BA

Better Agency

www.betteragency.io link_icon

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.