Adding a Carrier in Better Agency

Ensure that you are logged into your Better Agency account. Once logged in, you will be directed to the home screen.

Within the agency settings, locate and select Carrier Commissions.
This will take you to the Carrier Commissions screen where you can manage carriers linked to your account.

You may have to adjust your screen's zoom percentage in order to see the Carrier Commissions tab and other settings.

On the Carrier Commissions screen, select the option to Add a New Carrier.
A preset list of carriers will appear. Use the search function if necessary to find the carrier you want to add.
If the carrier you need is not listed, contact your Customer Success Manager for assistance.
Select the carrier from the list and click Add Carrier.

Once added, the carrier settings will appear on the left-hand side of the screen.

Add a Line of Business (LOB):
- Click on Add Line of Business.
- Choose the type of coverage to be included.
- Click Add LOB to finalize the addition.
Set Commission Percentages:
- Default commission percentages are pre-set, but they can be modified.
- Adjust the commission percentages based on your agency’s agreements.
Delete a Line of Business (If Needed):
- If a specific line of business is no longer applicable, you can remove it.
- Confirm the deletion to finalize the update.

That’s it! You have successfully added a carrier in Better Agency.

Adding a carrier in your Better Agency account is a straightforward process. Follow the steps below to seamlessly integrate a new carrier into your system.