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Better Agency Resources

Better Agency Resources

Better Agency and GloveBox have joined forces! Check out our library of Better Agency help articles and explainer videos.

GloveBox and Better Agency have joined forces!

Welcome to Better Agency: A Comprehensive Onboarding Guide

Setting Up Your Better Agency Account

Setting Up Your Better Agency Account

How to Edit Your Email Signature in Better Agency

Setting Up Carriers, Carrier Commissions, and Lines of Business in Better Agency

TCR Compliance and Registration in Better Agency

Connecting Your Better Agency Account to Zapier

Adding Team Members and Setting Up Relationship Routing in Better Agency

Getting Started with Email Syncing in Better Agency

Syncing Your Gmail Account with Better Agency

Granting Better Agency Customer Support Access to Your Account

How to Access Your NowCerts Account

Setting Up Your Profile in Better Agency

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Building & Managing Campaigns in Better Agency

Exploring Custom Campaigns in Better Agency

Adding Contacts to Campaigns in Better Agency

Setting Up and Managing Campaigns in Better Agency

Managing Service with Better Agency

Handling Claims with Better Agency

Leveraging the Better Agency Service Center

Managing Prospects, Renewals and Sales in Better Agency

Managing Your Sales Pipeline in Better Agency

Cross-Selling with Better Agency

Customizing Your Sales Pipeline Stages in Better Agency

Exploring the Better Agency Renewal Pipeline

Managing Renewals with Better Agency’s Renewal Pipeline

Splitting Sales Opportunities within Better Agency CRM

Understanding X-Dates and Managing Them in Better Agency

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