Eliminate the need for multiple platforms using our customizable three-in-one solution.
Take the guesswork out of finding leads
Automated skills-based routing allows agents to get the right leads at the right time.
Make the best use of your time
Increase efficiency, automate workflows and manage customer relationships throughout the entire sales cycle.
Stay on top of your game
Quickly access policy summaries, set renewal reminders and review client policies with ease.
Meet Medicare marketing, sales and retention goals using one simple platform. Our platform artfully combines a powerful automated lead management and distribution engine, a robust CRM, and an Agency Management platform into one easy-to-use solution, providing visibility to the entire sales life-cycle.Learn More >
Health & Life Solutions
Lead management and distribution, CRM and agency management – all on one robust platform. Whether you’re a health plan, brokeage, call center or marketing organization, AgentCubed is fully customizable to fit your business needs by maximizing ROI on every lead through real-time lead distribution, automated workflows, detailed business intelligence, reporting, and more.Learn More >
Property & Casualty Solutions
Success in the P&C world depends on real-time access to information and the ability to quote multiple products across several channels in a single unified offering. AgentCubed has worked with industry leaders to ensure our system is directly connected to all the information you need to create a complete household profile for your client base.Learn More >
Why our customers love us.
Every day we help clients make the most out of each opportunity presented to them. At AgentCubed, we understand what it takes to run not only a successful agency, but also a profitable one. Our software is designed to help agencies and agents do just that. But don’t take it from us! Check out some examples of what our clients are saying about us below:
- “AgentCubed is a partnership and not just a boxed CRM. We absolutely love the solution – it increased efficiency and organization which in turn grew our company revenue 30% in only months.” – Aaron Goddard, CEO, Velapoint Insurance
- “AgentCubed was able to turn our enrollment concept into reality and produce a first-of-the-kind fully functional seamless enrollment system which could transact business with many of the largest health carrier providers int he country […]” – Mike Knoop, Executive VP of Operations & founding partner, Augeo Benefits, LLC