AgentCubed Policyflow

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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.
Policyflow:

About

Policyflow is a modern business system for UK insurance brokers and intermediaries. It connects client, contact, risk, policy, document and finance workflows across the brokerage lifecycle, from first contact through quote, bind, mid-term adjustments, servicing, renewals and reporting. Teams capture information once and reuse it across the record, reducing duplicate entry, spreadsheet work and avoidable admin. Visible status, clear ownership, role-based permissions and complete audit trails support day-to-day governance and FCA requirements. Built-in CRM, document management, reporting and exports keep operational data together, while APIs and integrations support future growth. Policyflow is designed for smaller, agile broker businesses that want to get live quickly with Essentials, with Pro available for deeper configuration and specialist workflows. Cloud-based and in production since 2015.
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
Policyflow:

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.
Policyflow:

Audience

UK insurance brokers and intermediaries, including specialty, advised, appointed representative and delegated authority businesses
AgentCubed:

Support

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

Support

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

API

Offers API Not Supported
Policyflow:

API

Offers API Not Supported
AgentCubed:

Screenshots and Videos

Policyflow:

Screenshots and Videos

AgentCubed:

Pricing

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

Pricing

$70 per user per 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:

Review this Software
Policyflow:

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
Policyflow:

Training

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

Company Information

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

Company Information

Policyflow
Founded: 2013
United Kingdom
policyflow.co.uk
AgentCubed:

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Policyflow:
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AgencyBloc AMS+

AgencyBloc AMS+

AgencyBloc
Policyflow:
Verity

Verity

VRC Insurance Systems
AgentCubed:

Categories

Policyflow:

Categories

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
Policyflow:

Insurance Agency Management Features

Claims Management 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

Insurance Policy Features

Cancellation Tracking Supported
Claims Tracking Supported
Policy Generation Supported
Policy Issuance Not Supported
Policy Processing Supported
Quotes / Estimates Supported
Rating Engine Supported
Reinstatement Tracking Not Supported
Reinsurance Administration Not Supported
Renewal Management Supported
Underwriting Management Not Supported
AgentCubed:

Integrations

Feefo Not Supported
Mailchimp Not Supported
QuickBooks Online Not Supported
Trustpilot Not Supported
Xero Not Supported
Policyflow:

Integrations

Feefo Supported
Mailchimp Supported
QuickBooks Online Supported
Trustpilot Supported
Xero Supported
AgentCubed:
Claim AgentCubed and update features and information
Claim AgentCubed and update features and information
Policyflow:
Claim Policyflow and update features and information
Claim Policyflow and update features and information