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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
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

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
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$25 per user per month
Free Version
Free Trial

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

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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

AgentCubed
Founded: 2010
United States
www.agentcubed.com

Company Information

LeadSquared
Founded: 2012
India
www.leadsquared.com

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Categories

Categories

Lead Management Features

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Insurance Agency Management Features

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

Policy Management Features

Approval Process Control
Attestation
Audit Trails
Policy Creation
Policy Library
Policy Metadata Management
Policy Training
Reporting / Analytics
Version Control
Workflow Management

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Integrations

Chat Agents
Clari Copilot
Cloud Dial
DataChannel
Desktop.com
Emailable
Freshpaint
Integry
Kixie PowerCall & SMS
KonnectzIT
LiveChat
Microsoft Outlook
NeverBounce
Olark
Quickwork
Shopify
Stackreaction
Unbounce
Vitrify IVF Software
Zapier

Integrations

Chat Agents
Clari Copilot
Cloud Dial
DataChannel
Desktop.com
Emailable
Freshpaint
Integry
Kixie PowerCall & SMS
KonnectzIT
LiveChat
Microsoft Outlook
NeverBounce
Olark
Quickwork
Shopify
Stackreaction
Unbounce
Vitrify IVF Software
Zapier
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