--- title: "AgentCubed Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about AgentCubed Software - reviews, pricing plans, popular comparisons to other CRM products and more." source_url: "https://www.capterra.com/p/135371/AgentCubed/" page_type: "product" language: "en" publication_date: "2026-10-19" --- # AgentCubed Software Review 2026: Features, Integrations, Pros & Cons Last updated on October 19, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) AgentCubed ## What is AgentCubed? AgentCubed's simple solution eliminates the need for multiple systems by allowing access to all customers in one easy-to-use platform. AgentCubed offers insurance agencies (health/P&C) and health plans the features they need to convert a lead to a customer. From integrated telephony to call scripting to quoting, our solution gives you all the tools you need. We've even ensured a lead is never forgotten by using automatic distribution of follow-up tasks, built-in calendar and event reminders. ## What is AgentCubed used for? [Insurance Policy](https://www.capterra.com/insurance-policy-software/)[Knowledge Base](https://www.capterra.com/knowledge-base-software/)[Lead Management](https://www.capterra.com/lead-management-software/) Top alternative Featured Overall rating Based on 10 user reviews Reviews sentiment Positive \- Neutral \- Negative \- ### Starting price Free trial available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for AgentCubed?[Manage this product listing](https://www.g2.com/products/agentcubed/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### AgentCubed 4.4 (10) VS. [4.2 (1,009)](https://www.capterra.com/p/113540/Bitrix24/reviews/) Starting Price Contact vendor Starting Price $69 Flat Rate, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.6 (10) Ease Of Use 4.0 (977) Value For Money 4.8 (5) Value For Money 4.2 (799) Customer Service 4.4 (9) Customer Service 4.0 (770) ## AgentCubed alternatives Highest Rated [4.7 (151)](https://www.capterra.com/p/130149/bpm-online-CRM/reviews/) Starting price $40.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars [4.4 (18,833)](https://www.capterra.com/p/61368/Salesforce/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars [4.6 (912)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/) Starting price $14.99 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [4.2 (1,339)](https://www.capterra.com/p/135618/Odoo/reviews/) Starting price $31.10 Per User, Per Month Pricing Options Free Trial Free Version User Rating 83% of reviewers rated it above 4 stars ## FAQs about AgentCubed Overview ### What company size and specific industries is AgentCubed built for? AgentCubed is designed for medium to large agencies and call centers in the insurance industry, including property and casualty, health, life, and Medicare verticals. It fits organizations that need software built for insurance-focused sales and service operations rather than general-purpose business use. Features and Usability ### What are the key features of AgentCubed? AgentCubed offers CRM, lead management, and sales pipeline management for tracking prospects and opportunities. It also includes auto-dialer, automatic call distribution, call recording, and call routing for contact handling, plus policy management, rating engine, quotes/estimates, commission management, and reporting/analytics for insurance workflows. Integrations ### Which third-party tools and platforms does AgentCubed integrate with? AgentCubed integrates with IVANS Download for insurance data exchange and policy-related workflows. Getting Started and Support ### What training and onboarding options does AgentCubed offer? AgentCubed provides in person training, live online sessions, webinars, and documentation. In person training supports face-to-face instruction, live online sessions cover guided remote learning, webinars present scheduled topic-based sessions, and documentation offers written reference material for self-paced review. Getting Started and Support ### What customer support options does AgentCubed offer? AgentCubed provides email/help desk, FAQ/forum, knowledge base, phone support, and chat. These channels give users multiple ways to get assistance, but no reviewer feedback is available here to describe response times, helpfulness, or common support frustrations. ## Features AI summary Based on 14,838 CRM reviews Capterra reviewers highlight the following as the CRM features buyers care about most: - **Data Security** (**51%** of reviewers rated this feature as critical) - **Customer Database** (**52%**) - **Real-Time Data** (**56%**) AgentCubed includes other CRM capabilities that reviewers also value, such as **Contact Management** (**44%**). This feature gives teams a central place to organize prospect and customer details, track interactions, and keep outreach efforts consistent, helping businesses manage relationships more effectively and support day-to-day sales and service work. Contact Management 5.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Manage, organize, and store contact information Calendar/Reminder System 5.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Notifications/alerts for upcoming events or tasks Document Storage 5.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Store and organize documents in a centralized system Interaction Tracking 5.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Track interaction history by documenting conversations for contacts Lead Management 5.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Store information about leads or contacts and track, manage and nurture them throughout the sales process Quotes/Estimates 5.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Generate quotes or estimates for customers AgentCubed 78 features ### All Features - Accounting Integration: Integrate with a third-party accounting system - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - API: Application programming interface that allows for integration with other systems/databases - Appointment Management: Manage various aspects of appointments including booking, rescheduling, canceling - Approval Process Control: Manage the process of evaluating documents or requests submitted for approval - Attestation: Collect, track and store acknowledgements that policies have been read and understood - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Auto-Dialer: System that automatically dials calls - Automatic Call Distribution: Distribute/route/connect calls - Billing & Invoicing: Create, manage, and send invoices or bills to customers - Broker/Agent Portal: Online portal for brokers/agents to add, edit, update or access required information - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Calendar/Reminder System: Notifications/alerts for upcoming events or tasks - Call Recording: Record the audio of phone conversations for quality assurance purposes - Call Routing: Sends voice calls to a specific queue based on predetermined criteria - Call Scripting: Provide agents with a typical response for common call subject matter - Campaign Management: Create a collection of marketing actions to complete specific goals and plan and analyze campaign results - Cancellation Tracking: Track cancellations of policies, accounts, orders, appointments, etc. - Carrier Upload: Upload documents provided by Insurance Carriers - Claims Management: Process of submitting and following up on claims with insurance companies - Claims Tracking: Process of tracking new and submitted claims and the status of submitted claims - Client Management: Manage contact details and communication with clients - Commission Management: Tracking, calculating, and paying commissions and earnings to employees - Comparative Insurance Rating: Rate insurance claims based on comparative instances - Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier - Contact Management: Manage, organize, and store contact information - Content Management: Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customer Portal: A website or login for customers to access information - Customizable Reports: Alter the layout and content of reports - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Email Management: Manage, store and organize emails within the system or via third-party apps - Email Marketing: Create and send email blasts/campaigns - For Health/Medical Insurance: Specialized to handle cases of health or medical insurance based on various factors related to the insurer - For Insurance Industry: Intended to be used by insurers - For Long Term Care: Specifically for long term care providers - Inbound Call Center: A call center that primarily receives calls, typically customer service focused - Insurance Management: Involves selling of insurance solutions, managing policies, handling claims & assessing risk and coverage - Insurance Policy Management: Create, administer and manage insurance policies for various customers and insurance lines - Insurance Policy Processing: Process new insurance policies or modifications to existing policies. - Interaction Tracking: Track interaction history by documenting conversations for contacts - Internal Chat Integration: Incorporation of a chat or messaging system within an organization's internal communication infrastructure - Knowledge Management: Gather, organize, share, and analyze knowledge in terms of resources, documents, and people skills - Lead Capture: Automatically identify and save contact information of potential customers - Lead Distribution: Route and distribute your leads to third party buyers - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Lead Nurturing: Engage with a lead throughout the sales process by actively providing information - Lead Qualification: Score a lead on their quality or likelihood to buy based on certain behaviors - Lead Segmentation: Divide leads into buckets based on predefined criteria and routing rules - Marketing Automation: Automate workflows and trigger campaigns based on customer actions - Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user - Multi-State: Pay employees in multiple states with correct tax deduction amounts in each - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. - Policy Creation: Create new policies or alter existing policies - Policy Issuance: Process of creating insurance policies and assigning them to policyholders - Policy Management: Create, manage, and track policies and procedures within an organization - Policy Metadata Management: Group policies by type for easy classification and discovery - Policy Training: Train and educate employees on existing and/or new procedures and policies - Product Catalog: Present a catalog of inventory that customers can view - Property & Casualty: Specialized for companies in property and casualty (P&C) insurance sector - Proposal Generation: Create proposals based on costs of labor and materials - Prospecting Tools: Tools designed to streamline the process of lead generation and management for sales teams - Quotes/Estimates: Generate quotes or estimates for customers - Rating Engine: The calculation of a price/premium based on specific variables. - Referral Tracking: Log and store the source of contacts/leads - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Sales Pipeline Management: Pipeline view and tracking lead status - Segmentation: Group leads or contacts based on their specific characteristics - Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information - Task Management: Create, manage and track all task activities and progression - Territory Management: Organize customer data and accounts by user or geography - Version Control: Track revisions and updates made to files and navigate between different versions - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.5 (6) 4.5 Based on 6 reviews ## Pricing Value for money 4.8 (5) ### Starting price Free trial available Value for money 4.8 (5) 4.8 Based on 5 reviews ## Integrations [ IVANS Download](https://www.capterra.com/p/235001/IVANS-Download/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.4 (9) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.4 (9) 4.4 Based on 9 reviews ## User reviews Overall rating 4.4 Based on 10 reviews Filter by rating Counts reflect reviews available in this feed. 5(7) 4(1) 3(1) 2(1) 1(0) Mentioned topic Recent reviews first, then most helpful RE Reviewer Senior Vice President - HealthCompare Insurance Services Inc. Used the software for: 3-5 years ### "AgentCubed simplifies the process of selling insurance. Our team is 35% more efficient than before." 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 February 7, 2018 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Founder ### "AgentCubed Reviewed by MedicareBob" 5.0 August 3, 2014 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Verified Reviewer Licensed Insurance Sales Producer Used the software for: 1-3 years ### "Too Clunky to be Efficient" 2.0 October 18, 2018 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Verified Reviewer Volunteer Used the software for: 3-5 years ### "Agent Cubed Review" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 November 2, 2018 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Tishae M. Insurance Agent Used the software for: Less than 1 year ### "Helped me with my day to day!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 October 1, 2020 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Casino Used the software for: I used a free trial ### "Easy setup management system" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 June 16, 2021 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer President ### "Best agency management system by a long shot." 5.0 May 17, 2017 There are so many features and reporting capabilities designed to help agency managers and independent agents optimize their productivity and efficiency. We have thousands of agents with a wide array of needs - AgentCubed is ideal for allowing agents with unique needs utilize the platform to the extent that works best for them. We've also been impressed with the continued evolution of AgentCubed over the years and their willingness to innovate along with our changing needs. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer COO ### "Very easy to set up with a good account manager" 4.0 May 17, 2017 In general, it is a very clean system that works if you work with it. There is no system out there that does everything you want from day one. If you invest the time to learn the system, it will reward you with a great working CRM. The cons are that you have some limits in the system without spending a lot on programming time. This is true of every system you will look into so I am not sure if this is a con with AgentCubed or CRMs in general. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Used the software for: Less than 1 year ### "Highly Recommend " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 17, 2017 Agent Cubed is the complete solution for managing your agency. In addition their support is fantastic. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer CIO ### "Not for one person must get Min 10 Licenses" 3.0 May 17, 2017 I was given access to this CRM Rater for evaluation purposes, The look is very simple, you can get up and running quickly very intuitive but I contacted the company and they only do a minimum of 10 seats at $1000.00 a bit too much when competitors have the same for under $50.00 and don't require minimums. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/135371/AgentCubed/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.