Getting Started
New to Better Agency? Start here! Step by step guide to setup and get you to success!
- Get Started - Set Up Your Better Agency Account in 5 Minutes
- Getting Started With Campaigns
- How To Set Up Your SMS and Texting Phone Number
- How To Upload Client List and Cross-Sell Policies
Campaigns
Understand how to leverage all the powerful automated campaigns within Better Agency.
- How To Edit Your Campaigns
- Service Pipeline Campaigns
- New Client Welcome Campaign
- How To Set Up & Manage New Lead Campaigns
Terms & Policies
Access helpful articles on our terms and policies with Better Agency.
See all articlesGeneral
General guides and documentation to maximize Better Agency.
- Do You Integration With An Agency Management System (AMS)?
- How To Connect Your Lead Forms To Better Agency
- How Does My Sales Pipeline Calculate Deal Projected Value?
- How To Access Support & Training Resources
Integrations
Understand and leverage our different partner integrations to maximize your workflow.
- How To Connect Zapier to Better Agency
- NowCerts + Better Agency: How To Setup Integration And Automations
- EZLynx > Better Agency: How To Setup Policy Sync
- QQCatalyst + Better Agency