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.

Features

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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