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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.

About

Manage all your products, teams and processes in one platform (digital, call center, or field agent driven). Never, ever miss a sales opportunity. In most B2C businesses, the prospect-to-customer journey is never straightforward. In fact, there isn’t just one path-to-closure. There are multiple sales journeys, involving different channels, processes, teams, and touchpoints. LeadSquared connects them all – processes, distributed teams, and touchpoints – to give you one complete end-to-end sales execution platform – for your digital teams, call center agents, feet-on-street teams (sales, partner onboarding, service), and operations. LeadSquared cuts down all the noise that your teams constantly wade through and allows them just to focus on just their next task, enhancing their efficiency and helping them sell more. No-code sales process builder. Sketch the best-possible sales workflows for your different products & teams. The sales processes are dynamic and completely flexible.

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

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Audience

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

Audience

Companies searching for a sales CRM platform

Support

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

Support

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

API

Offers API Not Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Supported

Pricing

$25 per user per month
Free Version Not Supported
Free Trial Supported

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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Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

Pros & Cons from Real Users

Pros

  • #1- LeadSquared is the most versatile business software. #2- It offers the best marketing analytics. #3- It allows the organization to conduct email and social media campaigns in an automatic format. #4- Support team is very helpful.

Cons

  • #1- For us, their CRM structure is not up to the mark. #2- Subscription charges are high.

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

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

Company Information

AgentCubed
Founded: 2010
United States
www.agentcubed.com

Company Information

LeadSquared
Founded: 2012
India
www.leadsquared.com

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AgencyBloc AMS+

AgencyBloc AMS+

AgencyBloc

Categories

Categories

CRM Supported
Field Sales Supported
Healthcare CRM Supported
Hotel CRM Supported
Insurance CRM Supported
Lead Capture Supported
Lead Management Supported
Sales Supported
Sales Acceleration 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

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

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

CRM Features

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

Integrations

Anantya.ai Not Supported
Axis LMS Not Supported
Desktop.com Not Supported
EasyGoIVR Not Supported
EnKash Not Supported
Evidence Not Supported
Freshdesk Not Supported
KonnectzIT Not Supported
Lytics Not Supported
Microsoft Outlook Not Supported
NeverBounce Not Supported
Shift Not Supported
SilFer Bots Not Supported
Unbounce Not Supported
Verloop.io Not Supported
Vitrify IVF Software Not Supported
WordPress Not Supported
Xoxoday Not Supported
Zipteams Not Supported

Integrations

Anantya.ai Supported
Axis LMS Supported
Desktop.com Supported
EasyGoIVR Supported
EnKash Supported
Evidence Supported
Freshdesk Supported
KonnectzIT Supported
Lytics Supported
Microsoft Outlook Supported
NeverBounce Supported
Shift Supported
SilFer Bots Supported
Unbounce Supported
Verloop.io Supported
Vitrify IVF Software Supported
WordPress Supported
Xoxoday Supported
Zipteams Supported
Claim AgentCubed and update features and information
Claim AgentCubed and update features and information
Claim LeadSquared and update features and information
Claim LeadSquared and update features and information