Description
Better Agency is a leading web-based CRM solution specifically designed for Property & Casualty (P/C) insurance agencies. It streamlines agency operations by centralizing contact management, automating marketing campaigns, and providing robust...
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Use Cases
Key Features
- Activity Dashboard
- Carrier Upload
- Campaign Management
- Cancellation Tracking
- Alerts/Notifications
- Calendar/Reminder System
Made For
Industries
- Insurance
- Financial Services
- Professional Services
Customer Segments
- Small Businesses
- Mid-size Businesses
Supported Platforms
- Web
- Mobile
Pros
- Streamlined lead management and follow-up processes
- Robust automation capabilities for marketing and communication
- Comprehensive contact and interaction tracking for improved client relationships
Cons
- Potential learning curve for users unfamiliar with CRM systems
- Reliance on Zapier for integrations beyond core functionality
LinkedIn
51-200 employees
@betteragency
2K-5K followers
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Current average rating is based on research conducted at Exafol