AgentCubed Features


Lead management and CRM solution for insurance businesses

2.0/5 (1 review)

AgentCubed Feature Summary

  • 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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Competitor Feature Comparison

Mobile apps

iOS App

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Requires iOS 9.0 or later. Compatible with iPhone, iPad, and iPod touch.

Android App

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AgentCubed Feature Reviews

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

(Insurance company, 11-50 employees)

Too Clunky to be Efficient


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.

Rating breakdown

Ease of use

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

Source: Capterra
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