- Service Name
Better Agency
- Industry
Insurance, Software, CRM, Marketing Automation
- Main Value Proposition
Better Agency offers a comprehensive solution that automates insurance agency workflows, enabling agents to save time and increase sales without the hassle of manual campaign creation.
- Description
Better Agency is an insurance CRM designed specifically for independent insurance agents, providing over 100 automation campaigns to enhance sales and customer retention. It simplifies the management of sales and service workflows, allowing agents to focus on growing their business.
- Key Features
100+ pre-built automation campaigns for sales, service, claims, and renewals; Easy onboarding process with 1-on-1 support; User profile creation and goal setting for team members; Segmentation of contact lists for targeted communications
- Use Cases
Better Agency is most valuable for independent insurance agents looking to streamline their sales processes, improve customer retention, and automate marketing efforts.
- Competitive advantages
Over 100 pre-built campaigns that are battle-tested with 1000+ agencies; Quick onboarding process that takes hours instead of weeks or months; Dedicated Customer Success Team for personalized support and implementation
- Strengths
The platform's strengths lie in its user-friendly interface, extensive automation capabilities, and the ability to significantly reduce the time agents spend on administrative tasks.
- Positioning
Better Agency positions itself as a specialized CRM solution that addresses the unique needs of independent insurance agencies, differentiating itself from generic CRM tools.
- Audience
The primary target users are independent insurance agents and agency owners who want to enhance their sales efficiency and customer service.
- CTA
Schedule Your Discovery Call With Our Team Today.
- Tags
Insurance CRM
Automation
Sales Management
Customer Retention
- Tagline
The Insurance CRM That Helps Sell More Insurance
- Tone of Voice
Professional, supportive, empowering
- Differentiation
Better Agency is uniquely designed for independent insurance agents, providing a tailored solution that integrates sales and service management with proven automation strategies.
- Brand Positioning
Better Agency identifies itself as a high-tech, easy-to-use platform that empowers insurance agents to maximize their sales potential and client relationships.
- Founded
2019-10-15
- Founders
Jordan Hatch
McBilly Sy
Preston Schmidli