AgentCubed

Lead management and CRM solution for insurance businesses

About AgentCubed

AgentCubed is a cloud-based solution designed to help insurance businesses manage customer relationships, leads, distribution, automated workflows, and more. The platform enables agents to calculate premiums, compare policies and submit applications. Customer report builder functionality allows teams to streamline sales processes by analyzing data in multiple combinations.

AgentCubed comes with a lead nurturing module, which enables agents to improve query response time by routing high potential leads to senior agents. Features include text/email lead distribution, built-in calendar, event reminders, quoting tools, call centre, and knowledge management. The platform allows users to handle lead conversions via integrated telephony, call scripting, and quoting tools. Agents can customize products based on insurance carriers, coverage types, prices, and more. Campaign tracking functionality lets administrators monitor marketing campaigns, policy counts, agent performance, and generated premiums.

AgentCubed includes a dashboard, which allows managers to track sales processes using scoreboards, real-time system monitoring, and customizable reports. Post-campaign analytics features enable users to create purchasing profiles for future marketing campaigns, staffing models, and agent training. The platform integrates with various third-party applications such as Quotit, CSG Actuarial, Quomation, and RabbitApp.

Pricing starting from:

N/A

  • Free Version
  • Free Trial
  • Subscription

Devices

Business size

S M L

Markets

United States

Supported Languages

English

Pricing starting from:

N/A

  • Free Version
  • Free Trial
  • Subscription

Images

AgentCubed Software - AgentCubed dashboard screenshot
AgentCubed Software - AgentCubed calendar screenshot
AgentCubed Software - AgentCubed call unit management screenshot
AgentCubed Software - AgentCubed carrier plan management screenshot
AgentCubed Software - AgentCubed email templates screenshot
AgentCubed Software - AgentCubed leads screenshot
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AgentCubed video
AgentCubed Software - AgentCubed dashboard screenshot AgentCubed Software - AgentCubed calendar screenshot AgentCubed Software - AgentCubed call unit management screenshot AgentCubed Software - AgentCubed carrier plan management screenshot AgentCubed Software - AgentCubed email templates screenshot AgentCubed Software - AgentCubed leads screenshot

Features

Total features of AgentCubed: 75

  • API
  • Accounting Integration
  • Activity Tracking
  • Appointment Management
  • Approval Process Control
  • Attestation
  • Audit Trail
  • Auto-Dialer
  • Automatic Call Distribution
  • Billing & Invoicing
  • Broker / Agent Portal
  • CRM
  • Calendar Management
  • Calendar/Reminder System
  • Call Recording
  • Call Routing
  • Campaign Management
  • Cancellation Tracking
  • Carrier Upload
  • Claims Tracking
  • Client Management
  • Commission Management
  • Comparative Insurance Rating
  • Compliance Management
  • Contact Management
  • Content Management
  • Customer Portal
  • Document Management
  • Document Storage
  • Email Management
  • Email Marketing
  • For Auto Insurance
  • For Casualty Insurance
  • For Disability Insurance
  • For Health / Medical Insurance
  • For Homeowners Insurance
  • For Life Insurance
  • For Long Term Care
  • For Personal Insurance
  • For Professional Liability
  • Inbound Call Center
  • Insurance Policy Management
  • Insurance Rating
  • Interaction Tracking
  • Internal Chat Integration
  • Lead Capture
  • Lead Distribution
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Lead Segmentation
  • Marketing Automation
  • Multi-State
  • Pipeline Management
  • Policy Creation
  • Policy Generation
  • Policy Issuance
  • Policy Management
  • Policy Metadata Management
  • Policy Processing
  • Policy Training
  • Product Catalog
  • Prospecting Tools
  • Quotes/Estimates
  • Rating Engine
  • Referral Tracking
  • Reporting/Analytics
  • Segmentation
  • Self Service Portal
  • Single Data Entry
  • Source Tracking
  • Task Management
  • Territory Management
  • Version Control
  • Workflow Management

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Reviews

Overall rating

4,4 /5
(10)
Value for Money
4,8/5
Features
4,5/5
Ease of Use
4,6/5
Customer Support
4,4/5

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Showing 5 reviews of 10
Kyal M.
Overall rating
  • Industry: Insurance
  • Company size: 51-200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

AgentCubed simplifies the process of selling insurance. Our team is 35% more efficient than...

Reviewed on 2018/02/06

My team is significantly more efficient using AgentCubed than they were on our previous CRM. In...

My team is significantly more efficient using AgentCubed than they were on our previous CRM. In addition, this system supports Medicare compliance and the Multi-Channel sale.

Pros

Simple to set up and easy to use. As a lead comes into the call center, the lead is immediately available for a field agent to take action. Additionally, the system knows where the lead came from so the agent can reference it in their outreach and we can use the data for understanding marketing ROI by campaign. The lead's information is automatically shared with the best agent available to manage the lead, which increases the likelihood of converting the lead to a sale. Once the agent begins working with the lead, lead nurturing features help them properly follow up and send the right set of materials at the right time. It takes a lot of the legwork out of the process, and ensures our agents can focus solely on their personal interaction with the lead. If the lead doesn't want to complete the sale over the phone, a field agent can be dispatched through the system via SMS. The customer is always the top priority in the process. Agencies don't have to configure a 3rd party CRM to fit their business. The front-end work is already done and optimized for the insurance industry.

Robert B.
Overall rating
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support

AgentCubed Reviewed by MedicareBob

Reviewed on 2014/07/31

The Medicare Insurance Industry is very competitive and AgentCubed is one of the reasons I believe...

The Medicare Insurance Industry is very competitive and AgentCubed is one of the reasons I believe I am able to stay ahead of the competition.

Managing, Distributing, and Monitoring Leads: Owning a Medicare Insurance Telephonic Agency, one of my most expensive investments is purchasing/generating leads. AgentCubed easily allows me to integrate with all types of different lead providers/sources, more importantly I can easily manage, distribute and monitor every lead I generate or purchase.

Managing current clients: AgentCubed allows me to tack every client even after the initial purchase. Within AgentCubed, my agents can add all of the clients policy and Medicare information for future use.

AgenctCubed is a CRM that is designed for the Insurance Industry. Other CRM's will offer to "customize" their system for you, but nothing is better than a company that is designed to work within your industry.

Agent Management: As a Telephonic Insurance Agency, my agents are appointed with over 15 different insurance companies and are all licensed in various states. With AgentCubed's "Manage User Platform", I can easily manage my agents. I know that my agents are only going to speak to clients that the agent is licensed in and my agents easily can review their Appointment Writing Numbers with each Carrier they are Appointed with.

Reporting: Be prepared to spend hours within AgentCubed's Report Platform. If you are like me, you want to understand everything about your business, well AgentCubed's Reporting Platform allows you to do this. AgentCubed provides you with the ability to track: Agent Dials, Lead performance, Policy Performance and much much more.

Customer Service: My Customer Service Representative is Megan Bensley, "Top Notch" is all I can say. When I have a question or concern, all I have to do is e-mail her and it feels like I am her key focus every time.

Improvement: The Commission Tracking Feature does not allow me to depend on it 100%. Carriers pay differently depending on: the Client's State, the Carrier's product, Guarantee Issue, Client age, etc... I have not been able to use AgentCubed to track commissions. This being said, I have spent a ton of money trying to create my own automated commission tracking system with no success.

I strongly recommend AgentCubed.

Verified Reviewer
Overall rating
  • Industry: Insurance
  • Company size: 11-50 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 0.0 /10

Too Clunky to be Efficient

Reviewed on 2018/10/16

Clunky, chunky, and inefficient. Good ideas in place, but terrible execution. Would not recommend.

Clunky, chunky, and inefficient. Good ideas in place, but terrible execution. Would not recommend.

Pros

The ability to modify certain types of records is nice... but some things are still too rigid.

Cons

Finding records is frustrating. The search function is too odd to work the way it should. Entering and editing records is too clunky and rigid, and it's too difficult to move in and out of customer profiles when trying to handle multiple tasks.

Phiel daniel H.
Overall rating
  • Industry: Hospitality
  • Company size: 5 001-10 000 Employees
  • Used Daily for Free Trial
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Easy setup management system

Reviewed on 2021/06/11

Pros

The information is normally bestowed to the leading master available to bargain with the lead, which progresses the probability of changing the lead over to a bargain. When the specialist begins working with the lead, lead maintaining highlights help them with taking after and send the idealize course of action of materials at the culminate time.Very simple to utilize!

Cons

Changing records is too much badly designed and inflexible, and it's as well difficult to indeed think around moving all through client profiles when endeavoring to bargain with diverse errands.

Tishae M.
Overall rating
  • Industry: Insurance
  • Company size: Self Employed
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Helped me with my day to day!

Reviewed on 2020/09/24

Great experience and fairly easy software to learn!

Great experience and fairly easy software to learn!

Pros

I do not currently use A3 as an independent agent but I did with the company that I previously worked for and I loved it. It helped me keep track of current and prior policies, to assign to do’s to help with my follow ups, and to retain necessary documents for my files!

Cons

I wish I could have been able to merge duplicate customers easier, the client search process could be a little easier.

Showing 5 reviews of 10 Read all reviews

AgentCubed FAQs

Below are some frequently asked questions for AgentCubed.

AgentCubed offers the following pricing plans:

  • Pricing model: Subscription
  • Free Trial: Available

AgentCubed has the following typical customers:

2-10, 11-50, 51-200, 201-500, 501-1 000, 1 001+

AgentCubed supports the following languages:

English

AgentCubed supports the following devices:

Android (Mobile), iPhone (Mobile), iPad (Mobile)

AgentCubed integrates with the following applications:

IVANS Download, Quotit

AgentCubed offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat

Related categories

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