Lead follow-ups are essential to any business. By staying in touch with your leads throughout the process, you can ensure they feel more connected to your agency and will be

AMS and CRM are terms that many people use almost interchangeably, but they offer very different services that can benefit your company in different ways. One works better at helping

The day-to-day business of running an insurance agency is full of menial procedures and paperwork that can take up hours of your time–hours you could be spending drawing in new

Without customer loyalty, your business will fail. After all, if you don’t have clients who laud your services to others via word of mouth or have clients who repeatedly return

Without customers, you can’t run a business, so maintaining good relationships with your customers is absolutely vital. Caring for them and building those relationships takes many different forms, including lead

Do you struggle to retain customers after an initial interaction like many others in the insurance industry? If so, you need to consider implementing a few key strategies to help

Insurance agencies all around the world strive daily to be more productive, efficient, and effective in their respective markets. But it’s not always easy to boost these traits organically. Fortunately,

With any business, maintaining consistent, lead-producing and nurturing marketing strategies is a must. It’s no different for insurance agencies. But all the intricate details and tasks that need to be

Better Agency, a broker-tech SaaS platform designed to help independent insurance agents automate their insurance sales and processes, has closed a $2.1 million series round. The round was led by

Leads are absolutely vital to the success of any business, and tracking them is essential to their nurturing and generation. With lead tracking, agencies can know where their clients are

Customer retention emails are a great way for your company to attract and maintain the right customer base for their business. Retention emails boost customer engagement, remind previous clients of

Using CRM software is a great way to promote efficiency, productivity, and customer relationships for your business. One of the best ways to promote CRM integration more thoroughly throughout your

SSOs are an incredibly useful tool that businesses and individuals from many different fields can benefit from. They simplify and secure authentications, make remembering passwords and usernames a breeze, and

Learn how to hire an insurance virtual assistant for your insurance agency, the tasks you can delegate and why using a VA in your agency is so beneficial.

Learn how you can use Zapier to automate workflows and tasks in your insurance agency.

Cross-selling is an invaluable sales tactic that agencies and businesses all around the world use to develop their companies. It’s a tool that has wide-reaching benefits across many aspects of

Why We’re So Focused On Customer Lifecycle Automation Did you know that on average, a prospect needs to be followed up with 7-8 times before they make a purchase decision?

Did you hear the news? Better Agency has policy downloads now. This means independent agents can have their policy downloads go directly in Better Agency instead of their agency management