Our powerful platform is designed to manage new leads, optimize enrollments, and help you maintain adherence to Medicare standards.
Submit and manage seminars & events that boost enrollments
Remain audit-ready with built-in compliance guardrails
Automate processes to send quotes, track proposals, and send reminders
Track updates to customer policies and suppress beneficiary opt-outs
Monitor critical effective dates and Medicare claim numbers
Use real-time Medicare sales ops data to track progress to goals
Track acquisition costs with customizable, real-time dashboards
Ratchet up A&H sales efforts at scale across all distribution channels
Stay in tune with evolving ACA guidelines and industry regulations
Easily capture inbound calls and business reply card responses
Decrease average cost per sale by automating sales and distribution
Enrich the customer experience with lead nurturing capabilities
AgentCubed’s cloud-based technology allows you to manage existing clients and increase new conversions on the fly.
Our cost-effective software solution lets you spend less time servicing policies and more time closing new business.
Increase sales throughput with process automation
Intelligently route leads to your sales team
Rich API library for seamless integration
Compare rates from many leading auto carriers
Pull client data into the quote flow
Quote all coverage limits on auto policies
Our powerful CRM allows you to connect lead generation teams at the click of a button. Real-time dashboards measure and monitor the productivity and profitability of sales teams, while identifying opportunities for cross-selling other products and services you offer.
Bring all your digital touchpoints together in one place to empower your sales and customer service teams with real-time, easy-to-find client information. Elevate the customer experience through robust, baked-in features that allow you to easily cater to individual client needs.
Set call center teams up for success, increase efficiencies, and maximize every lead opportunity. Our suite of automation tools make an easy job of lead routing while at-a-glance tracking and reporting capabilities help increase transparency at every level.