AgentCubed

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.
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- Industry: Insurance
- Company size: 51–200 Employees
- Used Daily for 2+ years
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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.
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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.
- Industry: Insurance
- Company size: 11–50 Employees
- Used Daily for 1+ year
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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.
- Industry: Insurance
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
Agent Cubed Review
Reviewed on 2018/10/30
I use it to organize leads for an insurance company.
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.
- Industry: Insurance
- Company size: Self Employed
- Used Daily for 6-12 months
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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.
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:
- Pricing model: Subscription
- Free Trial: Available
Q. Who are the typical users of AgentCubed?
AgentCubed has the following typical customers:
2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000
Q. What languages does AgentCubed support?
AgentCubed supports the following languages:
English
Q. Does AgentCubed support mobile devices?
AgentCubed supports the following devices:
Android (Mobile), iPhone (Mobile), iPad (Mobile)
Q. What other apps does AgentCubed integrate with?
AgentCubed integrates with the following applications:
IVANS Download
Q. What level of support does AgentCubed offer?
AgentCubed offers the following support options:
Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat
Related categories
See all software categories found for AgentCubed.
- CRM Software
- Lead Management Software
- Insurance Agency Software
- Predictive Lead Scoring Software
- Policy Management Software
- Sales Force Automation Software
- Healthcare CRM Software
- Commercial Insurance Software
- Insurance Rating Software
- Contact Management Software
- Call Centre Software
- P&C Insurance Software
- Insurance Policy Software
- Knowledge Base Software
- Sales Tracking Software
- IT Ticketing Systems