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AgentCubed

Lead management and CRM solution for insurance businesses

Table of Contents

Is this product right for your business?

Find out with a

AgentCubed - 2026 Pricing, Features, Reviews & Alternatives

All user reviews are verified by in-house moderators and provider data by our software research team. Learn more

AgentCubed overview

What is AgentCubed?

AgentCubed is a cloud-based solution designed to help insurance businesses manage customer relationships, leads, distribution, automated workflows, and more. The platform enables agents to calculate premiums, compare policies and submit applications. Customer report builder functionality allows teams to streamline sales processes by analyzing data in multiple combinations.

AgentCubed comes with a lead nurturing module, which enables agents to improve query response time by routing high potential leads to senior agents. Features include text/email lead distribution, built-in calendar, event reminders, quoting tools, call centre, and knowledge management. The platform allows users to handle lead conversions via integrated telephony, call scripting, and quoting tools. Agents can customize products based on insurance carriers, coverage types, prices, and more. Campaign tracking functionality lets administrators monitor marketing campaigns, policy counts, agent performance, and generated premiums.

AgentCubed includes a dashboard, which allows managers to track sales processes using scoreboards, real-time system monitoring, and customizable reports. Post-campaign analytics features enable users to create purchasing profiles for future marketing campaigns, staffing models, and agent training. The platform integrates with various third-party applications such as Quotit, CSG Actuarial, Quomation, and RabbitApp.

Starting price

Free

Alternatives

with better value for money

AgentCubed’s user interface

Ease of use rating:

4.4

(10)

AgentCubed reviews

Overall rating

4.4

Positive reviews

Rating breakdown

Value for money
Ease of use
Features
Customer support
Likelihood to recommend9.4/10

Rating distribution

Pros

“We've also been impressed with the continued evolution of AgentCubed over the years and their willingness to innovate along with our changing needs.”

Steve T.

President

“Agent Cubed is the complete solution for managing your agency. In addition their support is fantastic.”

Jana B.

“I do not currently use A3 as an independent agent but I did with the company that I previously worked for and I loved it.”

Tishae M.

Insurance Agent

Cons

“Finding records is frustrating. The search function is too odd to work the way it should.”

Verified reviewer

Anonymity request

“Changing records is too much badly designed and inflexible, and it's as well difficult to indeed think around moving all through client profiles when endeavoring to bargain with diverse errands.”

Phiel D.

Casino

“Entering and editing records is too clunky and rigid, and it's too difficult to move in and out of customer profiles when trying to handle multiple tasks.”

Verified reviewer

Anonymity request

Who uses AgentCubed?

Based on 10 verified user reviews.

Company size

Small Businesses

Midsize Businesses

Enterprises

Top industries

Insurance

Hospitality

Use cases

- Not enough reviews

AgentCubed's key features

Most critical features, based on insights from AgentCubed users:

Contact management

5.0

(1)

Document storage

5.0

(1)

Quotes/Estimates

5.0

(1)

Lead management

5.0

(1)

Reporting/Analytics

5.0

(1)

Calendar/Reminder system

5.0

(1)

All AgentCubed features

Features rating:

4.5

(10)

Accounting integration

(0)

Activity dashboard

(0)

Activity tracking

(0)

API

(0)

Appointment management

(0)

Approval process control

(0)

Attestation

(0)

Audit trail

(0)

Auto-Dialer

(0)

Automatic call distribution

(0)

Billing & invoicing

(0)

Broker/Agent portal

(0)

Calendar management

(0)

Call recording

(0)

Call routing

(0)

Call scripting

(0)

Campaign management

(0)

Cancellation tracking

(0)

Carrier upload

(0)

Claims management

(0)

Claims tracking

(0)

Client management

(0)

Commission management

(0)

Comparative insurance rating

(0)

Compliance management

(0)

Content management

(0)

CRM

(0)

Customer portal

(0)

Customizable reports

(0)

Dashboard

(0)

Document management

(0)

Email management

(0)

Email marketing

(0)

For Auto Insurance

(0)

For Casualty Insurance

(0)

For Disability Insurance

(0)

For health/medical insurance

(0)

For Homeowners Insurance

(0)

For insurance industry

(0)

For Life Insurance

(0)

For long term care

(0)

For Personal Insurance

(0)

For Professional Liability

(0)

Inbound call center

(0)

Insurance management

(0)

Insurance policy management

(0)

Insurance policy processing

(0)

Insurance Rating

(0)

Interaction tracking

5.0

(1)

Internal chat integration

(0)

Knowledge management

(0)

Lead capture

(0)

Lead distribution

(0)

Lead nurturing

(0)

Lead qualification

(0)

Lead segmentation

(0)

Marketing automation

(0)

Monitoring

(0)

Multi-State

(0)

Performance metrics

(0)

Pipeline management

(0)

Policy creation

(0)

Policy issuance

(0)

Policy management

(0)

Policy metadata management

(0)

Policy training

(0)

Product catalog

(0)

Property & casualty

(0)

Proposal generation

(0)

Prospecting tools

(0)

Rating engine

(0)

Referral tracking

(0)

Reminders

(0)

Sales pipeline management

(0)

Segmentation

(0)

Self service portal

(0)

Source Tracking

(0)

Task management

(0)

Territory management

(0)

Version control

(0)

Workflow management

(0)

AgentCubed alternatives

AgentCubed

4.4

(10)

Starting from

No pricing info

Free trial

Free version

Ease of Use

4.6

Features

4.5

Value for Money

4.8

Customer Support

4.4

Claritysoft CRM

4.5

(204)

visit website

Starting from

Per month

Free trial

Free version

Ease of Use

4.5

Features

4.3

Value for Money

4.7

Customer Support

4.7

LeadSquared

4.3

(166)

visit website

Starting from

No pricing info

Free trial

Free version

Ease of Use

4.3

Features

4.2

Value for Money

4.2

Customer Support

4.3

Copper

4.4

(622)

visit website

Starting from

Per month

Free trial

Free version

Ease of Use

4.5

Features

4.1

Value for Money

4.1

Customer Support

4.3

AgentCubed pricing

Value for money rating:

4.8

(10)

Starting from

No pricing info

Pricing details

Subscription

Free trial

Free plan

Pricing range

User opinions about AgentCubed price and value

Value for money rating:

4.8

(10)

To see what individual users think of AgentCubed's price and value, check out the review snippets below.

“We've also been impressed with the continued evolution of AgentCubed over the years and their willingness to innovate along with our changing needs.”

Steve T.

President

“Agent Cubed is the complete solution for managing your agency. In addition their support is fantastic.”

Jana B.