch this short demo & schedule your Discovery Call with us today.
What Do I Get With Better Agency?
- IVANS Integration (Downloads)
- "Drag-and-Drop" Sales Pipeline
- 100+ Automation Campaigns
- Built-In SMS/MMS Texting
- In-Depth Agency Reporting
- Agency Goal Tracking
- Producer Goal Tracking
- E&O Compliant Notes
- 1 on 1 Onboarding & Support
- Unlimited Contacts
- Document Storage
- CSR Service Pipeline
- Claims Handeling Automation
- 2 Way Email Sync
- Zapier Integration
- Build In Cross-Selling Campaigns
- Email Broadcasts To Larger Groups
- Referral Partner Center
- Daily Training & Support Sessions
- LightSpeed Voice Integration
- Neoteric Agent Integration
- Tarmika Integration
The Sales AMS & CRM for Independent P&C Insurance Agents:
Using policy downloads to automate the entire insurance customer lifecycle is the key to more sales growth and increased retention and it’s only attainable through Better Agency.
Watch this short demo & schedule your Discovery Call with us today.
FAQs We Tend To Get Asked A Lot
Better Agency believes that “connectivity” is the best way forward for the insurance agents. Our team is always looking for more industry partners to connect with.
Better Agency has direct integrations with:
- IVANS
- Zapier
- EZLynx (Data Sync)
- NowCerts
- Lightspeed Voice
- Neoteric Agent
- Tarmika
- Advisor Evolved
- Coterie Insurance
The answer is “maybe”.
If you only use an AMS for IVANS downloads and you want those downloads to do something, then yes, Better Agency can be a viable replacement for you.
We ask you to sign a one-year commitment.
A 15% surcharge will be applied if you want to pay monthly versus paying in full.
Better Agency is your partner, committed to your success. A signed agreement is a clear indicator that you are interested in having Better Agency partner with you and are as committed to the process as we are.
No. That would be exhausting. We have no interest in that. We sell a CRM and AMS, we do not sell your data.
You own your data.
Better Agency was created by independent agents. Our way of thinking mirrors what IA’s think about and we’re focused on solving the pain-points IAs face.
If you’re a captive agent who thinks like an independent agent, then Better Agency will help you.
Agents who choose Better Agency will do so after having gone through our consultative discovery process.
We do not believe in a transactional “one-call closes” sales process. Rather, our goal is to understand your needs and determine if Better Agency can solve those problems.
Your Account Executive will provide a detailed Business Case/ROI report to determine if Better Agency is the right fit for you.
By knowing that Better Agency is not a good fit for every agency, we’re confident that this process will ensure your success.
Why signing up with Better Agency is a "no-brainer" decision.
It’s all very simple. Better Agency delivers more results. Better Agency will create more sales conversations with prospects and clients and tee you up with lay-down sales opportunities.
You’ll love how easy it is to get started and use. With Better Agency you will close more prospects. The automated, pre-written email and text campaigns have been tested and refined to perfection with over 300,000 insurance leads. These campaigns will follow up with prospects when you can’t do it yourself.
Regardless if they are old leads, new leads, or current clients, Better Agency will make it easier to sell more insurance policies while saving you more time in the process.
We've closed 8 home and auto bundles for $24,000 and 3 commercial auto accounts for $90,000 in premium.
Over 1000 Independent Agents Are Seeing A Positive ROI With Better Agency.
(We're Sure You Will Too!)
- Get instant access when you sign up.
- You'll get 1-on-1 support to help you set up everything and implement immediately
- One system to manage and automate your agency workflows