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
Powerful new HRAs simplify the process of providing health insurance and provide you with peace of mind. Say goodbye to complicated group plans. Get started by answering a few questions about how you'd like your HRA to work. Don't worry, our platform will guide you through the process and put you in control as you craft your plan. Once you are done designing your HRA, we'll get busy taking care of the legal requirements and getting your employees setup on our platform. Once your HRA is established and your employees are setup on our platform, we will begin helping you manage the claims process. Each day we work to bring about a healthcare system that gives you peace of mind because we believe people deserve a clearer path to health insurance.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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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
Companies looking for a health insurance solution for their employees
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
$15 per user per month
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationAgentCubed
Founded: 2010
United States
www.agentcubed.com
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Company InformationTake Command
Founded: 2014
United States
www.takecommandhealth.com
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Categories |
Categories |
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Insurance Agency Management Features
Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management
Lead Management Features
Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking
Policy Management Features
Approval Process Control
Attestation
Audit Trails
Policy Creation
Policy Library
Policy Metadata Management
Policy Training
Reporting / Analytics
Version Control
Workflow Management
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Integrations
No info available.
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Integrations
No info available.
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