Better Agency

The Insurance CRM That Helps Sell More Insurance

About

A fully automated insurance CRM for general insurance agents. Ideal for commercial or personal insurance agencies.

Activity Dashboard

Activity Tracking

Appointment Scheduling

Audit Trail

Billing

Broker/Agent Portal

Claims Management

Commercial Lines

Complaint Tracking

Contact Management

Customizable Reports

Document Management

Email Management

Insurance Comparator

Insurance Industry Features

Insurance Policy Management

Insurance Ranking

Interaction Tracking

Lead Management

MGA Administration

Multi-Line Ranking

Multiple Reports Support

Operator Upload

Policy Issuance

Property & Casualty Insurance

Quote

Renewal Management

Reporting & Analytics

Sales Pipeline Management

Scoring Engine

Segmentation

Self-Service Portal

Strategy Management

Task Management

Territory

Underwriting Management

Workflow Management

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