Better Agency Market Research Report
Company Overview
Name, Mission of the Company
- Name: Better Agency
- Mission: To manage independent insurance agencies more efficiently with an all-in-one system that integrates CRM, AMS, comparative rater, and custom proposals to help agents sell more insurance and manage workflows seamlessly.
Founding Details
- Founded By: No information is available
- Founded In: No information is available
Key People
- Key People: No information is available
Headquarters
- Location: No information is available
Employees
- Number of Employees: No information is available
Revenue
- Revenue: No information is available
Recognition
- What is the Company Known For: Better Agency is known for providing a comprehensive management solution for independent insurance agencies, combining CRM, AMS, comparative rater, and proposal tools to streamline sales, service, claims, and renewals.
Products
Product Portfolio
- CRM:
- Description: Includes 100+ automation campaigns and pipelines for sales, service, and renewals.
- Key Features: Automation campaigns, sales pipeline, email sync, cross-selling campaigns, Google review campaigns, etc.
- AMS:
- Description: Receives policy downloads from IVANS and automatically starts new campaigns.
- Key Features: Data download automation, sales, service, claims, and renewal workflows.
- Rater:
- Description: A personal lines comparative rater that eliminates duplicate double entry and automates customer follow-up.
- Key Features: Rate comparisons for auto, home, and renters policies, integration with CRM and AMS.
- Proposals:
- Description: Creates custom insurance proposals quickly with the ability to send and track customer engagement.
- Key Features: Custom video proposals, proposal templates, client tracking, integration with CRM.
Recent Developments
Recent Developments in the Company
- New Products Launched: No information is available
- New Features Added to Existing Products:
- The AMS now includes integration with IVANS for policy downloads, which automatically triggers new sales, service, claims, and renewal campaigns.
- The rater component now integrates directly with the CRM to pre-fill quotes using existing data.
- The proposals feature allows for custom video proposals to be sent along with pre-designed templates, offering improved customer engagement tracking.
Partnerships
- New Partnerships:
- IVANS Integration: Better Agency integrates with IVANS Y-account for seamless policy downloads and workflow automation.
- Zapier Integration: The proposals feature integrates with Zapier, allowing for effortless synchronization with various CRMs.
Testimonials & Case Studies
- Success Stories:
- Billy Wagner: Generated over $100k in new revenue and gained over 100 new Google reviews using Better Agency.
- David Call: Sold 10 new policies through a cross-sell auto campaign in one month, covering CRM costs for 6-8 months.
- Michael Overstreet: Praises Better Agency's AMS for outperforming competitors like EZLynx.
- Renado Robinson: Closed $24k in home and auto bundles, and $90k in commercial auto in just 3 weeks of using Better Agency.
- Cameron: Wrote $30k in new business and garnered 25 new Google reviews within the first month.
Note: This report has been compiled with available data. Certain key pieces of information were not provided and are marked accordingly.