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The key to writing more policies is to use your policy downloads to trigger new marketing automation campaigns automatically, and it’s only available with Better Agency.
What To Expect On Your Discovery Call
NOTE: Better Agency only works for P/C insurance agents. We do not work with L/H agents.
We look forward to hosting you on a Better Agency Discovery Call! We’re confident that Better Agency is going to change how Independent Agents do business. We want to make sure it’s the best fit for you!
You should know that on this initial Discovery Call our main job is to understand your needs, goals and pain points. You can rest assured that on this call no one is going to try and “sell you” any software. Before we can prescribe any solution, we have to understand your needs and goals.
Our goal is to partner with you and your agency for many years. This is why our approach is not limited to a transactional conversation. Just like you, we desire to build better relationships with our clients.
This first call should last roughly 30-minutes and will consist of your Account Executive asking you questions to determine if Better Agency is a good fit for you and your agency. Don’t worry, if Better Agency isn’t a good fit for you, we’ll be the first to let you know.