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 >
The Power of AgentCubed
Our insurance software combines a powerful CRM, Lead Management & Distribution, and Agency & Policy Management into one easy-to-use platform. We integrate with lead providers so you can automate the distribution of leads to call centers, field agents and brokers. Give your agents the ability to quote on & off exchange products, calculate premiums, compare products and submit applications directly to the exchange or carrier.
- Integrate inbound, purchased and organic leads
- Automate lead distribution to call centers, field agents & brokers
- Quote on- and off-exchange health & ancillary products without ever leaving the A3 platform
- Compare & filter products, submit applications directly to the exchange or carrier
- Pull real-time reports on virtually every level, including lead source, effective date, carrier, product type & more
- Access all the tools needed to manage your entire book of business