Frequently Asked Questions

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Questions about AgentCubed? We've got you covered!

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  • Do you have integrated quoting tools?

    Yes, we have integrations with CSG Acturial, Quotit, Quomation and RabbitApp. Our integration with Quotit also provides direct on and off exchange enrollment!

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  • Do you have role based or line of sight capabilities?

    Yes, our platform provides multiple licensing levels. Each level provides limited access specific to that role. In addition the administrator role has the opportunity to provide further line of sight capabilities as needed.

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  • Do you provide live updates to carrier and policy information?

    Yes, live updates are available with the limited number of carriers that have the ability to communicate through our API. Limited updates are also provided with additional carriers through nightly batch feeds.

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  • Do you provide a history of all transactions?

    Yes, all changes and touches are recorded. We pride ourselves in providing a comprehensive approach to assist our clients with their compliance needs by providing a complete historical track to all touches with each opportunity.

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  • Do you have built-in telephony?

    We do not provide our own telephony services however we have strategically partnered with major cloud and premise based telephony providers. This integration provides the licensed user seamless access to all inbound, outbound, and click to call campaigns.

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  • Do you generate leads and/or sell leads?

    No, we are not a lead provider or lead reseller. We work closely with lead providers and lead aggregators to facilitate the distribution of purchased leads to our clients. We accomplish this by providing automated, intelligent work flows that ensure each lead is delivered to the specific agent most qualified in the service area of the lead. This approach significantly lowers acquisition costs by reducing administrative overhead and increasing conversion.

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  • Do you support drip email automation and email campaigns?

    Yes, we offer fully automated drip email campaigns that enables the agent to focus on member acquisition rather than follow up tasks. Automated emails generated to both clients and agents based on policy updates and disposition status add to the overall efficiency of the agent.

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  • Are you premise or cloud based?

    AgentCubed is a cloud based solution enabling you to securely access all company data from both desktop and mobile devices via the internet. Away from the office? No problem, as long as you have internet access you can take your office with you.

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  • Do you have commission tracking features?

    AgentCubed allows you to set up commission tracking specific to Policy, Plan, and geographic location. This will enable you to validate carrier commissions paid. Reporting features will enable you to pass agent specific commissions to 3rd party processors.

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  • Can you process online policy payments?

    No, we currently do not process payments via AgentCubed but can integrate to third party merchant accounts and TPA to facilitate payment transactions.

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  • Do you capture customer payment history?

    Yes, we currently offer complete policy payment tracking features. Reporting features are also available for historical payment data.

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  • Do you have reporting capabilities?

    Yes, we pride ourselves on providing industry leading Business Intelligence features. For those that live on data you will not be disappointed. Build, pull, schedule, and send literally any level of information desired.

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  • Do you have the ability to submit fulfilment requests?

    Yes, for mail fulfillments we work with key third party vendors to meet all your fulfillment needs. Completely automated based on your business rules reducing administrative workload while increasing overall efficiency. We also provide efulfillment capabilities where you can create the email template and send directly from AgentCubed.

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  • Do you support Acord/AL3 file processing?

    Yes, we can receive AL3 downloads throughout the day so your agents don’t have to worry about entering the details of a P&C policy in AgentCubed.

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  • Can I set up and monitor individual and team competitions and sales challenges?

    Yes, the Scoreboard feature is designed specifically to allow individuals and groups to see where they rank amongst others. Sales challenges are proven to increase productivity, our top accounts love this feature.

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  • How much does AgentCubed cost?

    AgentCubed is a SAAS model. This means we charge per user per month. Our average user cost is $79 but this can change based on signing a 1, 2, or 3 year contract and by the number of users you will have on the platform.

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  • Can I transfer existing data from my current system to AgentCubed?

    Absolutely, for the initial setup this will be accomplished by our professional services team. We also offer data import tools that will enable large file transfers by your administrative staff.

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  • Does your CRM work with other industries? (Banking, Real Estate, etc)

    AgentCubed is designed for the individual insurance industry. We do not currently offer a software solution for Banking, Real Estate, or other markets.

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  • Medicare Solutions

    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.

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    Health & Life Solutions

    Lead management and distribution, CRM and agency management – all on one robust platform. Whether you’re a GO, FMO, call center or independent agent, 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 and reporting, and more.

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    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.

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