The startup offers an insurance management platform that integrates sales-driven association management software with customer relationship management tools, enabling independent agents to automate customer lifecycles including sales, service, renewals, and claims. This solution provides agents with streamlined marketing and prospecting options, enhancing efficiency in managing client interactions and policy downloads.
Funding
$10.6M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Founders
Product
Problem
Independent insurance agents often struggle with disparate systems for sales, service, and customer relationship management, leading to inefficiencies and missed opportunities. Managing customer lifecycles across multiple platforms can be cumbersome, hindering effective marketing, prospecting, and client communication.
Solution
Better Agency provides an insurance CRM and automation platform designed specifically for independent P&C insurance agents. The platform consolidates sales, service, claims, and renewal processes into a single system, streamlining agency workflows and improving customer engagement. With over 100 pre-built automation campaigns, agents can automate follow-ups, cross-sell, nurture leads, and manage renewals without manual effort. The system integrates with email, SMS, and other third-party tools, ensuring seamless communication and data management.
Target Audience
The primary target audience is independent Property & Casualty (P&C) insurance agents seeking to streamline operations, automate marketing, and improve customer retention.
Features
- 100+ pre-built automation campaigns for sales, service, claims, and renewals
- "Drag-and-drop" sales pipeline for managing leads and opportunities
- Built-in SMS/MMS texting for direct customer communication
- Two-way email synchronization to automatically attach communications to contact records
- Agency-branded video proposals to build trust and close more business
- Customizable sales pipelines to fit specific agency needs
- Document storage within the CRM
- Zapier integration for connecting to other third-party tools
- Agency and producer goal tracking
- Customer Service Center for managing client requests and claims