AgentCubed

4.5 / 5 5 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

5 Reviews
  • 4.5 / 5
    Overall
  • 5 / 5
    Ease of Use
  • 4 / 5
    Customer Service

Product Details

  • Free Demo
  • Deployment
    Cloud, SaaS, Web
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Online
    Business Hours

Vendor Details

  • AgentCubed
  • www.agentcubed.com/
  • Founded 2010
  • United States

About AgentCubed

AgentCubed's insurance software* combines a powerful CRM, Lead Management & Distribution, and Agency & Policy Management into one easy-to-use platform. A3 integrates with lead providers so you can automate the distribution of leads to call centers, field agents and brokers. Give your agents the ability to quote on & off exchange products, calculate premiums, compare products and submit applications directly to the exchange or carrier. *At this time, we do not service independent agents.


AgentCubed Features

  • Call Logging
  • Contact Management
  • Customer Support
  • Lead Scoring
  • List Management
  • Marketing Automation
  • Product Catalog
  • Project Management
  • Quotes / Proposals
  • Referral Tracking
  • Sales Pipeline Management
  • Territory Management

AgentCubed Reviews

Highly Recommend

Jun 13, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
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Comments: Agent Cubed is the complete solution for managing your agency. In addition their support is fantastic.

Best agency management system by a long shot.

Jun 09, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: 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.

Very easy to set up with a good account manager

May 31, 2016
4/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: 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.

Not for one person must get Min 10 Licenses

Mar 07, 2016
3/5
Overall
5 / 5
Ease of Use
1 / 5
Customer Support

Comments: 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.

AgentCubed Reviewed by MedicareBob

Jul 31, 2014
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

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.