Resources for Better Agency Clients
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
Better Agency Account Setup
- Setting Up Your Better Agency Account
- Importing Your Contacts into Better Agency
- 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
- Setting Up Your Profile in Better Agency
- Adding a Carrier in Better Agency
- How to Access Your Momentum (Formerly NowCerts) Account through Better Agency
Managing Service with Better Agency
- Handling Claims with Better Agency
- Leveraging the Better Agency Service Center
- Managing Linked Contacts within Better Agency
- Unlinking a Contact in Better Agency
Utilizing Better Agency's Pipelines
- 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
- Generating Renewal Reports in Better Agency
- Tracking New Business in Better Agency
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