AgentCubed

Claim Profile

A Powerful All-In-One Platform Built For Insurance Teams

No approved reviews yet. Be the first to review
Visit Website Write a Review
Listed In
Decision Snapshot

AgentCubed Evaluation Snapshot

Review the most important product facts, official access information, and SoftwareWorld’s page-level trust standards in one place.

User RatingNot rated yet
Starting PriceContact Vendor
Free TrialNot specified
Free VersionNo
APIAvailable
DeploymentCloud Hosted
HeadquartersUnited States
✎
Buyer Contribution

Your AgentCubed experience can help other buyers

Used AgentCubed? Share an honest review about usability, features, support, and overall experience. Your feedback can help other buyers evaluate the product with greater confidence.

Reviews are published after SoftwareWorld moderation.

Write a Review
Trust & Transparency

Why Buyers Can Trust This Page

Structured Product Information

Consistent buyer-focused fields make software profiles easier to evaluate.

Clear Sponsored Disclosure

Paid placements are labeled and separated from product facts and reviews.

Editorial Independence

Sponsored participation does not influence SoftwareWorld's editorial assessment.

Data Transparency

Pricing and availability can change, so current details should be confirmed with the vendor.

Product Overview

AgentCubed Overview

Product description, media, company details, support, training, deployment, customer size, languages, and industries.

About AgentCubed

AgentCubed is an innovative software solution designed specifically for insurance agents and agencies. It stands out with its all-in-one functionality, blending CRM, lead management, and policy enrollment into a single, streamlined platform. The software excels in lead tracking and distribution, ensuring agents can capture and follow up on leads efficiently. Its CRM capabilities are robust, enabling detailed client profiles and interaction tracking to enhance customer relationships. Policy management is simplified, allowing for easy enrollment and tracking of insurance policies. AgentCubed also offers real-time reporting and analytics, providing valuable insights for business growth and decision-making. With its intuitive interface, the software is user-friendly, making it suitable for both novice and experienced users. AgentCubed effectively integrates key aspects of insurance sales and management, boosting productivity and client satisfaction.
Company AgentCubed
Founded 2010
Headquarters United States
Employees 11-50

Support

Email Phone Chat Knowledge Base

Training

In-person Webinar Documentation

Licensing & Deployment

Proprietary Cloud Hosted Web-Based iPhone Android

Typical Customers

Small-Business Midsize-Business Large-Enterprise-Business
Languages Supported 1 language available
English
Industries Served 2 industries available
Information Services Information Technology & Services
Category-Based Capabilities

AgentCubed Features

Each category combines the selected software category, its category-specific description, and the features assigned to that category.

Healthcare CRM Software 30 selected features Open category ↗ ⌄
Patient Communications Alerts/Notifications Self Service Portal Records Management Social Media Integration Patient Management Document Management Predictive Analytics Lead Management Live Chat Forms Management Physician Management Contact Management Client Portal Forecasting Chat/Messaging Appointment Management Task Management Referral Tracking Medical History Records Campaign Management Marketing Automation Calendar Management Automated Scheduling Audience Targeting Email Management HIPAA Compliant Multi-Location Pipeline Management Billing & Invoicing
Call Center Software 30 selected features Open category ↗ ⌄
Call Recording Computer Telephony Integration Call Routing Call Monitoring Call Logging Call Center Management Activity Dashboard Call Tracking Callback Scheduling Progressive Dialer Manual Dialer Call Transfer Voice Mail Contact Management Inbound Call Center Chat/Messaging Outbound Call Center Alerts/Escalation CRM Multi-Channel Communication IVR/Voice Recognition Call Scripting Caller ID Automatic Call Distribution Queue Management Call Reporting Auto-Dialer Blended Call Center Predictive Dialer Interaction Tracking
Contact Management Software 26 selected features Open category ↗ ⌄
Search/Filter Pipeline Management Social Media Integration Data Import/Export Prospecting Tools Task Management Customer Database Campaign Management Lead Nurturing Segmentation Email Management CRM Sales Forecasting Contact Management Calendar Management Document Storage Drag & Drop Collaboration Tools Lead Management Sales Pipeline Management Lead Distribution Email Marketing Opportunity Management Data Synchronization Interaction Tracking Lead Capture
Lead Management Software 28 selected features Open category ↗ ⌄
Lead Nurturing Sales Reports Social Media Integration Monitoring Pipeline Management Template Management Lead Qualification Calendar Management Sales Forecasting Lead Distribution Prospecting Tools Task Management Document Storage Lead Segmentation Reminders Email Tracking Interaction Tracking CRM Web Forms Email Marketing Lead Capture Campaign Management Contact Management Workflow Management Sales Trend Analysis Source Tracking Lead Generation Opportunity Management
Commercial Insurance Software 11 selected features Open category ↗ ⌄
Billing & Invoicing Customer Portal Commission Management Insurance Rating Claims Management Reinsurance Administration Quotes/Estimates Broker/Agent Portal Risk Assessment Underwriting Management Document Management
Insurance Software 14 selected features Open category ↗ ⌄
Insurance Rating Contact Management Insurance Policy Management Document Management Claims Management Self Service Portal Property & Casualty Commission Management Policy Management Life & Health Workflow Management Audit Trail Quotes/Estimates Activity Tracking
Insurance Policy Software 11 selected features Open category ↗ ⌄
Rating Engine Billing & Invoicing Forms Management Renewal Management Cancellation Tracking Commission Management Claims Tracking Policy Issuance Reinstatement Tracking Underwriting Management Quotes/Estimates
Insurance Rating Software 10 selected features Open category ↗ ⌄
For Personal Insurance Multiple Line Rating Claims Management MGA Administration Commercial Lines Comparative Insurance Rating Customizable Reports Carrier Upload Broker/Agent Portal Multi-State
Knowledge Base Software 16 selected features Open category ↗ ⌄
Full Text Search Self Service Portal SEO Management Customizable Branding Feedback Management Reporting/Analytics Rich Text Editor Cataloging/Categorization Multi-Language Customizable Templates Collaboration Tools User Management Drag & Drop Editor Mobile Interface WYSIWYG Editor Knowledge Management
P&C Insurance Software 14 selected features ⌄
Billing & Invoicing Commission Management Insurance Rating Claims Management Document Management Reinsurance Administration Quotes/Estimates Customer Portal Underwriting Management Third-Party Integrations Broker/Agent Portal Insurance Policy Management Property & Casualty Reporting/Analytics
Policy Management Software 18 selected features Open category ↗ ⌄
Policy Creation Compliance Management Risk Assessment Policy Training Approval Process Control Sarbanes-Oxley Compliance Single Sign On Policy Metadata Management Self Service Portal Search/Filter Document Management Configurable Workflow Attestation Version Control Role-Based Permissions Audit Management Customizable Templates Archiving & Retention
Predictive Lead Scoring Software 11 selected features Open category ↗ ⌄
AI/Machine Learning Alerts/Notifications Predictive Analytics Lead Distribution Lead Qualification Data Enrichment Demographic/Firmographic Data Customizable Scoring Prioritization Process/Workflow Automation Multiple Scoring Models
Sales Force Automation Software 17 selected features Open category ↗ ⌄
Email Marketing Campaign Management Pipeline Management Lead Management Lead Capture Referral Tracking Sales Activity Management Performance Metrics Third-Party Integrations Customer Database Territory Management Activity Dashboard Forecasting Contact Management Task Management Opportunity Management Customizable Fields
Sales Tracking Software 17 selected features Open category ↗ ⌄
Sales Pipeline Management Lead Management Reporting/Analytics Appointment Scheduling Task Management Interaction Tracking Alerts/Notifications Customizable Reports Activity Dashboard Commenting/Notes Third-Party Integrations Data Import/Export Lead Scoring Document Management Email Templates Call Logging Search/Filter
CRM Software 29 selected features Open category ↗ ⌄
Referral Tracking Mobile Access Lead Qualification Contact Database Sales Pipeline Management Territory Management Quotes/Estimates Customizable Fields Calendar/Reminder System Marketing Automation Task Management Interaction Tracking Social Media Integration Pipeline Management Lead Capture Forecasting Contact Management Email Management Lead Generation Workflow Management Activity Dashboard Internal Chat Integration Segmentation Alerts/Notifications Document Storage Lead Management Reporting/Analytics Data Import/Export AI/Machine Learning
IT Ticketing Systems Software 31 selected features Open category ↗ ⌄
Access Controls/Permissions Activity Dashboard Alerts/Escalation Asset Lifecycle Management Automated Responses Automated Routing Change Management Collaboration Tools Configurable Workflow Customizable Branding Customizable Fields Customizable Forms Customizable Reports Customizable Templates Help Desk Management Incident Management IT Asset Management Knowledge Base Management Macros/Templated Responses Multi-Channel Communication Multi-Language Prioritization Problem Management Release Management Reporting/Analytics Self Service Portal Service Catalog Service Reporting Support Ticket Management Support Ticket Tracking Task Management
Pricing Information

AgentCubed Pricing

Pricing type, currency, trial availability, payment frequency, destination links, and package-level starting prices.

Pricing Type Contact Vendor
Preferred Currency USD ($)
Free Trial NA
Free Version NA
Payment Frequency NA
Frequently Asked Questions

AgentCubed FAQs

Answers generated from approved profile information, selected options, packages, integrations, support, training, deployment, and devices.

AgentCubed is an innovative software solution designed specifically for insurance agents and agencies. It stands out with its all-in-one functionality, blending CRM, lead management, and policy enrollment into a single, streamlined platform. The software excels in lead tracking and distribution, ensuring agents can capture and follow up on leads efficiently. Its CRM capabilities are robust, enabling detailed client profiles and interaction tracking to enhance customer relationships. Policy management is simplified, allowing for easy enrollment and tracking of insurance policies. AgentCubed also offers real-time reporting and analytics, providing valuable insights for business growth and decision-making. With its intuitive interface, the software is user-friendly, making it suitable for both novice and experienced users. AgentCubed effectively integrates key aspects of insurance sales and management, boosting productivity and client satisfaction.

  • No, AgentCubed does not offer a free version.

  • No, AgentCubed does not offer any free trial.

  • Yes, AgentCubed offers an API.

  • AgentCubed offers support with the following options:
    • Email , Phone , Chat , Knowledge Base

  • AgentCubed offers training with the following options:
    • In-person , Webinar , Documentation

  • AgentCubed supports the following languages:
    • English

  • Following are the typical users of the AgentCubed:
    • Small-Business , Midsize-Business , Large-Enterprise-Business

  • AgentCubed supports the following deployment:
    • Cloud Hosted

  • AgentCubed supports the following devices and operating systems:
    • Web-Based , iPhone , Android
Are you an authorized AgentCubed representative?

Claim this profile with an official business email to request management access. Public product information and approved reviews remain available before the profile is claimed.

Claim Profile Profile Support
Write a Review Visit Website ↗
Get Expert Help