Features & Quick Stats
Key Features
- Complete, done-for-you automated campaigns
- Revenue & Commission Calculators (segmented per carrier)
- Communication History for team accountability (and E&O)
- Client Document Storage
- Assign team tasks & reminders
- Permissions Control for team members
Core Business
How Better Agency Helps Independent Agents & Brokers
Integrations
Partnerships
Catalyit Team Review
AMS, CRM, Comparative Rater, & Proposal Capabilities in One System
Published: January 11, 2023
What we like:
- Clean, easy-to-read screens
- Current look and feel
- Seamless integration of CRM and AMS
- Sales are ever present, even in the policy servicing are
Things to consider:
- Being a newer system, you can expect there may be some features in systems that have been around for many years that are not present.
- CRM (which is sold separately) is not widely integrated with other management systems.
Summary:
Better Agency offers a “customer life cycle” system. They have created a seamless integration between a Contact Relationship System (CRM) and an Agency Management System (AMS) combined in one product offering. The screens that are presented are very clean, showing a lot of information without feeling cluttered.
Key Features
- Dashboards:
Built-in dashboard functionality allows the user to customize the experience for overviews of both CRM and AMS statuses and reports. Views include options for both recent sales tracking as well as renewal tracking, all on one screen. Since Better Agency is a newer CRM/AMS, you quickly get the sense that they were able to build a modern platform with current programming tools rather than an older system. - Client Management (CRM):
Better Agency is a sales-focused system. They ensure that there is always some form of contact management or sales information present and immediately available. Even Google reviews are managed by the system. A user can click and send a request to a client asking them to leave a Google review, all from within the policy management part of the system. This creates a simpler process for a producer or customer service representative to quickly send a review request to customers. - Marketing Automation:
On the CRM side, there are over 100 marketing campaigns included with the system, which makes implementation faster and easier. Given the well-thought-out design, training will be easier than other systems.
* Unbiased review based upon information and insights available.
Product FAQs
Agency Management System
AMS-Suspense/follow-up tracking?
Yes
AMS-Direct bill commission download available?
Yes
AMS-Electronic signature integration?
No
AMS-Track all user activity?
Yes
AMS-Purge customer data/documents?
Yes
AMS-User customize views for "my" policies?
No
AMS-Employee time tracking available?
No
AMS-Personal downloads available?
Yes
AMS-Custom proposal module?
No
AMS-Location/mapping integration?
Yes
AMS-Support real-time interface for claim inquiries?
No
AMS-Ability to import schedules?
Yes
AMS-Agency/employee license tracking available?
No
AMS-Dashboard feature included?
Yes
AMS-Integrate with comparative quoting/rating systems?
Yes
AMS-Tools available for customer self-service
[Client portal, Client issue certificates, Policy changes]
AMS-Split/merge customers?
Yes
AMS-Task management?
Yes
AMS-Commercial downloads available?
Yes
AMS-Boolean searches of data?
Yes
AMS-Open documented API?
Yes
AMS-Track claim activity?
Yes
AMS-System support provided
[Support by email, Support by live chat, Support by phone, Training using videos, Training by person virtually, Active user group, On screen help]
AMS-Support claim download?
Yes
AMS-Accounting integrated?
No
AMS-Split/merge policies between customers?
Yes
AMS-All data fields available for reporting?
Yes
AMS-Software/platform access
[Cloud Hosted Server]
AMS-Reporting on activity data?
Yes
AMS-Document creation capability?
Both proprietary word processing and Microsoft Word
AMS-Document management/scanning features available?
[Drag and drop file attachment]
AMS-Reporting capabilities
[Commission payable reports, Commission receivable reports, Export reports to Excel, Production level reporting, Marketing campaign reports, New business reports, Sales production by employee, X-date reports]
AMS-Agency procedures available in system?
Yes
AMS-Fillable ACORD forms?
Yes
AMS-Marketing capabilities
[Automated marketing campaign management, Newsletter generation and distribution, Sales pipeline management, Survey generation distribution, Dashboard specific to marketing and sales, Risk surveys, Referral management]
AMS-Data sources available for document merging
[Contact, Policy, Coverage, Claim]
AMS-Dashboard customizable by agency role?
Yes
AMS-SMS/Texting integrated?
Yes
AMS-Scanning/attaching to client file capability?
Yes
AMS-Policy processing workflows?
Yes
AMS-Automatic renewal processing available?
Yes
AMS-Dashboard alert of items past due?
Yes
AMS-Custom activity tracking?
Yes
AMS-System security by role/function?
Yes
AMS-Carrier submission management available?
No
AMS-Fax integration?
No
AMS-VOIP integration?
Yes
AMS-Custom form capabilities?
No
AMS-Microsoft 365 integration
[Email, Calendar, Tasks]
AMS-Reminder notifications/alerts available
[SMS, Email, Pop-up]
AMS-Archive customer data/documents?
Yes
AMS-Scanning/attaching to carrier file capability?
Yes
AMS-Accounting features offered
[Third party integration (e.g. QuickBooks)]
AMS-Prioritize/flag notes?
Yes
AMS-Mobile device access
Yes