AgentCubed Features

AgentCubed

Lead management and CRM solution for insurance businesses

4.4/5 (10 reviews)

Competitor Feature Comparison

API
Access Controls/Permissions
Accounting Integration
Activity Dashboard
Activity Tracking
Appointment Management
Appointment Scheduling
Approval Process Control
Attestation
Audience Targeting
Audit Trail
Auto-Dialer
Automatic Call Distribution
Batch Processing
Billing & Invoicing
Broker / Agent Portal
Business Process Control
CRM
Calendar Management
Calendar/Reminder System
Call Center Management
Call List Management
Call Management
Call Recording
Call Routing
Campaign Management
Cancellation Tracking
Carrier Upload
Case Management
Cataloging/Categorization
Channel Management
Claims Tracking
Client Management
Collaboration Tools
Commenting/Notes
Commission Management
Comparative Insurance Rating
Compliance Management
Configurable Workflow
Contact Database
Contact Management
Content Delivery
Content Management
Customer Database
Customer History
Customer Portal
Customer Service Analytics
Customer Support
Customizable Fields
Dashboard
Data Import/Export
Document Management
Document Storage
Drag & Drop
Email Management
Email Marketing
Email Response Control
Email Templates
For Auto Insurance
For Casualty Insurance
For Disability Insurance
For Health / Medical Insurance
For Homeowners Insurance
For Life Insurance
For Long Term Care
For Personal Insurance
For Professional Liability
Goal Management
Inbound Call Center
Insurance Policy Management
Insurance Rating
Interaction Tracking
Internal Chat Integration
Knowledge Management
Landing Pages/Web Forms
Lead Capture
Lead Distribution
Lead Management
Lead Nurturing
Lead Qualification
Lead Segmentation
List Management
Live Chat
Marketing Automation
Meeting Management
Mobile Access
Multi-Campaign
Multi-Channel Marketing
Multi-Currency
Multi-State
Opportunity Management
Patient Communications
Performance Management
Performance Metrics
Pipeline Management
Policy Creation
Policy Generation
Policy Issuance
Policy Management
Policy Metadata Management
Policy Processing
Policy Training
Product Catalog
Project Management
Proposal Generation
Proposal Management
Prospecting Tools
Quotes/Estimates
Rating Engine
Real Time Notifications
Referral Tracking
Reporting & Statistics
Reporting/Analytics
Routing
Sales Approval
Sales Pipeline Management
Sales Reports
Scheduling
Segmentation
Self Service Portal
Shared Contacts
Single Data Entry
Social Media Integration
Source Tracking
Task Management
Task Progress Tracking
Territory Management
Third Party Integrations
Training Management
Version Control
Web-based Deployment
Workflow Management
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API
Access Controls/Permissions
Accounting Integration
Activity Dashboard
Activity Tracking
Appointment Management
Appointment Scheduling
Approval Process Control
Attestation
Audience Targeting
Audit Trail
Auto-Dialer
Automatic Call Distribution
Batch Processing
Billing & Invoicing
Broker / Agent Portal
Business Process Control
CRM
Calendar Management
Calendar/Reminder System
Call Center Management
Call List Management
Call Management
Call Recording
Call Routing
Campaign Management
Cancellation Tracking
Carrier Upload
Case Management
Cataloging/Categorization
Channel Management
Claims Tracking
Client Management
Collaboration Tools
Commenting/Notes
Commission Management
Comparative Insurance Rating
Compliance Management
Configurable Workflow
Contact Database
Contact Management
Content Delivery
Content Management
Customer Database
Customer History
Customer Portal
Customer Service Analytics
Customer Support
Customizable Fields
Dashboard
Data Import/Export
Document Management
Document Storage
Drag & Drop
Email Management
Email Marketing
Email Response Control
Email Templates
For Auto Insurance
For Casualty Insurance
For Disability Insurance
For Health / Medical Insurance
For Homeowners Insurance
For Life Insurance
For Long Term Care
For Personal Insurance
For Professional Liability
Goal Management
Inbound Call Center
Insurance Policy Management
Insurance Rating
Interaction Tracking
Internal Chat Integration
Knowledge Management
Landing Pages/Web Forms
Lead Capture
Lead Distribution
Lead Management
Lead Nurturing
Lead Qualification
Lead Segmentation
List Management
Live Chat
Marketing Automation
Meeting Management
Mobile Access
Multi-Campaign
Multi-Channel Marketing
Multi-Currency
Multi-State
Opportunity Management
Patient Communications
Performance Management
Performance Metrics
Pipeline Management
Policy Creation
Policy Generation
Policy Issuance
Policy Management
Policy Metadata Management
Policy Processing
Policy Training
Product Catalog
Project Management
Proposal Generation
Proposal Management
Prospecting Tools
Quotes/Estimates
Rating Engine
Real Time Notifications
Referral Tracking
Reporting & Statistics
Reporting/Analytics
Routing
Sales Approval
Sales Pipeline Management
Sales Reports
Scheduling
Segmentation
Self Service Portal
Shared Contacts
Single Data Entry
Social Media Integration
Source Tracking
Task Management
Task Progress Tracking
Territory Management
Third Party Integrations
Training Management
Version Control
Web-based Deployment
Workflow Management
Visit WebsiteCompare App
API
Access Controls/Permissions
Accounting Integration
Activity Dashboard
Activity Tracking
Appointment Management
Appointment Scheduling
Approval Process Control
Attestation
Audience Targeting
Audit Trail
Auto-Dialer
Automatic Call Distribution
Batch Processing
Billing & Invoicing
Broker / Agent Portal
Business Process Control
CRM
Calendar Management
Calendar/Reminder System
Call Center Management
Call List Management
Call Management
Call Recording
Call Routing
Campaign Management
Cancellation Tracking
Carrier Upload
Case Management
Cataloging/Categorization
Channel Management
Claims Tracking
Client Management
Collaboration Tools
Commenting/Notes
Commission Management
Comparative Insurance Rating
Compliance Management
Configurable Workflow
Contact Database
Contact Management
Content Delivery
Content Management
Customer Database
Customer History
Customer Portal
Customer Service Analytics
Customer Support
Customizable Fields
Dashboard
Data Import/Export
Document Management
Document Storage
Drag & Drop
Email Management
Email Marketing
Email Response Control
Email Templates
For Auto Insurance
For Casualty Insurance
For Disability Insurance
For Health / Medical Insurance
For Homeowners Insurance
For Life Insurance
For Long Term Care
For Personal Insurance
For Professional Liability
Goal Management
Inbound Call Center
Insurance Policy Management
Insurance Rating
Interaction Tracking
Internal Chat Integration
Knowledge Management
Landing Pages/Web Forms
Lead Capture
Lead Distribution
Lead Management
Lead Nurturing
Lead Qualification
Lead Segmentation
List Management
Live Chat
Marketing Automation
Meeting Management
Mobile Access
Multi-Campaign
Multi-Channel Marketing
Multi-Currency
Multi-State
Opportunity Management
Patient Communications
Performance Management
Performance Metrics
Pipeline Management
Policy Creation
Policy Generation
Policy Issuance
Policy Management
Policy Metadata Management
Policy Processing
Policy Training
Product Catalog
Project Management
Proposal Generation
Proposal Management
Prospecting Tools
Quotes/Estimates
Rating Engine
Real Time Notifications
Referral Tracking
Reporting & Statistics
Reporting/Analytics
Routing
Sales Approval
Sales Pipeline Management
Sales Reports
Scheduling
Segmentation
Self Service Portal
Shared Contacts
Single Data Entry
Social Media Integration
Source Tracking
Task Management
Task Progress Tracking
Territory Management
Third Party Integrations
Training Management
Version Control
Web-based Deployment
Workflow Management
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Mobile apps

iOS App


3 reviews

Requires iOS 11.0 or later. Compatible with iPhone, iPad, and iPod touch.

Android App


0 reviews

AgentCubed Feature Reviews

8 reviewers had the following to say about AgentCubed's features:

Tishae M.

Helped me with my day to day!

2020-09-24

Great experience and fairly easy software to learn!

Pros

It helped me keep track of current and prior policies, to assign to do’s to help with my follow ups, and to retain necessary documents for my files!

Cons

I wish I could have been able to merge duplicate customers easier, the client search process could be a little easier.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Robert B.

AgentCubed Reviewed by MedicareBob

2014-07-31

AgenctCubed is a CRM that is designed for the Insurance Industry.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Steve T.

Best agency management system by a long shot.

2016-06-09

There are so many features and reporting capabilities designed to help agency managers and independent agents optimize their productivity and efficiency.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Insurance company, 11-50 employees)

Too Clunky to be Efficient

2018-10-16

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

Pros

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

Cons

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

Rating breakdown

Ease of use
Features

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

0/10
Source: Capterra
Helpful?   Yes   No
Read more
John B.

Not for one person must get Min 10 Licenses

2016-03-08

I was given access to this CRM Rater for evaluation purposes, The look is very simple, you can get up and running quickly very intuitive but I contacted the company and they only do a minimum of 10 seats at $1000.00 a bit too much when competitors have the same for under $50.00 and don't require minimums.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Kyal M.

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

2018-02-06

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.

Pros

Agencies don't have to configure a 3rd party CRM to fit their business.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Phiel Daniel H.

Easy setup management system

2021-06-11

Pros

The information is normally bestowed to the leading master available to bargain with the lead, which progresses the probability of changing the lead over to a bargain. When the specialist begins working with the lead, lead maintaining highlights help them with taking after and send the idealize course of action of materials at the culminate time.Very simple to utilize!

Cons

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Free Trial

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Insurance company, 11-50 employees)

Agent Cubed Review

2018-10-30

I use it to organize leads for an insurance company.

Pros

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

Cons

The whole system can go down ocassionally.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more