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.

Agency & Policy

  • 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.

Customer Relationship

  • 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.

Markets Served


Meet Medicare marketing, sales and retention goals using one simple platform. Our platform artfully combines a powerful automated...

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Health & Life

Lead management and distribution, CRM and agency management – all on one robust platform. Whether you’re a health plan, brokeage...

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Property & Casualty

Stay on top of your game. Quickly access policy summaries, set renewal reminders and review client policies with ease...

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What Customers Say?

AgentCubed is designed to do tone thing and do that one thing better than its competitors… Assist in the sales process of insurance to individuals.

Kyal Moody
Senior Vice President, HealthCompare Insurance Services

We Are Helping Insurance Agencies Increase Conversion Across The Nation

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