Better Agency

Better Agency is a pivotal CRM Marketing Automation Tool tailored for insurance agencies. With CalendarLink, streamline your client interactions through easy-to-use Add-to-Calendar links and personalized invitation landing pages.

Why Calendar Links Supercharge Better Agency

Using Add-to-Calendar links reduces no-shows and encourages faster client engagement, providing a seamless, clear call to action.

  • Universal Add-to-Calendar link compatible with Google, Outlook, Apple, and more.
  • Smart reminders and notifications to reduce no-shows.
  • Brandable invite and landing pages for personalized outreach.
  • Click and attendance analytics to gauge client engagement.

Using Calendar Links in Better Agency Workflows

Effortlessly Transform Better Agency Data into Action

1. Create a CalendarLink for Triggers

Use Better Agency triggers like New Contact Added or Opportunity Stage Move to initiate new calendar events automatically.

2. Send Data to CalendarLink

Map client names, event dates, and descriptions into CalendarLink, with optional RSVP functionality for enhanced engagement.

3. Publish the Personalized Invite

Retrieve your Add-to-Calendar link to integrate into client communications for seamless scheduling.

Fire Better Agency Workflows from CalendarLink triggers

1. Capture a New CalendarLink Event

Select New Event or New Contact Added trigger to initiate workflow in Better Agency.

2. Map Add-to-Calendar Data

Synchronize titles, dates, times, and list of attendees for optimal calendar management.

3. Create a new or update client through Prospect Form

Use the information to update client records or send messages to enhance interaction and engagement.

Optimising Calendar Links in Better Agency

  • Embed calendar links in emails for effortless scheduling.
  • Utilize subscription calendars for updated client interactions.
  • Leverage click analytics to refine marketing strategies.
  • Ensure all events are time-zone and daylight-saving compliant for global clients.

Ready to get started? Create your free account.

No credit card required.
✔ Unlimited events ✔ Adds-to-Calendar ✔ RSVP ✔ Subscribe-to-Calendar ✔ Notifications