Was ist Better Agency?

Better Agency ist ein Versicherungs-CRM für Kompositversicherungsagenten. Mit der vom Unternehmen für Kunden durchgeführten Automatisierungskampagne können sie mehr Premium verkaufen und mehr Zeit sparen.

Die Lösung ermöglicht es, bei allen Interessenten nachzufassen, Cross-Selling für das gesamte Buch durchzuführen, Serviceanfragen zu verwalten, bei jeder Verlängerung zu kommunizieren und jedem Anspruchsteller mit einem einzigen Klick zu helfen.

Mit den Vertriebs-, Service- und Verlängerungspipelines können Agenten jeden Kunden überwachen. Die Lösung verfügt über integrierte Textnachrichten, jedes Dokument kann gespeichert und alle Notizen zu Policen können aufgezeichnet werden.

Wer verwendet Better Agency?

Schaden- und Unfallversicherungsagenten

Wo kann Better Agency bereitgestellt werden?

Cloud, SaaS, webbasiert

Über den Anbieter

  • Better Agency
  • 2019 gegründet

Erhältlich in diesen Ländern

Vereinigte Staaten

Sprachen

Englisch

Über den Anbieter

  • Better Agency
  • 2019 gegründet

Erhältlich in diesen Ländern

Vereinigte Staaten

Sprachen

Englisch

Better Agency – Videos und Bilder

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Kosten ähnlicher Produkte wie Better Agency vergleichen

Better Agency

Nicht verfügbar
Kostenlose Version
Gratis Testen
79,00 $/Monat
Kostenlose Version
Gratis Testen
79,00 $/Monat
Kostenlose Version
Gratis Testen
1.500,00 $
Kostenlose Version
Gratis Testen

Better Agency Funktionen

  • Aktivitäts-Dashboard
  • Alarmfunktion / Benachrichtigungen
  • Angebote / Schätzungen
  • Aufgabenmanagement
  • Berichterstattung / Analyse
  • Dokumentenspeicher
  • E-Mail Marketing
  • E-Mail-Management
  • Kalender-/Erinnerungssystem
  • Kampagnenmanagement
  • Kontaktmanagement
  • Leadmanagement
  • Marketing-Automatisierung
  • Mobiler Zugriff
  • Provisionsmanagement
  • Reklamationsabwicklung
  • Sales-Pipeline-Management
  • Segmentierung
  • Verfolgung von Interaktionen
  • Verwaltung von Versicherungspolicen
  • Workflow-Management

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Bewertungen über Better Agency

Durchschnittliche Bewertung

Gesamt
4,6
Benutzerfreundlichkeit
4,5
Kundenservice
4,9
Funktionen
4,4
Preis-Leistungs-Verhältnis
4,8

Nutzerbewertungen nach Unternehmensgröße (Angestellte)

  • <50
  • 51-200
  • 201-1.000
  • >1.001

Bewertungen nach Punktzahl finden

5
90%
1
10%
Nurul Salimah
Nurul Salimah
Oracle Database Administrator in Malaysia
Verifizierter Nutzer auf LinkedIn
Finanzdienstleistungen, 10.000+ Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Better CRM with 'Better Agency'

5,0 vor 3 Monaten

Kommentare: It has all the feature and tools that I need to manage our CRM needs and they do it in smoother way. I really please with the experience.

Vorteile:

This program was simple to implement in our organization and was very user-friendly. The crew had an elementary time adapting to it, and the benefits were seen right away. It has rapidly evolved into one of the most valuable resources available to our organization. From where we were, we can now improve the experience that we provide for our customers by light-years. This is genuinely special software, and the training for the team is practically nonexistent since it is so intuitively designed.

Nachteile:

When they first began providing it, I wasted no time signing up for it. There were just a few instances of growing pains, which is anticipated from a firm that is expanding as rapidly as they are. However, I also view this as a plus because they are fast to respond to feedback and improve the features based on people's actual experiences.

Jeromy
President in USA
Versicherung, 11-50 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

In Betracht gezogene Alternativen:

Game Changer!

5,0 vor 2 Jahren

Kommentare: It has allowed my agency to be more efficient in our daily processes for sales and service, which made it possible to scale back on the number of systems we our using. Our team is much more productive and happier since Better Agency has simplified a lot of workflows.

Vorteile:

Better Agency has allowed my insurance agency to provide a better experience for new and existing clients. This has lead to an increase in new businesses sales and retention, which means more revenue.

Nachteile:

Like any new company there are things that need to be worked through as the user base grows, but they are open to any and all feedback.

Alex
P in USA
Versicherung, 2-10 Mitarbeiter
Verwendete die Software für: Kostenlose Testversion
Herkunft der Bewertung

Company uses deceptive practices with their free trial

1,0 letztes Jahr

Vorteile:

Free Trial cancellation process is a scam. Do not sign up, they will charge you regardless.

Nachteile:

Do not sign up for this companies free trial. They do not simply require a written cancellation request as they state when you sign up. I provided them with a written request and they still proceeded to charge us a $399 fee. I escalated the issue with their customer service department and they simply stated there was nothing they could do. I can only imagine what kind of service clients would receive in the future with a company that is not willing to work with you from the beginning. They stated that they had sent me an email after my initial cancel request with a link to a form that needed to be filled out, the thing is that that email ended up in our SPAM folder and was never seen. They simply did not want to work with us in a fair manner. I would never recommend this company to anyone that is looking for a customer service oriented company. They are only ales and money oriented.

Erik
President in USA
Versicherung, 11-50 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

A must have for the modern insurance agency

5,0 vor 2 Jahren

Kommentare: I recomend this to any agency owner that is serious about taking there agency to the next level. The current features are second to none. Our agency has had a wonderful experience implementing into our processes for both sales and service. It has allowed us to really build out a scaleable process to grow with.

Vorteile:

This product was easy to use and integrate into our agency. The results were immediate, and the team took to it very quickly. It has become one of the most important tools in our agency. We can enrich our client's experience light-years from where we were.

Nachteile:

I jumped on it when they first started offering it. There was minimal growing pains, but that would be expected from a company growing as they are. But I also see it as a positive as they are quick to respond and enhance the features based of real user experiences.

Daniel
Managing Partner in USA
Versicherung, 2-10 Mitarbeiter
Verwendete die Software für: Kostenlose Testversion
Herkunft der Bewertung

If you aren’t on Better Agency you have left $1000s on the table

5,0 vor 2 Jahren

Kommentare: I am on Day 6 of my free trial period with Better Agency. We have closed a 70k commercial risk and a 12000 life policy on top of numerous personal lines policies due to its cross sell campaigns. You can do the quick math to tell yourself if that was worth the monthly subscription but for me if you aren’t using this for cross sells and follow ups your team is leaving thousands on the table and it’s proven because I left thousands on the table too. This is truly impressive software and there is almost 0 learning curve for the team because it’s so user friendly

Vorteile:

Ease of use Quickly implemented Open API for future integrations Customer support team is on top of everything The best thing since sliced bread

Nachteile:

Some of the functionality has bugs from time to time Love to have it download carrier downloads to be more of a complete AMS