AgentCubed

Lead management and CRM solution for insurance businesses

4,3 /5 (9 reviews) Write a Review!

AgentCubed Overview

What is 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.

AgentCubed Overview

Pricing

Starting from
US$79,00/month

Pricing options

Free Trial
Subscription
Value for money

The pricing starts from $79 per user per month.


AgentCubed Features

Devices
Business size
S M L
Markets
United States
Supported Languages
English

Media

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

AgentCubed Reviews

AgentCubed Reviews

Overall rating
4,3
/
5
Excellent
6

Very good
1

Average
1

Poor
1

Terrible
0

Value for Money
4,8
Features
4,4
Ease of Use
4,6
Customer Support
4,4
78% recommended this app
Kyal M.

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

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.


Robert B.

AgentCubed Reviewed by MedicareBob

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.


Tishae M.

Helped me with my day to day!

Great experience and fairly easy software to learn!


Verified Reviewer

Too Clunky to be Efficient

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


Verified Reviewer

Agent Cubed Review

I use it to organize leads for an insurance company.


Kyal M.
Industry: Insurance
Company size: 51-200 Employees

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

Used Daily for 2+ years
Reviewed on 2018/02/06
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Robert B.

AgentCubed Reviewed by MedicareBob

Reviewed on 2014/07/31
Review Source: Capterra

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.

Rating breakdown

Ease of Use
Customer Support

Tishae M.
Industry: Insurance
Company size: Self Employed

Helped me with my day to day!

Used Daily for 6-12 months
Reviewed on 2020/09/24
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Verified Reviewer
Industry: Insurance
Company size: 11-50 Employees

Too Clunky to be Efficient

Used Daily for 1+ year
Reviewed on 2018/10/16
Review Source: Capterra

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.

Rating breakdown

Ease of Use

Likelihood to recommend: 0.0/10

Verified Reviewer
Industry: Insurance
Company size: 11-50 Employees

Agent Cubed Review

Used Daily for 2+ years
Reviewed on 2018/10/30
Review Source: Capterra

I use it to organize leads for an insurance company.

Pros

It is easy to maneuver and a useful tool to help sort leads.

Cons

The whole system can go down ocassionally.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 8.0/10

User recommendation
9,5/10
Based on 9 user ratings
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AgentCubed Pricing

AgentCubed Pricing

Starting from
US$79,00/month
Free Trial
Subscription
Value for money

The pricing starts from $79 per user per month.

The pricing starts from $79 per user per month.

Value for Money
4,8/5
Based on 9 user ratings
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AgentCubed Features

AgentCubed Features

API
Accounting Integration
Activity Dashboard
Activity Tracking
Automatic Notifications
Billing & Invoicing
Calendar Management
Customer Database
Customizable Reporting
Data Import/Export
Document Management
Document Storage
Electronic Payments
Inventory Management
Inventory Tracking
Invoice Management
Reminders
Reporting & Statistics
Search Functionality
Third Party Integration
Features
4,4/5
Based on 9 user ratings
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Categories

Additional information for AgentCubed

Additional information for AgentCubed

Key features of AgentCubed

  • Accounting Integration
  • Activity Tracking
  • Affiliate Management
  • Appointment Management
  • Auto-Dialer
  • Automatic Call Distribution
  • Billing & Invoicing
  • CRM Integration
  • Calendar Management
  • Call Recording
  • Call Routing
  • Campaign Management
  • Client Management
  • Commission Management
  • Compliance Management
  • Contact Management
  • Content Management
  • Customer Service Integration
  • Dashboard
  • Document Management
  • Document Storage
  • Email Integration
  • Email Marketing
  • Lead Capture
  • Lead Distribution
  • Lead Management
  • Lead Nurturing
  • Lead Scoring
  • Multi-State
  • Pipeline Management
  • Policy Management
  • Product Catalog
  • Prospecting Tools
  • Quote Management
  • Referral Tracking
  • Self Service Portal
  • Survey Management
  • Task Management
  • Territory Management
  • Version Control
  • Workflow Management

AgentCubed FAQs

AgentCubed FAQs

Below are some frequently asked questions for AgentCubed.

Q. What type of pricing plans does AgentCubed offer?

AgentCubed offers the following pricing plans:

Starting from: US$79,00/month

Pricing model: Subscription

Free Trial: Not Available

The pricing starts from $79 per user per month.

Q. What are the main features of AgentCubed?

AgentCubed offers the following features:

  • Accounting Integration
  • Activity Tracking
  • Affiliate Management
  • Appointment Management
  • Auto-Dialer
  • Automatic Call Distribution
  • Billing & Invoicing
  • CRM Integration
  • Calendar Management
  • Call Recording
  • Call Routing
  • Campaign Management
  • Client Management
  • Commission Management
  • Compliance Management
  • Contact Management
  • Content Management
  • Customer Service Integration
  • Dashboard
  • Document Management
  • Document Storage
  • Email Integration
  • Email Marketing
  • Lead Capture
  • Lead Distribution
  • Lead Management
  • Lead Nurturing
  • Lead Scoring
  • Multi-State
  • Pipeline Management
  • Policy Management
  • Product Catalog
  • Prospecting Tools
  • Quote Management
  • Referral Tracking
  • Self Service Portal
  • Survey Management
  • Task Management
  • Territory Management
  • Version Control
  • Workflow Management

Q. Who are the typical users of AgentCubed?

AgentCubed has the following typical customers:

Small Business, Mid Size Business

Q. What languages does AgentCubed support?

AgentCubed supports the following languages:

English

Q. What type of pricing plans does AgentCubed offer?

AgentCubed has the following pricing plans:

Subscription

Q. Does AgentCubed support mobile devices?

AgentCubed supports the following devices:

Android, iPhone, iPad

Q. What other apps does AgentCubed integrate with?

We do not have any information about what integrations AgentCubed has

Q. What level of support does AgentCubed offer?

AgentCubed offers the following support options:

Phone Support, Online Support, FAQs, Knowledge Base