AgentCubed offers built-in capabilities designed to help drive sales activities at every level. Our powerful platform allows you to easily route leads to individual reps, and create rules that trigger follow-up reminders and campaign-specific nurturing throughout the sales lifecycle.
Create lead distribution rules based on your service area, agent licensing, and even agent skill level
Create rule-based paths that route leads to the right agents, based on the consumer’s channel of choice
Automate lead nurturing and follow-ups for specific requests, channels, and campaigns
Every prospect and client is unique. Whether they are seeking new or supplemental health coverage, aging into Medicare, going through major life changes, or looking to protect their vehicles, AgentCubed will help you cater to all of their insurance needs.
Pull quotes for one or multiple plans based on your clients’ specific needs
Send quotes from multiple carriers or multiple plan options from a single carrier
Easily track the status of your proposals and new policy sales right in the CRM
Setting goals like “increase customer lifetime value” or “improve client retention” is critical to growing your insurance business. Our reporting and data management tools are made to give you full visibility into your insurance sales operational data, and update automatically when new leads enter your CRM.
Integrate marketing campaigns across all distribution channels with CRM data for a single source of truth
Get real-time updates to lead generation campaigns: SEM, Direct Mail, inbound response, and outbound calls
Leverage real-time reports to gain deeper insights into team and agent productivity levels and profitability outcomes
Your clients continue to expect a high level of care after they’ve signed their policies. Our policy management tools help you continue to deliver great customer experience even after the sale.
Schedule client communications around policy renewal dates, 65th birthdays, hurricane season, or open enrollment windows
Route new or returning leads based on geography, source, campaign, or website form submissions
Add, receive, and update leads as well as sales opportunities on the fly, from anywhere, and from any device
Appointment tracking features help ensure
agents are focused only on products they’re licensed, appointed, and certified to sell.
Help ensure adherance to CMS and TCPA guidelines; document client interactions, from permission to contact to do not call requests
Track agent compliance with training and licensing requirements, while opening new revenue streams with ancillary offerings
Turn customer and prospect sales conversations into conversions using detailed summaries of current and former policies