Related Products
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About
Founded on the principle of simplifying the overwhelming, AgentCubed is a popular cloud-based software for organizations that need a robust but simple answer to what is essential when working in the insurance space. The company's tailored solution does this by bringing together a three-in-one solution that combines - Lead Management & Distribution, Agency & Policy Management, and Customer Relationship Management. Cutting down on the need to incorporate any third party software that often does not adequately communicate or automate, delaying an agent's ability to take a customer from A to Z.
AgentCubed provides an easy to navigate online dashboard to give an agent the flexibility of managing leads by opportunity status, date, or disposition. The built-in calculator allows for a smooth quotation process that walks both the agent and prospect through the entire operation. Maximizing the efficiency of your business while increasing compliance adherence, client retention, and more.
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About
Harness the power of data and technology to chart a path to the future. Efficient, secure, compliant, and scalable frameworks that cover end-to-end processes and services to support your institution’s performance and impact. Leverage cutting edge digital technologies to redefine customer engagement and improve operational efficiencies. Cutting-edge technology and deep domain expertise that help you get to market faster and accrue value sooner. Our solutions and frameworks are lightweight and user-friendly. They seamlessly fit into your processes, reduce errors with automation and increase performance. Agile DNA. Expertise and experience across cutting-edge technologies that supercharge your digital transformation efforts. Good things happen when a company prioritizes innovation and digital transformation in its business strategy. Cutting-edge technology, business and digital transformation frameworks and deep domain expertise in HealthTech, InsurTech, and FinTech.
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Audience
Proven to work best for Medium to Large size organizations in the P&C, Health, Life, and Medicare spectrum.
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Audience
Insurance agencies and companies in need of a solution to improve their insurance operations and services
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Supported
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Supported
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Company InformationAgentCubed
Founded: 2010
United States
www.agentcubed.com
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Company InformationExcellarate
United States
www.excellarate.com
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Alternatives |
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Categories |
Categories |
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Insurance Agency Management Features
Claims Management
Not Supported
Commission Management
Supported
Contact Management
Supported
Document Management
Supported
Insurance Rating
Supported
Life & Health
Supported
Policy Management
Supported
Property & Casualty
Supported
Quote Management
Supported
Lead Management Features
Activity Tracking
Supported
Campaign Management
Supported
Lead Capture
Supported
Lead Distribution
Supported
Lead Nurturing
Supported
Lead Scoring
Supported
Lead Segmentation
Supported
Pipeline Management
Supported
Prospecting Tools
Supported
Source Tracking
Supported
Policy Management Features
Approval Process Control
Supported
Attestation
Supported
Audit Trails
Supported
Policy Creation
Supported
Policy Library
Not Supported
Policy Metadata Management
Supported
Policy Training
Supported
Reporting / Analytics
Supported
Version Control
Supported
Workflow Management
Supported
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Insurance Agency Management Features
Claims Management
Not Supported
Commission Management
Not Supported
Contact Management
Not Supported
Document Management
Not Supported
Insurance Rating
Not Supported
Life & Health
Supported
Policy Management
Not Supported
Property & Casualty
Supported
Quote Management
Not Supported
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Integrations
No info available.
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Integrations
No info available.
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