Better Agency Integrations
Integrate Better Agency with platforms you’re already using.
Sync your policy downloads with Better Agency and trigger automations and workflows inside of Better Agency.
Integrate your data with over 3000+ different software applications so that you can work easier.
GMail - Outlook
Sync your email to Better Agency so that every email is safely recorded to your contact records.
Sync your data to Better Agency daily. Ask our account manager more about this, and help you set up the daily sync.
Click one button and push your client information directly into Tarmika for commercial lines quoting.
NowCerts users can have their policy data push back and forth between Better Agency and NowCerts.
Pull up contact records when calls come in, record all calls to the contact record, see analytics.
Create custom video proposals that are automatically sent to prospects with follow up campaigns to close.
Connect your agency's Google account to track your Google Reviews. Use Better Agency to collect more reviews.
Use Zapier to send Facebook "Lead Form" leads to Better Agency's follow up campaigns and sales pipeline.
Use Zapier to send your completed surveys into Better Agency's follow up campaigns and sales pipeline.
Use Calendly inside of your Better Agency campaigns to allow contacts to schedule appointments.
Use Zapier to send ringless voicemail drops to contacts with SlyBroadcast. Perfect for prospects and clients.
Use Zapier to send postcards to customers and prospects anywhere in the customer lifecycle.