Audience
Proven to work best for Medium to Large size organizations in the P&C, Health, Life, and Medicare spectrum.
About AgentCubed
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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Pricing
Free Trial:
Free Trial available.
Integrations
No integrations listed.
Company Information
AgentCubed
Founded: 2010
United States
www.agentcubed.com
Videos and Screen Captures
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Product Details
Platforms Supported
Cloud
Training
Documentation
Live Online
Webinars
In Person
Support
Phone Support
Online
AgentCubed Frequently Asked Questions
AgentCubed Product Features
Insurance Agency Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management
Claims Management
Lead Management
Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking
Policy Management
Approval Process Control
Attestation
Audit Trails
Policy Creation
Policy Metadata Management
Policy Training
Reporting / Analytics
Version Control
Workflow Management
Policy Library
