# AgentCubed Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about AgentCubed Software - reviews, pricing plans, popular comparisons to other CRM products and more.

Source: https://www.capterra.com/p/135371/AgentCubed/pricing

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# 

 AgentCubed Software Review 2026: Features, Integrations, Pros & Cons

Last updated on March 13, 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)[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/)

Overall rating

Based on 10 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Contact vendor  
for pricing

Free trial  
available

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## 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 (983)](https://www.capterra.com/p/113540/Bitrix24/reviews/)

Starting Price

Contact vendor

Starting Price

$61

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 (951)

Value For Money

4.8 (5)

Value For Money

4.2 (774)

Customer Service

4.4 (9)

Customer Service

4.0 (746)

## AgentCubed alternatives

[4.4 (18,765)](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

[4.3 (6,964)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/)

Starting price

$14.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

85%

of reviewers

rated it above 4 stars

Highest Rated

[4.7 (907)](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 (1,291)](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

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

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

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

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

Integrate with a third-party accounting system

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Track and document all activities across devices, networks, and other systems

Application programming interface that allows for integration with other systems/databases

Manage various aspects of appointments including booking, rescheduling, canceling

Manage the process of evaluating documents or requests submitted for approval

Collect, track and store acknowledgements that policies have been read and understood

A record of all activities within the system, including user access, changes made, etc.

System that automatically dials calls

Distribute/route/connect calls

Create, manage, and send invoices or bills to customers

Online portal for brokers/agents to add, edit, update or access required information

Track and manage schedules and meetings via an integrated calendar

Notifications/alerts for upcoming events or tasks

Record the audio of phone conversations for quality assurance purposes

Sends voice calls to a specific queue based on predetermined criteria

Provide agents with a typical response for common call subject matter

Create a collection of marketing actions to complete specific goals and plan and analyze campaign results

Track cancellations of policies, accounts, orders, appointments, etc.

Upload documents provided by Insurance Carriers

Process of submitting and following up on claims with insurance companies

Process of tracking new and submitted claims and the status of submitted claims

Manage contact details and communication with clients

Tracking, calculating, and paying commissions and earnings to employees

Rate insurance claims based on comparative instances

Track and manage adherence to policies for any service, product, process, or supplier

Manage, organize, and store contact information

Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

A website or login for customers to access information

Alter the layout and content of reports

Assembly of graphs and charts for visualizing and tracking statistics/metrics

Store, manage, and track all electronic documents in a centralized location

Store and organize documents in a centralized system

Manage, store and organize emails within the system or via third-party apps

Create and send email blasts/campaigns

Specialized to handle cases of health or medical insurance based on various factors related to the insurer

Intended to be used by insurers

Specifically for long term care providers

A call center that primarily receives calls, typically customer service focused

Involves selling of insurance solutions, managing policies, handling claims & assessing risk and coverage

Create, administer and manage insurance policies for various customers and insurance lines

Process new insurance policies or modifications to existing policies.

Track interaction history by documenting conversations for contacts

Incorporation of a chat or messaging system within an organization's internal communication infrastructure

Gather, organize, share, and analyze knowledge in terms of resources, documents, and people skills

Automatically identify and save contact information of potential customers

Route and distribute your leads to third party buyers

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Engage with a lead throughout the sales process by actively providing information

Score a lead on their quality or likelihood to buy based on certain behaviors

Divide leads into buckets based on predefined criteria and routing rules

Automate workflows and trigger campaigns based on customer actions

Observe and track the demand, usage, progress or quality of a system, product, or user

Pay employees in multiple states with correct tax deduction amounts in each

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.

Create new policies or alter existing policies

Process of creating insurance policies and assigning them to policyholders

Create, manage, and track policies and procedures within an organization

Group policies by type for easy classification and discovery

Train and educate employees on existing and/or new procedures and policies

Present a catalog of inventory that customers can view

Specialized for companies in property and casualty (P&C) insurance sector

Create proposals based on costs of labor and materials

Tools designed to streamline the process of lead generation and management for sales teams

Generate quotes or estimates for customers

The calculation of a price/premium based on specific variables.

Log and store the source of contacts/leads

Timed notification for any upcoming task, deadline, appointment, or activity

View and track pertinent metrics to find patterns and gain insights from data

Pipeline view and tracking lead status

Group leads or contacts based on their specific characteristics

Online portal through which end users can access the system, manage tasks, or obtain information

Create, manage and track all task activities and progression

Organize customer data and accounts by user or geography

Track revisions and updates made to files and navigate between different versions

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

Contact vendor  
for pricing

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

5(7)

4(1)

3(1)

2(1)

1(0)

Mentioned topic

Sorted by most recent

PD

Phiel Daniel H.

Casino

Hospitality

### "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 11, 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.

Switched from

[PDF Conversion SDK](https://www.capterra.com/p/180222/PDF-Conversion-SDK/)

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.

TM

Tishae M.

Insurance Agent

Insurance

### "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

September 24, 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

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

AU

Anonymous User

Volunteer

Insurance

### "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

October 30, 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

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

AU

Anonymous User

Licensed Insurance Sales Producer

Insurance

### "Too Clunky to be Efficient"

2.0

Overall Rating

2.0

2.0

Ease of Use

2.0

2.0

Features

3.0

3.0

Customer Service

0.0

0.0

Likelihood to Recommend

0/10

October 16, 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

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Kyal M.

Senior Vice President - HealthCompare Insurance Services Inc.

Insurance

### "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 6, 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.

JB

Jana B.

Insurance

### "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

June 13, 2016

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.

ST

Steve T.

President

### "Best agency management system by a long shot."

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

0.0

0.0

Customer Service

5.0

5.0

Likelihood to Recommend

0/10

June 9, 2016

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.

DF

David F.

COO

### "Very easy to set up with a good account manager"

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

0.0

0.0

Customer Service

5.0

5.0

Likelihood to Recommend

0/10

May 31, 2016

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.

JB

John B.

CIO

### "Not for one person must get Min 10 Licenses"

3.0

Overall Rating

3.0

3.0

Ease of Use

5.0

5.0

Features

0.0

0.0

Customer Service

1.0

1.0

Likelihood to Recommend

0/10

March 8, 2016

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.

RB

Robert B.

Founder

### "AgentCubed Reviewed by MedicareBob"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

0.0

0.0

Customer Service

5.0

5.0

Likelihood to Recommend

0/10

July 31, 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.

[View all Reviews](https://www.capterra.com/p/135371/AgentCubed/reviews/)

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