Use Our Insurance Proposals To Stand Out From Your Competition & Close More Business
Create custom insurance proposals in under a minute with our software. Educate prospects and separate yourself from the competition.
Does your current insurance quote workflow look like this?
Stop! This is a giant waste of time.
Start closing more policies
Proposals by Better Agency has you covered from “contact” to “close”.
Create your agent branded custom profile
Apply your agency’s branded style to all of your insurance proposals. Add your headshot, change your colors, and add your agency logo so that your brand stays is on every proposal and ready to impress.
Setup notifications to alert you when actions are taken by your customers.
Create your insurance proposal and send to your prospects
Proposals by Better Agency provides a number of pre-designed proposal templates. Enter in any special notes and send them directly to your soon-to-be clients.
Add an optional video explanation of you explaining the coverages and educating your prospects on working with your agency.
Track your clients and integrate into your favorite CRM
Track when your prospect views your proposal and get notified when they accept it or have additional questions.
Proposals by Better Agency also has a direct integration with Zapier so you can integrate into your existing CRM.
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Game-Changing Features
Proposals by Better Agency is pushing the limits on what is possible in your agency.
- Personal touch with custom videos
- Viewable on any device – desktop, tablet, and mobile
- Provide multiple options for easy comparison
- Customers can accept the option of their choice
- Customers can ask questions or request changes
- Customers can login with just an email address
- Receive notifications when a proposal is viewed
- Save templates to create proposals quickly
Supports Personal & Commercial Insurance
Auto
Home
Comm Auto
General Liab
Health
Umbrella
Life
Flood
Prof Liability
Workers Comp
BOP
Property
Get A Sample Proposal Sent To You
Receive a sample proposal sent directly to your email inbox