TrustRadius Insights
Users have found that Better Agency's features and tools provide significant value in managing their CRM needs and increasing efficiency …
Starting at $299 per month
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What is Better Agency?
Better Agency is a comprehensive insurance agency management software designed to meet the needs of independent insurance agents. This solution combines a CRM, AMS, comparative rater, and proposal tool into one integrated system. It caters to insurance professionals across various industries, including...
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Basic
$299
Cloud
per month
Entry-level set up fee?
- No setup fee
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Product Details
- About
- Tech Details
What is Better Agency?
Better Agency is a comprehensive insurance agency management software designed to meet the needs of independent insurance agents. This solution combines a CRM, AMS, comparative rater, and proposal tool into one integrated system. It caters to insurance professionals across various industries, including independent insurance agents, insurance brokers, insurance agencies, insurance sales professionals, and insurance service representatives. Better Agency is suitable for businesses of all sizes, from small agencies to large organizations.
Key Features
CRM: According to the vendor, Better Agency includes a CRM system that helps independent insurance agents streamline their sales and service processes. It offers 100+ pre-built automation campaigns for sales, service, claims, and renewals. Agents can set up user profiles and goals for each team member and customize user permissions based on job roles. The CRM seamlessly integrates with other tools in the Better Agency system for a more efficient workflow.
AMS: Better Agency provides an Agency Management System (AMS) that receives policy downloads from IVANS and triggers new campaigns automatically. Agents can connect their IVANS Y-account to download data into their Better Agency account. The AMS initiates new workflows and campaigns for each new sale, endorsement, claim, or policy renewal. It also facilitates the migration of files, contacts, and notes into the system for easy access and organization.
Rater: According to the vendor, Better Agency offers a personal lines comparative rater that allows agents to compare rates for auto, home, and renters policies. The rater features an intuitive user interface that simplifies the quoting process. It eliminates duplicate data entry by syncing all agency data together in one platform and sharing it with the CRM, AMS, and Proposals. The rater supports multiple lines of business, including auto, home, dwelling, and umbrella.
Proposals: According to the vendor, Better Agency's Proposals feature enables agents to create custom insurance proposals in under a minute. Agents can apply their agency's branded style to the proposals by adding their headshot, changing colors, and incorporating the agency logo. The proposals can be sent directly to prospects, and agents have the option to include video explanations to educate prospects on coverages and working with the agency. Agents can track when prospects view the proposals, receive notifications for customer actions, and integrate the proposals into their preferred CRM.
Better Agency Features
- Supported: Activity Dashboard
- Supported: Calendar/Reminder System
- Supported: Contact Management
- Supported: Document Storage
- Supported: Email Marketing
- Supported: Interaction Tracking
- Supported: Lead Generation
- Supported: Lead Management
- Supported: Marketing Automation
- Supported: Mobile Access
- Supported: Quotes/Estimates
- Supported: Sales Pipeline Management
- Supported: Segmentation
- Supported: Task Management
- Supported: Workflow Management
- Supported: Claims Management
- Supported: Commission Management
- Supported: Document Management
- Supported: Insurance Rating
- Supported: Insurance Policy Management
- Supported: Property & Casualty
- Supported: Cancellation Tracking
- Supported: Claims Tracking
- Supported: Ratings Engine
- Supported: Reinstatement Tracking
- Supported: Renewal Management
- Supported: Carrier Upload
- Supported: Commercial Lines
- Supported: Comparative Insurance Rating
- Supported: For Casualty Insurance
- Supported: For Personal Insurance
- Supported: Multi-State
- Supported: Multiple Line Rating
- Supported: Reporting/Analytics
- Supported: Alerts/Notifications
- Supported: For Insurance Industry
Better Agency Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Web-Based |
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Community Insights
TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
- Business Problems Solved
- Pros
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Users have found that Better Agency's features and tools provide significant value in managing their CRM needs and increasing efficiency in daily processes for sales and service. The software's customizable automation capabilities have been particularly useful for both beginners and those with some experience, allowing for centralized communication with clients and streamlining workflows. The ability to scale back on the number of systems used has led to increased productivity and overall satisfaction among team members. By consolidating various functions into one platform, agencies are able to save time and effort, ultimately resulting in improved sales and customer service outcomes.
One key use case that users have reported success with is cross-selling and follow-up campaigns. Better Agency's automation capabilities enable agencies to implement targeted campaigns to engage with existing customers and upsell additional products or services. This has resulted in closed deals and increased revenue for many users. Additionally, the software's features have allowed agencies to customize their follow-up processes, ensuring that no lead slips through the cracks and maximizing conversion rates.
Overall, Better Agency addresses the pain points of managing CRM needs, automating workflows, and improving communication with clients. It offers a solution to streamline operations, reduce reliance on multiple systems, and drive revenue growth through effective cross-selling and follow-up campaigns.
Informative Contact Lists and Profiles: Users have found the contact lists and individual profiles in Better Agency to be highly informative, providing all necessary information such as policy numbers, types, and vehicles. This has been mentioned by several reviewers, making it easy to access and analyze client information.
Efficient Pipeline Management: Multiple users have praised the pipeline feature in Better Agency for its ability to organize different stages during a sale, cross-selling to existing customers, handling renewals, and managing customer service. This efficient tracking and management of client interactions have been highlighted by multiple reviewers.
Customizable Email Campaigns: Several reviewers have expressed their satisfaction with the customization options available for email campaigns in Better Agency. They appreciate being able to customize various parameters for prospects and existing customers, including automated sending of birthday cards. This level of customization allows for targeted and personalized communication with clients.
Lack of Customer Service and Product Knowledge: Some users have expressed frustration with the lack of customer service and product knowledge from Better Agency. They have reported instances where staff members were unable to provide adequate assistance or answer their questions about the software's features, particularly in regards to email campaigns and how the system connects to external email services.
Issues with Email Deliverability: Several users have encountered problems with email deliverability when using Better Agency. They have noticed that emails sent through the software often end up in recipients' spam folders, indicating a potential issue with the system's ability to ensure successful delivery of messages.
Difficulties with Cancellation Process: A number of users have faced difficulties during the cancellation process with Better Agency. Despite submitting written cancellation requests, they were charged fees and found it challenging to terminate their subscription without additional complications. This has led some users to question the level of customer service provided by the company.