Designed to do one thing: assist agents with the insurance selling process

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Lead management and distribution, CRM and agency management – all on one platform.

Whether you’re a health plan, brokerage, 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.

Lead Management & Distribution

  • Automate workflows for intelligent lead distribution based on geography, agent licensing level, and even agent skill level.
  • Improve response time by utilizing the lead nurturing feature to ensure highest converting leads route to top-performing agents while aged leads direct to your second tier sales force.
  • Use SMS/text or email lead distribution to allow sales team to find the right agents at the right time.

CRM Software

  • Eliminate the need for multiple screens and systems by accessing all customers in one easy-to-use platform.
  • Utilize features such as integrated telephony, call scripting, quoting – everything you need to convert a lead into a customer.
  • Never forget to contact a lead using automatic distribution of follow-up tasks, built-in calendar and event reminders.

Agency Management

  • Eliminate case management using automated underwriting, book of business and commission files via integrations with select carriers.
  • Customize product configuration based on carrier, coverage type, plan, price and geographic ability.
  • Get real-time access to sales results after easily inputting and tracking products sold.

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 health plan, broker agency, 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 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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“AgentCubed is the complete solution for managing your agency. In addition their support is fantastic.” Jana Bell
Business Leader, Insurance Services/National Accounts, ASI