4.5 / 5 6 reviews

Who Uses This Software?

Our platform is tailored for medium to large agencies and call centers. All insurance verticals including P&C, Health, Life, and Medicare

Average Ratings

6 reviews
  • 4.5 / 5
  • 5 / 5
    Ease of Use
  • 4.5 / 5
    Customer Service
  • 5 / 5
  • 5 / 5
    Value for Money

Product Details

  • Starting Price
  • Free Version
  • Deployment
    Installed - Mac
  • Training
    In Person
    Live Online
  • Support
    24/7 (Live Rep)
    Business Hours

Vendor Details

  • AgentCubed
  • Founded 2010

About This Software

AgentCubed provides the single solution for insurance agencies. Our sales solution helps solve issues agencies may be experiencing with average time of sale by integrating quoting and enrollment. We solve your pain points with lead tracking, ROI calculation, cross-selling, compliance, finance reconciliation, and/or customer retention. We combine lead management, distribution and policy management into one easy to use platform.

  • Activity Tracking
  • Audit Trails
  • Automated Review & Approval
  • Best Practices Library
  • Call Logging
  • Campaign Management
  • Channel Management
  • Claims Management
  • Commission Management
  • Contact Management
  • Content Management
  • Customer Support
  • Dashboard
  • Document Management
  • Email Marketing
  • Insurance Rating
  • Interaction Tracking
  • Knowledge Capture
  • Lead Capture
  • Lead Distribution
  • Lead Management
  • Lead Nurturing
  • Lead Scoring
  • Lead Segmentation
  • List Management
  • Marketing Automation
  • Pipeline Management
  • Policy Creation Wizard
  • Policy Management
  • Policy Training
  • Product Catalog
  • Project Management
  • Prospecting Tools
  • Quote Management
  • Quotes / Proposals
  • Read & Acknowledge
  • Referral Tracking
  • Sales Forecasting
  • Sales Pipeline Management
  • Source Tracking
  • Survey Management
  • Territory Management
  • Version Control
  • Workflow Management

AgentCubed Latest Reviews

Automatically translated. Show original review

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

5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: 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.

Automatically translated. Show original review

AgentCubed Reviewed by MedicareBob

5 / 5
Ease of Use
5 / 5
Customer Support
Value for Money

Comments: 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.