AgentCubed Pricing, Features, Reviews & Comparison of Alternatives


Lead management and CRM solution for insurance businesses

4.25/5 (8 reviews)

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.


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Business size



United States

Supported languages

AgentCubed screenshot: AgentCubed dashboard screenshotAgentCubed - CRM, Lead Distribution & Agency Management for Insurance Agencies & BrokeragesAgentCubed screenshot: AgentCubed calendar screenshotAgentCubed screenshot: AgentCubed call unit management screenshotAgentCubed screenshot: AgentCubed carrier plan management screenshotAgentCubed screenshot: AgentCubed email templates screenshotAgentCubed screenshot: AgentCubed leads screenshot

AgentCubed reviews

Value for money
Ease of use
Customer support
Kyal Moody

AgentCubed simplifies the process of selling insurance. Our team is 35% more efficient than before.

Used daily for 2+ years
Reviewed 2018-02-06
Review Source: Capterra

My team is significantly more efficient using AgentCubed than they were on our previous CRM. In addition, this system supports Medicare compliance and the Multi-Channel sale.

Simple to set up and easy to use. As a lead comes into the call center, the lead is immediately available for a field agent to take action. Additionally, the system knows where the lead came from so the agent can reference it in their outreach and we can use the data for understanding marketing ROI by campaign. The lead's information is automatically shared with the best agent available to manage the lead, which increases the likelihood of converting the lead to a sale. Once the agent begins working with the lead, lead nurturing features help them properly follow up and send the right set of materials at the right time. It takes a lot of the legwork out of the process, and ensures our agents can focus solely on their personal interaction with the lead. If the lead doesn't want to complete the sale over the phone, a field agent can be dispatched through the system via SMS. The customer is always the top priority in the process. Agencies don't have to configure a 3rd party CRM to fit their business. The front-end work is already done and optimized for the insurance industry.

Rating breakdown

Value for money
Ease of use
Customer support

Likelihood to recommend: 10/10

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Robert Bache

AgentCubed Reviewed by MedicareBob

Reviewed 2014-07-31
Review Source: Capterra

The Medicare Insurance Industry is very competitive and AgentCubed is one of the reasons I believe I am able to stay ahead of the competition. Managing, Distributing, and Monitoring Leads: Owning a Medicare Insurance Telephonic Agency, one of my most expensive investments is purchasing/generating leads. AgentCubed easily allows me to integrate with all types of different lead providers/sources, more importantly I can easily manage, distribute and monitor every lead I generate or purchase. Managing current clients: AgentCubed allows me to tack every client even after the initial purchase. Within AgentCubed, my agents can add all of the clients policy and Medicare information for future use. AgenctCubed is a CRM that is designed for the Insurance Industry. Other CRM's will offer to "customize" their system for you, but nothing is better than a company that is designed to work within your industry. Agent Management: As a Telephonic Insurance Agency, my agents are appointed with over 15 different insurance companies and are all licensed in various states. With AgentCubed's "Manage User Platform", I can easily manage my agents. I know that my agents are only going to speak to clients that the agent is licensed in and my agents easily can review their Appointment Writing Numbers with each Carrier they are Appointed with. Reporting: Be prepared to spend hours within AgentCubed's Report Platform. If you are like me, you want to understand everything about your business, well AgentCubed's Reporting Platform allows you to do this. AgentCubed provides you with the ability to track: Agent Dials, Lead performance, Policy Performance and much much more. Customer Service: My Customer Service Representative is Megan Bensley, "Top Notch" is all I can say. When I have a question or concern, all I have to do is e-mail her and it feels like I am her key focus every time. Improvement: The Commission Tracking Feature does not allow me to depend on it 100%. Carriers pay differently depending on: the Client's State, the Carrier's product, Guarantee Issue, Client age, etc... I have not been able to use AgentCubed to track commissions. This being said, I have spent a ton of money trying to create my own automated commission tracking system with no success. I strongly recommend AgentCubed.

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Customer support

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Too Clunky to be Efficient

Used daily for 1-2 years
Reviewed 2018-10-16
Review Source: Capterra

Clunky, chunky, and inefficient. Good ideas in place, but terrible execution. Would not recommend.

The ability to modify certain types of records is nice... but some things are still too rigid.

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

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Likelihood to recommend: 0/10

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Agent Cubed Review

Used daily for 2+ years
Reviewed 2018-10-30
Review Source: Capterra

I use it to organize leads for an insurance company.

It is easy to maneuver and a useful tool to help sort leads.

The whole system can go down ocassionally.

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Value for money
Ease of use
Customer support

Likelihood to recommend: 8/10

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Steve Trattner

Best agency management system by a long shot.

Reviewed 2016-06-09
Review Source: Capterra

There are so many features and reporting capabilities designed to help agency managers and independent agents optimize their productivity and efficiency. We have thousands of agents with a wide array of needs - AgentCubed is ideal for allowing agents with unique needs utilize the platform to the extent that works best for them. We've also been impressed with the continued evolution of AgentCubed over the years and their willingness to innovate along with our changing needs.

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AgentCubed pricing

Starting from
Pricing options
View Pricing Plans

The pricing starts from $79 per user per month.

AgentCubed features

Accounting Integration
Activity Tracking
Billing & Invoicing
Calendar Management
Document Management
Quote Management

Activity Dashboard (175 other apps)
Automatic Notifications (129 other apps)
Customer Database (100 other apps)
Customizable Reporting (123 other apps)
Data Import/Export (119 other apps)
Electronic Payments (120 other apps)
Inventory Management (139 other apps)
Inventory Tracking (108 other apps)
Invoice Management (138 other apps)
Reminders (107 other apps)
Reporting & Statistics (208 other apps)
Search Functionality (112 other apps)
Third Party Integration (140 other apps)

Videos and tutorials

Additional information for AgentCubed

Key features of AgentCubed

  • ACORD Forms
  • Audit Trails
  • Automated Review & Approval
  • Broker / Agent Portal
  • Business Specific Tools
  • CRM Tools
  • Calendar/Reminder System
  • Call Logging
  • Cancellation Tracking
  • Captive Brokerage
  • Captive Sales Force
  • Carrier Appointment Tracking
  • Carrier Specific Applications
  • Carrier Upload
  • Claims Tracking
  • Client-Definable Algorithms
  • Comparative Insurance Rating
  • Continuing Education
  • Customer Portal
  • For Auto Insurance
  • Inbound Call Center
  • Insurance Rating
  • Interaction Tracking
  • Internal Chat Integration
  • Knowledge Capture
  • Lead Segmentation
  • Lead Verification
  • License Tracking
  • Marketing Automation Integration
  • Notifications
  • Policy Creation Wizard
  • Policy Generation
  • Policy Issuance
  • Policy Processing
  • Policy Training
  • Quotes / Estimates
  • Quotes/Proposals
  • Rating Engine
  • Read & Acknowledge
  • Reminders
  • Segmentation
  • Single Data Entry
  • Source Tracking
  • Third Party Administrators
  • Wholesale Program
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