Better Agency was first released in early 2019 and has since eclipsed the 1,000 monthly user threshold within one year.
Unlike traditional CRM companies, Better Agency provides property and casualty agents with:
Fully automated sales and service campaigns
Sales, service, and renewal pipelines
Detailed agency reporting
Multiple 3rd party integrations
“We are thrilled with our growth and excited to be the fastest-growing insurance CRM,” says Better Agency CEO Will Shaw. He continues, “We know agents want to grow their agencies. Sadly, the technology solutions available to them have been limited at best”
Many Better Agency users have reported significant gains and positive results from the insurance CRM. These results can be found on the website here: https://betteragency.io/proof/
Better Agency will help agents who sell both personal and commercial lines policies. Every workflow and campaign is built into the CRM and can be edited by users.
Better Agency encourages insurance agents who are interested in the Insurance CRM to start a 14-day trial where they can test-drive the platform. There is no obligation after the 14 days and users can cancel at any time.
Trial users are taken through a one-on-one onboarding process to help them implement the system in their workflows.
About Better Agency
After leaving the NFL, Will Shaw teamed up with insurance agents Nicholas Ayers and Preston Schmidli. Together with Jordan Shaw and McBilly Sy, they set out to solve insurance agents’ biggest problems.
Better Agency provides “done for you” automation campaigns for new business opportunities. Users can also take advantage of the existing cross-sell campaigns to cross-sell existing clients automatically. Service, renewal, and claims pipelines allow users to manage their agency in a new, more efficient way.