Connect InsuranceXDate and Better Agency to unlock the power of automation

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Quickly connect InsuranceXDate to Better Agency with a Zapier template.

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Create or update prospects in Better Agency when new company flags are created in InsuranceXDate
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InsuranceXDate + Better Agency

Create or update prospects in Better Agency when new company flags are created in InsuranceXDate

Details

Try it

InsuranceXDate + Better Agency

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate InsuranceXDate with Better Agency - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Company Flags" from InsuranceXDate.

Add your action

An action happens after the trigger—such as "Create Service Request" in Better Agency.

You’re connected!

Zapier seamlessly connects InsuranceXDate and Better Agency, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Save
- Contacted
- Quoting
- Written
- Nextyear
- Followup
- Appt
Trigger
Instant
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- Uid
  Required
Action
Search
New Contact Added
Triggers when a new contact is added in Better Agency.
Trigger
Polling
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- Tag
  Required
Trigger
Polling
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- Pipeline Stage
  Required
- Assigned Owner
Trigger
Polling
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- Pipeline Stage
  Required
- Assigned Owner
Trigger
Polling
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- Choose Contact Type
- Email
- First Name
- Last Name
- Phone
- Tag Names
- Lead Source
- Referral Partner
- Policy Type
- Policy Number
- Assign Owner
- Birth Date
- Note Type
- Note
- Address
  Required
- City
- State
- Zip
- Business Name
- DBA
- Business Address Line 1
- Business Address Line 2
- Business City
- Business State
- Business Zip
Action
Write

- Uid
  Required
Action
Search
- Name
  Required
- Address
  Required
- State
  Required
Action
Search
- Note Type
- Assigned Owner
Trigger
Polling
Try It
- Assigned Owner
- Task priority
- Task due date
Trigger
Polling
Try It
- Pipeline Stage
  Required
- Assigned Owner
Trigger
Polling
Try It
- Choose Type
  Required
- Who Initiated The Claim? (Only for claim request)
- Email
- Policy Type
- Ticket Title
  Required
- Ticket Note
  Required
- Assign Owner
- Start Campaign
Action
Write
- Choose Contact Type
- Email
- First Name
- Last Name
- Phone
- Tag Names
- Pipeline Stage
- Lead Source
- Referral Partner
- Policy Type
- Campagin
- Assign Owner
- Birth Date
- Note Type
- Note
- Address
  Required
- City
- State
- Zip
- Sales Title
- Sales Details
- Additional Notes
- Business Name
- DBA
- Business Address Line 1
- Business Address Line 2
- Business City
- Business State
- Business Zip
Action
Write

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Customers who say using Zapier has made them better at their job

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Connect InsuranceXDate and Better Agency to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your InsuranceXDate to Better Agency integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About InsuranceXDate

Insurance Xdate is where new business begins. Identify and engage with prospects in minutes, keep track of your opportunities and get production done.

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Related categories

Business Intelligence

About Better Agency

Better Agency is a CRM Marketing Automation Tool for Insurance Agencies

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Related categories

Marketing

Connect InsuranceXDate and Better Agency to unlock the power of automation

Set up your first integration

Create or update prospects in Better Agency when new company flags are created in InsuranceXDate

Create or update prospects in Better Agency when new company flags are created in InsuranceXDate

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect InsuranceXDate and Better Agency to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Make work flow with AI

Connect InsuranceXDate to Better Agency on the world's largest no-code automation platform