Name: Better Agency
Price: 299 USD
Author: Better Agency

Help Desk

Web and Video Conferencing

Customer Support

AI Development

Cross-Browser Testing

Interactive Application Security Testing (IAST)

WebOps

Development

Academic Advising

Online Proctoring Software

Education

Audit

Business Intelligence (BI)

Collaboration

Workflow

Enterprise

Accounting

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

Leave Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Cloud Brokers

Cloud Cost Management

Cloud Storage

Converged Infrastructure

Database Load Balancing

Fraud Detection

Hyper-Converged Infrastructure

IT Operations Analytics

Integration Platform as a Service (iPaaS)

MLOps

Managed DNS

Network Performance Monitoring

Release Management

Requirements Management

Solid State Drives

Time Series Databases

Tower Servers

Unified Endpoint Management (UEM)

Value-Added Resellers (VARs)

VoIP Monitoring

Website Hosting

Wireless LAN

Information Technology

A/B Testing

AI Writing Assistant Software

Ad Serving & Retargeting

Affiliate

All-in-One Marketing

Brand Intelligence

Content Management

Data Management

Email Marketing

Gamification

Marketing Analytics

Marketing Automation

Mobile Advertising

Online Proofing

Press Release Management

Product Intelligence

Social Media Management

Social Media Marketing

Survey & Forms Building

Video Collaboration

Web Analytics

Marketing

AI Meeting Assistants

Project Management

Professional Services

Customer Relationship Management (CRM)

Lead Generation

Sales

Secure Service Edge (SSE)

Security

Financial Services CRM

HIPAA Compliance

Internet of Medical Things

eDiscovery

Vertical-Specific

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### Sales Management
User feedback on Better Agency's sales management capabilities is varied. While some users praise its ability to streamline sales processes and enhance productivity, others express frustration over the lack of customer support and product knowledge. The platform's impact on boosting sales and improving service efficiency is acknowledged, but concerns about unmet promises and technical issues also surface. In essence, opinions on Better Agency's sales management features are mixed, with both positive and negative experiences shared by users.

### Email Marketing
Users expressed significant dissatisfaction with Better Agency's email marketing functionality, highlighting issues such as emails consistently landing in spam folders and a lack of clarity on how the system sends out emails. The inability to effectively utilize email campaigns due to deliverability problems was a major drawback for users, impacting their overall experience with the software.

### Campaign Management
Users consistently highlight Better Agency's campaign management as a standout feature, praising its pre-built campaigns and centralized client communication. The software's service and claims pipeline also receive positive feedback for streamlining processes. Reviewers emphasize the effectiveness of the campaigns in driving sales and cross-selling opportunities, with some noting significant business growth during the trial period. The user-friendly interface and quick results without a steep learning curve are also commended, indicating that Better Agency's campaign management tools are a valuable asset for maximizing revenue and enhancing client engagement.

### Customer Service Excellence
User sentiment regarding Better Agency's customer service excellence abilities is predominantly negative based on the reviews provided. Customers expressed dissatisfaction with the lack of timely and knowledgeable support, citing issues with communication channels such as the chat feature and difficulty in reaching a resolution for their queries. The consensus among users is that Better Agency falls short in delivering effective and efficient customer service, leading to frustration and disappointment in their overall experience with the company.

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.

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.

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.

Basic

Norada Solve360

Copper is a customer relationship management (CRM) built as an integration into Google Apps.

Basic - Paid Annually

Professional - Paid Annually

Business - Paid Annually

Starter - Paid Annually

Copper

Better Agency

Customer Relationship Management applications are used to manage a company’s interactions with customers, clients, and sales prospects. 

It involves using technology to organize, automate, and synchronize sales, marketing, customer service, and technical support.

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

Customer data management / contact management

The software acts as a single source for all customer data and enables users to access that data efficiently.

Workflow management

The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.

Territory management

Users can defines salesperson territories based on customer or market characteristics.

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.

Contract management

Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.

Quote & order management

Users can create, process and fulfill price quotations and sales transactions.

Interaction tracking

Users can log and track all customer interactions through any channel, including social, email, phone and in-person.

Channel / partner relationship management

The software allows for sales, territory, lead, order and account management for partners or OEM relationships.

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

Case management

This includes incident/ticket creation, routing, escalation, and resolution.

Call center management

This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.

Help desk management

This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

Lead management

This includes lead generation, scoring, qualification, routing, and nurturing.

Email marketing

This involves the ability to send mass email to groups of people based on particular qualifications.

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

Task management

This includes the ability to plan, track, collaborate and report on tasks.

Billing and invoicing management

This includes automated invoice creation and billing.

Reporting

Software provides a broad range of standard and the ability to build custom reports.

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

Forecasting

The software helps users accurately forecast sales based on volume and conversion metrics.

Pipeline visualization

Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.

Customizable reports

Users can create reports and dashboards unique to their needs.

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

Custom fields

Users can create custom fields to store additional information on standard and custom objects.

Custom objects

Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.

Scripting environment

Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.

API for custom integration

An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

Role-based user permissions

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

Single sign-on capability

The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

Social data

The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.

Social engagement

The software can facilitate and track engagement with customers via social channels.

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

Marketing automation

The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.

Compensation management

The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.

Platform

Mobile access

Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.

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Better Agency

Overview

What is Better Agency?