Better Agency
by Better Agency
by Better Agency
Profile Information Last updated on: 16 July 2024
Profile Information Last updated on: 16 July 2024
We help make selecting a software for your business effortless, economical and efficient.
by Better Agency
by Better Agency
Profile Information Last updated on: 16 July 2024
Profile Information Last updated on: 16 July 2024
The implementation process for Better Agency software is designed to be swift and efficient, ensuring that users can migrate their data and start their campaigns immediately. Unlike other software tools that may take months to fully integrate and understand, Better Agency emphasizes a quick setup process facilitated by their Customer Success Team. This approach aims to have everything in place promptly so users can begin seeing a return on investment (ROI) without significant delays.
Customization is a key feature of Better Agency, catering to the specific needs of insurance agencies. The software includes customizable workflows and dynamic forms, allowing agencies to tailor the software to their unique operational requirements. This level of customization ensures that agencies can adapt the software to their specific business processes, enhancing efficiency and productivity.
Better Agency has a transparent pricing model that starts from $299 per month. However, there are onboarding fees applicable to new users. The pricing structure is tiered, based on the number of users and the level of functionality required, with plans such as Beginner, Basic, and Better offering varying features. Each plan includes an onboarding fee, and there's an option to save 15% by paying annually in full. It's important to note that additional costs may arise for extra users beyond the plan's limit, and specific features like IVANS AMS Policy downloads, Acord forms, and a certain number of text messages per month are included in higher-tier plans.
Better Agency provides comprehensive training and support to ensure users can maximize the software's potential. Training resources include documentation, live online sessions, videos, and webinars. Support services are available through phone, chat, FAQ, forums, and a knowledge base, with 24/7 live support to assist users whenever needed.
Better Agency employs several security measures to protect customer data, as outlined in their terms and conditions. They commit to taking commercially reasonable measures to secure customer data on their services. This includes maintaining the technology used to provide the services at third-party colocation, hosting, and telecommunication facilities, which are subject to commercially reasonable security precautions to prevent unauthorized access.
Additionally, general best practices for data security, which are likely to be part of Better Agency's approach given industry standards, include:
Data Encryption: Encrypting data ensures that sensitive information is converted into a coded form, making it unreadable without the proper decryption key. This is crucial for protecting data during transmission and when stored.
Backup and Recovery: Regular backups are essential for data protection, ensuring that data can be recovered in the event of loss or corruption. This helps in quickly restoring data after a disaster.
Access Control: Implementing strict access controls helps restrict access to sensitive data. This includes authentication measures to ensure that only authorized personnel can access certain data.
Network Security: Employing robust network security measures, such as firewalls and anti-malware software, protects against unauthorized access and cyber threats.
Physical Security: Protecting the physical infrastructure where data is stored or processed is also crucial. This includes securing data centers and other facilities against unauthorized access and physical threats.
Regular Software Updates: Keeping software up to date is vital to protect against vulnerabilities that could be exploited by cyber attackers.
Employee Training: Educating employees about data security best practices and the importance of protecting sensitive information is essential for preventing data breaches.
Better Agency releases updates to its software regularly, focusing on enhancing features and functionalities to better serve its users. The updates are managed through a structured process that involves gathering user feedback, identifying areas for improvement, and implementing changes that align with the evolving needs of insurance agencies. While specific details on the frequency of updates were not provided, Better Agency is committed to continuous improvement and regularly introduces new features and capabilities to its platform
Better Agency's policy on data ownership and portability is clearly outlined in their terms and conditions. According to the policy, customers retain ownership of all customer data they submit to the services, except for anonymized data. Better Agency exclusively owns and retains all rights, title, and interest in and to the anonymized data. Customers grant Better Agency a non-exclusive, royalty-free, fully paid-up, perpetual, sublicensable, worldwide license to use, reproduce, publish, distribute, perform, further anonymize, assemble, categorize, and display all anonymized data.
Assess Current Level of Operational Maturity: Before scaling up or down, it's crucial to understand your organization's current state of maturity in terms of data, processes, talent, and technology. This assessment helps in identifying capability gaps and areas that require optimization to meet the evolving needs of clients.
Determine the Right Offerings Mix: As organizational needs change, reevaluating the mix of services or products offered is essential. This involves balancing and optimizing technology and resources to serve the changing needs of clients effectively. It may also include making changes in the business strategy to adapt to market shifts.
Create Data-Driven Agility: Utilizing past data and predictive analytics can help organizations make informed decisions about scaling. This approach enables a more precise understanding of client behaviors and demands, facilitating better resource allocation and capacity planning.
Support and Advance Talent: Employee satisfaction and growth opportunities are key to maintaining strong client relationships and continued success. As organizational needs change, investing in professional development and possibly adjusting team structures or roles can support scaling efforts.
Reevaluate Pricing Models: As part of scaling, organizations may need to reevaluate their pricing models to ensure they align with industry averages and client expectations. This can involve adjusting prices to reflect the value of services or products offered, which is crucial for attracting and retaining clients.
Implement Efficient Processes and Productivity Measures: Scaling successfully requires the implementation of systems and processes that can handle increased volumes and complexity. This includes investing in technology platforms, project management tools, and standardizing processes to ensure consistency and efficiency.
Flexibility in Team Structure: The structure of teams may need to adapt as organizational needs change. This could involve creating smaller, more autonomous teams or adjusting the size of teams based on project demands. The "rule of two pizzas," suggesting that a team should be small enough to be fed with two pizzas, highlights the importance of maintaining manageable team sizes for flexibility.
Monitor and Adjust Strategy: Regularly reviewing and adjusting the scaling strategy based on performance metrics and market trends is crucial. This ensures that the organization remains aligned with its goals and can respond effectively to changes in demand or operational challenges.
For contract renewal and cancellation, Better Agency's terms and conditions state that all transactions, whether paid monthly or annually, are final and non-refundable. The company does not issue refunds or credits. Upon termination of the agreement for cause, if there are any unbilled fees for the current subscription term, the user agrees to pay the sum of these fees in addition to any unpaid balances at the time of termination. Better Agency reserves the right to impose a reconnection fee if an account is suspended. These terms highlight the importance of understanding the commitment involved when subscribing to Better Agency's services.
HIPAA (Health Insurance Portability and Accountability Act): This U.S. federal law focuses on protecting the privacy and security of patients' health information. It is mandatory for healthcare organizations and entities that handle sensitive health data. Better Agency, by adhering to HIPAA, ensures the confidentiality and integrity of patient health information, which is vital for maintaining trust and avoiding legal penalties and reputational damage due to data breaches.
GDPR (General Data Protection Regulation): This regulation safeguards the personal data of EU residents and applies globally to organizations handling EU residents' data. GDPR prioritizes individual privacy rights and data protection. Compliance helps organizations avoid severe fines, build trust, and enhance their global reputation. Better Agency's adherence to GDPR ensures robust data protection during transmission and storage and implements data minimization and consent mechanisms.
PCI DSS (Payment Card Industry Data Security Standard): This standard is crucial for organizations that handle credit card information. Compliance ensures the secure handling of cardholder data, which is essential to protect customers' financial data and maintain trust. Non-compliance can result in data breaches, financial losses, and damage to a company's reputation. Better Agency's compliance with PCI DSS indicates that it employs strong encryption for sensitive payment card data and conducts regular security testing.
By Better Agency