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Proformex vs AgentCubed Comparison (2026)
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Good recommendations?
Proformex
AgentCubed
5
7
4
1
3
1
2
1
1
0
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Overview
Proformex is the leading inforce management platform offering data aggregation, analytics and portfolio monitoring for life insurance.
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.
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
Video & Screenshots
Pricing
User reviews
No reviews
5
4
3
2
1
0
0
0
0
0
- Value for money
- Ease of use
- Features
- Customer support
4.4
10
5
4
3
2
1
7
1
1
1
0
- Value for money
- Ease of use
- Features
- Customer support
Pros
Not enoughreviews yet
Pros
Not enoughreviews yet
Cons
Not enoughreviews yet
Cons
Not enoughreviews yet
- Vendor responds to reviews
- Last reviewN/A
- Vendor responds to reviews
- Last review5 years ago
Key features
- Total features20
- API
- Access Controls/Permissions
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Appointment Management
- Approval Process Control
- Attestation
- Audit Trail
- Auto-Dialer
- Automatic Call Distribution
- Billing & Invoicing
- Broker/Agent Portal
- CRM
- Calendar Management
- Calendar/Reminder System
- Call Recording
- Call Routing
- Call Scripting
- Campaign Management
- Cancellation Tracking
- Carrier Upload
- Claims Management
- Claims Tracking
- Client Management
- Commission Management
- Comparative Insurance Rating
- Compliance Management
- Contact Database
- Contact Management
- Content Management
- Customer Portal
- Customizable Reports
- Dashboard
- Document Management
- Document Storage
- 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 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
- Life & Health
- Marketing Automation
- Monitoring
- Multi-State
- Performance Metrics
- Pipeline Management
- Policy Creation
- Policy Issuance
- Policy Management
- Policy Metadata Management
- Policy Training
- Product Catalog
- Property & Casualty
- Proposal Generation
- Prospecting Tools
- Quotes/Estimates
- Rating Engine
- Real-Time Analytics
- Referral Tracking
- Reminders
- Renewal Management
- Reporting/Analytics
- Sales Pipeline Management
- Search/Filter
- Segmentation
- Self Service Portal
- Source Tracking
- Task Management
- Territory Management
- Version Control
- Workflow Management
- Total features87
- API
- Access Controls/Permissions
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Appointment Management
- Approval Process Control
- Attestation
- Audit Trail
- Auto-Dialer
- Automatic Call Distribution
- Billing & Invoicing
- Broker/Agent Portal
- CRM
- Calendar Management
- Calendar/Reminder System
- Call Recording
- Call Routing
- Call Scripting
- Campaign Management
- Cancellation Tracking
- Carrier Upload
- Claims Management
- Claims Tracking
- Client Management
- Commission Management
- Comparative Insurance Rating
- Compliance Management
- Contact Database
- Contact Management
- Content Management
- Customer Portal
- Customizable Reports
- Dashboard
- Document Management
- Document Storage
- 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 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
- Life & Health
- Marketing Automation
- Monitoring
- Multi-State
- Performance Metrics
- Pipeline Management
- Policy Creation
- Policy Issuance
- Policy Management
- Policy Metadata Management
- Policy Training
- Product Catalog
- Property & Casualty
- Proposal Generation
- Prospecting Tools
- Quotes/Estimates
- Rating Engine
- Real-Time Analytics
- Referral Tracking
- Reminders
- Renewal Management
- Reporting/Analytics
- Sales Pipeline Management
- Search/Filter
- Segmentation
- Self Service Portal
- Source Tracking
- Task Management
- Territory Management
- Version Control
- Workflow Management
Integrations
- Total integrationsN/A
- Total integrationsN/A
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