CRM Built for Insurance: How AgentCubed is Key to Your Success

AgentCubedCRM is critical to the success of your organization. Agencies can choose between an industry-specific solution, building a proprietary system, or using a well-known system like Salesforce. Since all of these options require time and resources, it’s vital to make your decision based on the return on investment the CRM solution will provide.

AgentCubed offers a 3-in-1, insurance-specific solution, combining lead distribution, customer relationship management, and policy management. Our platform is tailored to serve agencies and carriers in the Medicare, Property & Casualty, and Health & Life insurance industry. AgentCubed helps agencies maximize lead opportunities and provide quality experiences to their customers. Learn how our approach delivers the best value to your business.

Years of industry experience

AgentCubed was established in 2010 as an insurance call center solution. Our home office is based in Boise, Idaho, and our team spans nationally from East Coast to West Coast. Over the past seven years, we have developed our platform into a multi-channel distribution solution, encompassing communication across call centers and the field. We are constantly applying market changes and insights to our platform to continue to provide the most competitive solution for our clients.

Intuitive user experience and functionality

Throughout your sales workflow and customer retention efforts, AgentCubed provides an all-in-one solution. We integrate with over 100 lead providers and leading telephony solutions to create a seamless workflow for your sales team. We automate the manual processes that take up much of your teams’ time today. At the agent level, we simplify the overwhelming by providing everything an agent needs in one tool. With our 3-in-1 platform, agents can move fluidly through the sales process, easily transitioning from gathering lead information to quoting coverage options to executing on follow-up reminders. At the executive level, management can view real-time dashboards, build custom reporting, and use gamification components to drive friendly competition among agents.

A key differentiator is our familiarity of system and process. Since our solution is designed specifically for the insurance space, we have developed features that would likely require scoping, customization, and additional investment to replicate in another system. As an example, our solution is highly conducive and compatible for agents who are selling Medicare. We offer multiple Medicare-rich features, including consent to contact tracking, appointment-setting, fulfillment request, and seminar registration.

AgentCubed can be further customized to accommodate any workflow-specific processes, but the platform is already built as a turn-key solution. When you choose AgentCubed, you can be confident you’re getting the best practice solution for your industry.

Customer-minded focus

We pride ourselves on our industry reputation, promoting a customer-centric approach. Each component in our system is designed to deliver the best customer experience possible. Too often we hear of agencies sinking money into fragmented tools and processes without a vendor’s honesty on the viability of the solution. At AgentCubed, we do our best to correct those situations by providing our honest advice, and we live by our mantra of doing the right thing for our customers.

Whenever clients have questions or concerns, we are quick to respond to every request submitted. When you work with our staff, you’re not routed through multiple service agents. Our high attention to clients means you know who is on the other line. You’re talking to someone who comes from a knowledgeable background in your industry and understands the nuances of your business.

Delivering added value

We also pride ourselves on lending our knowledge of the insurance industry to making customer-minded recommendations on best practices and training during implementation and throughout our relationship. Our experience gives us a unique perspective for problem-solving to give clients well-thought-out answers. Rather than taking a reactive approach, we seek to be proactive and consultative. When we see opportunities for improved efficiencies, we share best practices if asked, providing added value to your service.

We often hear clients contrast their experience working with our team to frustrating experiences with previous systems. When we partner with you, we go the extra mile to deliver the best customer experience and help you reach your business goals. In a market that too often overpromises and under-delivers, our charge in doing business is to stay true to our promises and overdeliver at the end of the day.

Ready to simplify the overwhelming? Reach out to AgentCubed by filling out the form below. We look forward to partnering with you.