Proformex  vs AgentCubed

Applied Epic

AgencyBloc AMS+

A1 Tracker

Applied Epic is a cloud-based insurance business management solution that helps agencies manage customer relationships, sales opportunities, accounting, benefits administration, and more. Key features include process management, document storage, messaging, electronic signature, and reporting.

AgencyBloc helps life and health insurance agencies grow their business by organizing and automating their operations with solutions to help agencies create efficiencies in sales enablement, quoting, client and policy management, commissions processing, and more.

A1 Tracker is a risk management platform designed to help businesses of all sizes manage & mitigate risks across contracts, migrations, insurance, assets & claims. A1 Tracker enables users to track, report & manage trends, reducing risks on claims for insurance premiums, product liabilities, & more.

Proformex is the leading inforce management platform offering data aggregation, analytics and portfolio monitoring for life insurance.

Access Controls/Permissions

Activity Dashboard

Alerts/Notifications

Billing & Invoicing

Cancellation Tracking

Client Management

Contact Database

Contact Management

Document Management

Document Storage

Insurance Policy Management

Life & Health

Monitoring

Policy Management

Quotes/Estimates

Real-Time Analytics

Reminders

Renewal Management

Search/Filter

Task Management

Proformex 

Web-based

AgentCubed

Basic

Small Business

Mid-size Business

Freelancers

Large Enterprises

Proformex

Bitrix24

Bitrix24 is a cloud and on-premises workspace platform combining CRM, project management, team communication, HR tools, and website.

Creatio CRM

Creatio is an AI CRM and workflow platform where people and AI agents work together with no limits on users, agents, or workflows. Built for midsize and large organizations.

Salesforce Sales Cloud

Salesforce Sales Cloud is a cloud-based Customer Relationship Management (CRM) application from Salesforce. The platform combines human sales professionals with AI-powered automation, data, and intelligence. This integrated solution is designed to help businesses of all sizes and industries.

AgentCubed is a cloud-based solution designed to help insurance businesses manage leads and distribution, customer relationships, workflows automation, and more. The platform enables agents to quote on/off-exchange products, calculate premiums, compare policies, and submit applications.

Accounting Integration

Activity Tracking

Appointment Management

Approval Process Control

Attestation

Audit Trail

Auto-Dialer

Automatic Call Distribution

Broker/Agent Portal

Calendar Management

Calendar/Reminder System

Call Recording

Call Routing

Call Scripting

Campaign Management

Carrier Upload

Claims Management

Claims Tracking

Commission Management

Comparative Insurance Rating

Compliance Management

Content Management

Customer Portal

Customizable Reports

Dashboard

Email Management

Email Marketing

For Auto Insurance

For Casualty Insurance

For Disability Insurance

For Health/Medical Insurance

For Homeowners Insurance

For Insurance Industry

For Life Insurance

For Long Term Care

For Personal Insurance

For Professional Liability

Inbound Call Center

Insurance Management

Insurance Policy Processing

Insurance Rating

Interaction Tracking

Internal Chat Integration

Knowledge Management

Lead Capture

Lead Distribution

Lead Management

Lead Nurturing

Lead Qualification

Lead Segmentation

Marketing Automation

Multi-State

Performance Metrics

Pipeline Management

Policy Creation

Policy Issuance

Policy Metadata Management

Policy Training

Product Catalog

Property & Casualty

Proposal Generation

Prospecting Tools

Rating Engine

Referral Tracking

Reporting/Analytics

Sales Pipeline Management

Segmentation

Self Service Portal

Source Tracking

Territory Management

Version Control

Workflow Management

iPad

iPhone

Android

Proformex  vs AgentCubed Comparison (2026)

Proformex vs AgentCubed Comparison (2026)

Proformex

AgentCubed

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives