Financial Services Cloud vs AgentCubed
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Overview
Financial Services Cloud allows financial services teams to access actionable client insights & deliver personalized advice across any channel or device
Financial Services Cloud allows financial services teams to access actionable client insights & deliver personalized advice across any channel or...
Deployment
- Cloud-based
- On-premise
Support Options
- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support
- 24/7 (Live rep)
- Chat
AgentCubed is a cloud-based solution designed to help insurance businesses manage leads and distribution, customer relationships, workflows automation, and more. The platform enables agents to quote on/off-exchange products, calculate premiums, compare policies, and submit applications.
AgentCubed is a cloud-based solution designed to help insurance businesses manage leads and distribution, customer relationships, workflows automation...
Deployment
- Cloud-based
- On-premise
Support Options
- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support
- 24/7 (Live rep)
- Chat
Images
Pricing
Starting from
US$300.00/month
- Free Version
- Free Trial
- Subscription
Starting from
Not provided by vendor
- Free Version
- Free Trial
- Subscription
Reviews
Ease of Use
4/ 5Features
4/ 5Customer Service
4.7/ 5Value for Money
4.3/ 5Ease of Use
4.6/ 5Features
4.5/ 5Customer Service
4.4/ 5Value for Money
4.8/ 5Features
Total features 146
- API
- Access Controls/Permissions
- Accounting
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Amortization Schedule
- Appointment Management
- Approval Process Control
- Asset Lifecycle Management
- Attestation
- Audit Management
- Audit Trail
- Auto Loans
- Auto-Dialer
- Automated Decisioning/Underwriting
- Automatic Call Distribution
- Automatic Funds Distribution
- Billing & Invoicing
- Borrower Management
- Broker/Agent Portal
- Business Loans
- CRM
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Call Recording
- Call Routing
- Campaign Management
- Cancellation Tracking
- Carrier Upload
- Case Management
- Claims Management
- Claims Tracking
- Client Database
- Client Management
- Client Portal
- Collaboration Tools
- Collateral Tracking
- Commercial Mortgages
- Commission Calculations
- Commission Management
- Communication Management
- Comparative Insurance Rating
- Compliance Management
- Compliance Tracking
- Configurable Workflow
- Contact Database
- Contact Management
- Content Management
- Credit Reporting
- Customer Database
- Customer Management
- Customer Portal
- Customer Statements
- Customizable Fields
- Customizable Forms
- Customizable Reports
- Customizable Templates
- Data Import/Export
- Data Visualization
- Digital Signature
- Document Management
- Document Storage
- Document Templates
- Drag & Drop
- Electronic Applications
- Electronic Claims
- Email Management
- Email Marketing
- Email Templates
- Expense Tracking
- Financial Analysis
- Financial Management
- For Auto Insurance
- For Borrowers
- For Brokers
- For Casualty Insurance
- For Disability Insurance
- For Financial Institutions
- For Health/Medical Insurance
- For Homeowners Insurance
- For Insurance Industry
- For Life Insurance
- For Long Term Care
- For Personal Insurance
- For Professional Liability
- Forecasting
- Forms Management
- HIPAA Compliant
- Inbound Call Center
- Insurance Management
- Insurance Policy Management
- Insurance Policy Processing
- Insurance Rating
- Interaction Tracking
- Internal Chat Integration
- Invoice Management
- Lead Capture
- Lead Distribution
- Lead Management
- Lead Nurturing
- Lead Qualification
- Lead Segmentation
- Life & Health
- Loan Management
- Loan Origination
- Loan Processing
- Loan Servicing
- Marketing Automation
- Mobile Access
- Monitoring
- Mortgages
- Multi-Channel Communication
- Multi-Company
- Multi-Currency
- Multi-State
- Multiple Line Rating
- Outsource Processing
- Paper-Based Claims
- Payment Collection
- Payment Tracking
- Performance Metrics
- Pipeline Management
- Policy Creation
- Policy Issuance
- Policy Management
- Policy Metadata Management
- Policy Training
- Portfolio Management
- Pre-Qualification
- Pricing Management
- Process/Workflow Automation
- Product Catalog
- Property & Casualty
- Prospecting Tools
- Quotes/Estimates
- Rating Engine
- Real-Time Analytics
- Real-Time Data
- Real-Time Reporting
- Real-Time Updates
- Referral Tracking
- Relationship Tracking
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Residential Mortgages
- Risk Assessment
- Risk Management
- Rules-Based Workflow
- SSL Security
- Sales Pipeline Management
- Sales Reports
- Scheduling
- Search/Filter
- Secure Data Storage
- Secure Login
- Segmentation
- Self Service Portal
- Source Tracking
- Status Tracking
- Task Management
- Task Scheduling
- Team Assignments
- Template Management
- Territory Management
- Third Party Loan Origination
- Third-Party Integrations
- Transaction History
- User Management
- Version Control
- Visual Analytics
- Visual Presentation
- Workflow Management
Total features 78
- API
- Access Controls/Permissions
- Accounting
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Amortization Schedule
- Appointment Management
- Approval Process Control
- Asset Lifecycle Management
- Attestation
- Audit Management
- Audit Trail
- Auto Loans
- Auto-Dialer
- Automated Decisioning/Underwriting
- Automatic Call Distribution
- Automatic Funds Distribution
- Billing & Invoicing
- Borrower Management
- Broker/Agent Portal
- Business Loans
- CRM
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Call Recording
- Call Routing
- Campaign Management
- Cancellation Tracking
- Carrier Upload
- Case Management
- Claims Management
- Claims Tracking
- Client Database
- Client Management
- Client Portal
- Collaboration Tools
- Collateral Tracking
- Commercial Mortgages
- Commission Calculations
- Commission Management
- Communication Management
- Comparative Insurance Rating
- Compliance Management
- Compliance Tracking
- Configurable Workflow
- Contact Database
- Contact Management
- Content Management
- Credit Reporting
- Customer Database
- Customer Management
- Customer Portal
- Customer Statements
- Customizable Fields
- Customizable Forms
- Customizable Reports
- Customizable Templates
- Data Import/Export
- Data Visualization
- Digital Signature
- Document Management
- Document Storage
- Document Templates
- Drag & Drop
- Electronic Applications
- Electronic Claims
- Email Management
- Email Marketing
- Email Templates
- Expense Tracking
- Financial Analysis
- Financial Management
- For Auto Insurance
- For Borrowers
- For Brokers
- For Casualty Insurance
- For Disability Insurance
- For Financial Institutions
- For Health/Medical Insurance
- For Homeowners Insurance
- For Insurance Industry
- For Life Insurance
- For Long Term Care
- For Personal Insurance
- For Professional Liability
- Forecasting
- Forms Management
- HIPAA Compliant
- Inbound Call Center
- Insurance Management
- Insurance Policy Management
- Insurance Policy Processing
- Insurance Rating
- Interaction Tracking
- Internal Chat Integration
- Invoice Management
- Lead Capture
- Lead Distribution
- Lead Management
- Lead Nurturing
- Lead Qualification
- Lead Segmentation
- Life & Health
- Loan Management
- Loan Origination
- Loan Processing
- Loan Servicing
- Marketing Automation
- Mobile Access
- Monitoring
- Mortgages
- Multi-Channel Communication
- Multi-Company
- Multi-Currency
- Multi-State
- Multiple Line Rating
- Outsource Processing
- Paper-Based Claims
- Payment Collection
- Payment Tracking
- Performance Metrics
- Pipeline Management
- Policy Creation
- Policy Issuance
- Policy Management
- Policy Metadata Management
- Policy Training
- Portfolio Management
- Pre-Qualification
- Pricing Management
- Process/Workflow Automation
- Product Catalog
- Property & Casualty
- Prospecting Tools
- Quotes/Estimates
- Rating Engine
- Real-Time Analytics
- Real-Time Data
- Real-Time Reporting
- Real-Time Updates
- Referral Tracking
- Relationship Tracking
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Residential Mortgages
- Risk Assessment
- Risk Management
- Rules-Based Workflow
- SSL Security
- Sales Pipeline Management
- Sales Reports
- Scheduling
- Search/Filter
- Secure Data Storage
- Secure Login
- Segmentation
- Self Service Portal
- Source Tracking
- Status Tracking
- Task Management
- Task Scheduling
- Team Assignments
- Template Management
- Territory Management
- Third Party Loan Origination
- Third-Party Integrations
- Transaction History
- User Management
- Version Control
- Visual Analytics
- Visual Presentation
- Workflow Management
Integrations
- Chargent
- IVANS Download
- Professional Services Cloud
- QuickBooks Online
- QuickBooks Online Advanced
- SAP Concur
- Sage Intacct
- Salesforce Sales Cloud
- Workato
- Xero
- Chargent
- IVANS Download
- Professional Services Cloud
- QuickBooks Online
- QuickBooks Online Advanced
- SAP Concur
- Sage Intacct
- Salesforce Sales Cloud
- Workato
- Xero
