AgentCubed

Deployment

WindowsMacLinuxAndroidiPhone/iPadWeb-based

Best for

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Overview

About AgentCubed

Our solutions have been designed specifically with the insurance industry in mind by insurance professionals who experienced all of the challenges of selling insurance today. AgentedCubed was founded on the principle of simplifying the overwhelming – breaking through all of the noise and creating a robust yet easy-to-use solution that encompasses managing leads, policies and customers – all on one platform. Unlike companies that offer one-size-fits-all solutions, ours is tailored for the insurance industry.

Through our strategic partnerships with the industry’s top vendors, we have created a single, cloud-based software solution that encompasses and manages the entire lead-to-customer lifecycle. The end result is a product that bridges the gap between receiving leads and converting those leads into revenue. Our mission is to create innovative products specific to the insurance industry, giving our clients the competitive edge they need to efficiently manage their sales goals. The AgentCubed solution is ideal for all insurance verticals, including Medicare, Health & Life (both on and off the exchange and Property & Casualty.

At a glance

Software information

Industries served, licensing and the support AgentCubed provides.

Licensing

  • Quote Based

Support

  • Phone
  • Email
  • Online (Ticket)

Training

  • Help Guides
  • Video Guides
  • Blogs

Knowledge Base

  • Help Guides
  • Video Guides
  • Blogs
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Capabilities

AgentCubed features

The full feature set, grouped by module.

Lead Management Software

  • Contact Management
  • Lead Capture
  • Lead Distribution
  • Lead Nurturing
  • Lead Segmentation
  • Operations Management

Policy Management Software

  • Approval Process Control
  • Attestation
  • Audit Trails
  • Compliance Management
  • Dashboard
  • Policy Creation
  • Policy Metadata Management
  • Policy Training
  • Reports
  • Version Control
  • Workflow Management

Plans

AgentCubed pricing

Free Version
No
Payment Frequency
Quote Based

Media

Screenshots & video

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