Resources for Better Agency Clients
Better Agency and GloveBox have joined forces! Check out our library of Better Agency help articles and explainer videos.
Better Agency Account Setup
- Setting Up Your Better Agency Account
- Importing Your Contacts into the CRM, formerly Better Agency
- How to Edit Your Email Signature in GloveBox CRM, formerly Better Agency
- Setting Up Carriers, Carrier Commissions, and Lines of Business in GloveBox CRM, formerly Better Agency
- TCR Compliance and Registration in Better Agency
- Connecting Your GloveBox CRM Account to Zapier
- Adding Team Members and Setting Up Relationship Routing in GloveBox CRM, formerly Better Agency
- Getting Started with Email Syncing in Better Agency
- Syncing Your Gmail Account with GloveBox CRM, formerly Better Agency
- Granting GloveBox CRM Customer Support Access to Your Account
- Setting Up Your Profile in GloveBox CRM, formerly Better Agency
- Adding a Carrier in Better Agency
- How to Access Your Momentum (Formerly NowCerts) Account through Better Agency
Managing Service with Better Agency
Utilizing Better Agency's Pipelines
- Managing Your Sales Pipeline in GloveBox CRM, Formerly 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 GloveBox CRM, Formerly Better Agency
- Generating Renewal Reports in Better Agency
- Tracking New Business in GloveBox CRM, formerly Better Agency