Better Agency

Better Agency is a sales-focused CRM and marketing automation system built for property and casualty agencies. It handles lead intake, drip campaigns, cross-sell workflows, and claims follow-up messaging. A pipeline view displays prospects in each stage, highlighting next steps. Automated email and SMS sequences nurture relationships, and an integrated quotes module retrieves rates from top carriers. An agency performance dashboard tracks monthly premium growth, retention percentages, and close ratios. By combining marketing automation with policy quoting, Better Agency aims to boost sales efficiency and agency revenue.