Description de Better Agency

Better Agency est un CRM (Customer Relationship Management) d'assurance de qualité pour les agents d'assurance générale. Vous vendrez plus de forfaits premium et gagnerez du temps grâce à des campagnes d'automatisation prêtes à l'emploi.

Vous pouvez assurer le suivi de chaque prospect, réaliser des ventes croisées pour l'ensemble de votre portefeuille, gérer les demandes de service, communiquer lors de chaque renouvellement et aider les dépositaires de réclamations en un clic.

Les pipelines de ventes, de service et de renouvellement permettent aux agents de surveiller chaque client. La solution dispose d'un service d'envoi de SMS intégré, tout en vous permettant de stocker tout document ou dossier de notes de polices.

Qui utilise Better Agency ?

Agents d'assurance générale

Où peut-on déployer Better Agency ?

Basé sur le cloud
Sur site

À propos de l'éditeur

  • Better Agency
  • Fondé en 2019

Assistance Better Agency

Pays disponibles

États-Unis

Langues

anglais

À propos de l'éditeur

  • Better Agency
  • Fondé en 2019

Assistance Better Agency

Pays disponibles

États-Unis

Langues

anglais

Better Agency en vidéos et en images

En voir 1 de plus

Comparez le prix du logiciel Better Agency avec ses alternatives

Better Agency

Better Agency

Tarif non fourni par l'éditeur
Version gratuite
Essai gratuit
79,00 $US/mois
Version gratuite
Essai gratuit
79,00 $US/mois
Version gratuite
Essai gratuit
1 500,00 $US
Version gratuite
Essai gratuit

Fonctionnalités - Better Agency

  • Accès mobile
  • Alertes/Notifications
  • Automatisation du marketing
  • Devis
  • Gestion des campagnes
  • Gestion des commissions
  • Gestion des contacts
  • Gestion des e-mails
  • Gestion des flux de travail
  • Gestion des leads
  • Gestion des polices d'assurance
  • Gestion des renouvellements
  • Gestion des réclamations
  • Gestion des stratégies
  • Gestion des tâches
  • Gestion du pipeline de ventes
  • Rapports et analyses
  • Segmentation
  • Stockage de documents
  • Suivi des interactions
  • Suivi des réclamations
  • Système de calendrier et de rappel
  • Tableau de bord d'activités
  • e-mail marketing

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Avis sur Better Agency

Note moyenne

Note globale
4,3
Facilité d'utilisation
4,2
Service client
4,5
Fonctionnalités
4,1
Rapport qualité-prix
4,4

Avis classés par taille de l'entreprise (nombre d'employés)

  • <50
  • 51-200
  • 201-1 000
  • >1 001

Trouver les avis classés par note

5
82%
1
18%
Nurul Salimah
Nurul Salimah
Oracle Database Administrator (Malaisie)
Utilisateur LinkedIn vérifié
Services financiers, 10 000+ employés
Temps d'utilisation du logiciel : plus d'un an
Source de l'avis

Better CRM with 'Better Agency'

5,0 il y a 4 mois

Commentaires : 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.

Avantages :

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.

Inconvénients :

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 (É.-U.)
Assurance, 11-50 employés
Temps d'utilisation du logiciel : 6 à 12 mois
Source de l'avis

Alternatives envisagées :

Game Changer!

5,0 il y a 2 ans

Commentaires : 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.

Avantages :

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.

Inconvénients :

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.

Utilisateur vérifié
ceo (É.-U.)
Utilisateur LinkedIn vérifié
Assurance, 2-10 employés
Temps d'utilisation du logiciel : 1 à 5 mois
Source de l'avis
Source : GetApp

A "solution" filled with empty and broken promises

1,0 le mois dernier Nouveau

Commentaires : My overall experience with Better Agency was extraordinarily sub-par. First and foremost, the customer service or, should I say, the lack there of, is terrible. Better Agency does business by driving sales and sales only. The person who sold me the product handed me off to the “on-boarding team” in which case they trained me on their systems. Once you complete your training, you’re on your own with the exception of a chat that’s located on the bottom right of the screen at all times. If you want to speak to someone, you have to, instead, set up a meeting in zoom 1-2 days in advanced to get your problem solved. When, and if, something goes wrong, you’ll have ZERO support because the people at this company DO NOT answer the phone. And the chat, you can say, does not work because whoever is on the other end of that chat has absolutely no knowledge of simple things. Long story short, I wanted to see if they had 2 factor authentication for logging in to the platform and I asked the chat service. When advised what I wanted, the person asked me to take a screen shot of what I meant in which I simply informed the person to google 2 factor authentication. I was appalled that the person did not know what this was in 2022 as society has been using this for at least 10 years on almost any website you’re required to log into. I ended the chat out of frustration and later got a transcript of the person advising me to search for a 3rd party for 2 factor login. You'll regret purchasing.

Avantages :

My experience with Better Agency was mostly negative. However, this was not necessarily because of how the software performed but rather the lack of sufficient customer service and, further, their lack of knowledge of their own product. Focusing on the software itself, it seemed to work pretty well. I thought the contact lists and individual profiles showed all the information you needed including policy numbers, types, vehicles(if applicable), and more. It made it very easy to look at any given client. The best thing about the software was probably their "pipeline". They had multiple boxes for organization for many stages during a sale, cross selling existing customers, renewals, customer service , and more. Their email campaigns also looked very good as you could customize so many different parameters for prospects and existing customers. You could even program it to send customers birthday cards automatically. Unfortunately, I never had success with it as every single email I sent would go to spam when sent through their system. More on that below.

Inconvénients :

I did very extensive research on the right AMS to fit my company and eventually purchased Better Agency. I had high hopes as everything they showed me looked really great. The worst part about this company is the extreme lack of customer service as well as knowledge of their own products. Further, as my title states, it was "a solution with empty and broken promises". When I made the purchase, I made it contingent upon gaining access to the commissions beta which I was shown during my sales call. The person I spoke with advised me that I could gain access to the beta upon purchase. I didn't need it to do anything fancy; simply download the premiums from IVANS and calculate the commission for my agents. Yes, I understand it was beta but, even after my purchase, I was never given access to such beta to even test it out. About the emails, the staff does not have very extensive knowledge about their own product. I would describe them as understanding everything on the surface but little to nothing about the back-end. One example was how the email campaigns work. The way their system is designed, it connects to your email through, what I think, is an API. They had no idea how it connected. In my case, I use Gsuite for my email and eventually connected it. Before I even purchased, I asked how the system/server sent out emails so I could understand how it worked and plan accordingly. They could not answer this and never did. Quickly, I found out all my emails went to spam.

Kevin
Mechanic (É.-U.)
Utilisateur LinkedIn vérifié
Automobile, 51-200 employés
Temps d'utilisation du logiciel : plus d'un an
Source de l'avis

Better Agency review.

5,0 il y a 2 mois

Avantages :

The software is very reliable and allows me to work without worry.

Inconvénients :

I have no complaints on this software it helps me boost my sales and retain happy customers.

Erik
President (É.-U.)
Assurance, 11-50 employés
Temps d'utilisation du logiciel : 6 à 12 mois
Source de l'avis

A must have for the modern insurance agency

5,0 il y a 2 ans

Commentaires : 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.

Avantages :

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.

Inconvénients :

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.