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AgentCubed Logo

Lead management and CRM solution for insurance businesses

AgentCubed - 2025 Pricing, Features, Reviews & Alternatives

Table of Contents

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 from

ic-pricetag

No pricing info

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AgentCubed's key features

Most critical features, based on insights from AgentCubed users:

Contact Management
Document Storage
Interaction Tracking
Quotes/Estimates
Lead Management

All AgentCubed features

Features rating:

Accounting Integration
Activity Tracking
API
Appointment Management
Approval Process Control
Attestation
Audit Trail
Auto-Dialer
Automatic Call Distribution
Billing & Invoicing
Broker/Agent Portal
Calendar Management
Calendar/Reminder System
Call Recording
Call Routing
Campaign Management
Cancellation Tracking
Carrier Upload
Claims Management
Claims Tracking
Client Management
Commission Management
Comparative Insurance Rating
Compliance Management
Content Management
CRM
Customer Portal
Document Management
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
Internal Chat Integration
Lead Capture
Lead Distribution
Lead Nurturing
Lead Qualification
Lead Segmentation
Marketing Automation
Multi-State
Pipeline Management
Policy Creation
Policy Issuance
Policy Management
Policy Metadata Management
Policy Training
Product Catalog
Property & Casualty
Prospecting Tools
Rating Engine
Referral Tracking
Reporting/Analytics
Sales Pipeline Management
Segmentation
Self Service Portal
Source Tracking
Task Management
Territory Management
Version Control
Workflow Management

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AgentCubed pricing

Value for money:

Starting from

ic-pricetag

No pricing info

Pricing details
Subscription
Free trial
Free plan
Pricing range

AgentCubed integrations (1)

Top integrations

AgentCubed support options

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

Knowledge Base
Email/Help Desk
Chat
FAQs/Forum
Phone Support

Training options

In Person
Documentation
Webinars
Live Online

AgentCubed reviews

Overall rating

4.4

/5

10

Positive reviews

80

%

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

5

4

3

2

1

7

1

1

1

0

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.
Agent Cubed is the complete solution for managing your agency. In addition their support is fantastic.
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.
Cons
Finding records is frustrating. The search function is too odd to work the way it should.
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.
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.

AgentCubed FAQs

Q. What type of pricing plans does AgentCubed offer?

AgentCubed has the following pricing plans:
Pricing model: Subscription
Free Trial: Available | (No Credit Card required)

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Q. Who are the typical users of AgentCubed?

AgentCubed has the following typical customers:
Large Enterprises, Mid Size Business, Small Business


Q. What languages does AgentCubed support?

AgentCubed supports the following languages:
English


Q. Does AgentCubed support mobile devices?

AgentCubed supports the following devices:
Android, iPad, iPhone


Q. Does AgentCubed offer an API?

Yes, AgentCubed has an API available for use.


Q. What level of support does AgentCubed offer?

AgentCubed offers the following support options:
Knowledge Base, Email/Help Desk, Chat, FAQs/Forum, Phone Support

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