Insureio

Insureio

Insureio Technologies
AgentCubed Insureio

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AgentCubed:

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.
Insureio:

About

Unleash the power of automation to streamline insurance marketing and lead management. Top producers don’t have more hours in the day than you do – they’ve just figured out a better way to use them. Insureio gives you their systematized, automated approach to selling, resulting in more sales, less paperwork, and happier clients. Track leads, events, tasks, and policies. Get forecasting for sales and productivity, with opportunities posted to your dashboard and pre-built reports for instant analytics. Minimize non-revenue-generating activities. Our drop-ticket app fulfillment offers proactive case management, approval automation, and e-Policy delivery. Automate marketing, lead generation, and sales functions. Implement lead nurture campaigns and status-driven follow-ups with a click. Quote over 40 leading carriers with our easy one-page app for term life, permanent life, LTC, disability, and annuities.
AgentCubed:

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
Insureio:

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
AgentCubed:

Audience

Proven to work best for Medium to Large size organizations in the P&C, Health, Life, and Medicare spectrum.
Insureio:

Audience

Insurance companies that need a CRM built specifically for the insurance industry
AgentCubed:

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported
Insureio:

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported
AgentCubed:

API

Offers API Not Supported
Insureio:

API

Offers API Supported
AgentCubed:

Screenshots and Videos

Insureio:

Screenshots and Videos

AgentCubed:

Pricing

No information available.
Free Version Not Supported
Free Trial Supported
Insureio:

Pricing

$25 per month
Basic: $25/month
Marketing: $50/month
Agency Management: $50/month
Marketing & Agency Management: $75/month
Free Version Not Supported
Free Trial Supported
AgentCubed:

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Insureio:

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software
AgentCubed:

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported
Insureio:

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported
AgentCubed:

Company Information

AgentCubed
Founded: 2010
United States
www.agentcubed.com
Insureio:

Company Information

Insureio Technologies
Founded: 2014
United States
insureio.com
AgentCubed:

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AgencyBloc AMS+

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AgencyBloc
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AgencyBloc AMS+

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AgencyBloc
Insureio:
AgentCubed:

Categories

Insureio:

Categories

CRM Supported
Insurance CRM Supported
Life Insurance Supported
AgentCubed:

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
Insureio:

Insurance Agency Management Features

Claims Management Not Supported
Commission Management Not Supported
Contact Management Supported
Document Management Supported
Insurance Rating Not Supported
Life & Health Supported
Policy Management Supported
Property & Casualty Not Supported
Quote Management Supported

CRM Features

Calendar/Reminder System Not Supported
Call Logging Not Supported
Document Storage Supported
Email Marketing Supported
Internal Chat Integration Not Supported
Lead Scoring Supported
Marketing Automation Integration Supported
Mobile Access Not Supported
Quotes / Proposals Supported
Segmentation Not Supported
Social Media Integration Not Supported
Task Management Supported
Territory Management Not Supported
AgentCubed:

Integrations

Compulife Not Supported
NinjaQuoter Not Supported
Insureio:

Integrations

Compulife Supported
NinjaQuoter Supported
AgentCubed:
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Insureio:
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