Simplify the overwhelming
with AgentCubed’s turn-key solution.

AgentCubed’s features are evolving to meet the changing needs of marketing and distribution organizations everywhere. Our state-of-the-art technology platform allows easy integrations into your existing infrastructure, providing a turn-key solution for organizations struggling with customer management, lead tracking, ROI calculation, cross-selling, compliance, finance reconciliation, and/or customer retention. AgentCubed artfully combines a powerful automated lead management and distribution engine, a robust CRM, and an Agency Management platform into a single, easily configured solution that provides complete line of sight to the entire sales life cycle from marketing to sale across all distribution channels.


Rich API

Rich Application Program Interface (API) provides real-time updates to all marketing campaigns, including SEM, Direct Mail, inbound response and outbound call campaigns.

Easy Integration

Easy integration with existing infrastructure with our simple turn-key solution.

Automated Distribution

Automated distribution and sales process significantly decreases average cost per sale by reducing overhead and boosting efficiency of your entire sales team.

Improve Adherence

Improve adherence to industry regulations and evolving regulations surrounding the ACA.

Optimize Sales

Optimize Health & Life sales efforts across all distribution channels, whether you have 5 or 15,000 agents.

Reduced Acquisition Cost

Decrease average cost per acquisition through improved marketing oversight features, integrated reconciliation tools and increased sales conversion.

Multiple Product Offerings

  • Robust lead nurturing and disposition based rules engine that allows every user to maximize consumer value & provide the best solution for each individual customer’s needs.
  • Stay on top of new ACA plans & bring light to the need for multiple product solutions for a single purchaser.
  • Help customers minimize out-of-pocket costs while offering a new revenue stream for the carrier, agency and agent through offering of ancillary products.

Campaign Tracking

  • Stay on top of your acquisition costs with fully customizable, real-time dashboards to track and monitor KPI’s (key performance indicators).
  • Effectively manage and track all aspects of the sales process, utilizing executive dashboards, agent scoreboards, custom reports and live system monitoring.
  • Efficiently monitor marketing campaigns, agent productivity, generated premiums, policy counts, and carrier and product performance.
  • Build purchasing profiles for future marketing campaigns, staffing models, and agent training using invaluable post-campaign analytics.

Direct Mail

  • Enhance productivity by eliminating the need to track print separately from digital efforts using in-house or third party mail and print service providers.
  • Automate the capture of inbound calls and business reply card responses generated from traditional direct mail campaigns.

3 In 1 Solution for Health & Life Insurance

Lead Management
& Distribution

  • Simplify and automate workflows and lead nurturing for intelligent lead distribution based on service area/geography, agent licensing, and even agent skill level.
  • Allow your sales team to find the right agents at the right time with the use of SMS/text or email lead distribution.
  • Utilize the lead nurturing feature to boost response time and ensure your highest converting leads route to top-performing agents while aged leads direct to your second tier sales force.

CRM Software

  • Put customer relationships first by tracking details of your agent’s interactions with AgentCubed’s robust CRM.
  • Give your agents the best tools available to enhance productivity. Eliminate the need for agents to toggle between screens and systems by integrating telephony, quoting and calendars, call scripting, document storage and access to key data in a single, easy to use dashboard.
  • Field agents can utilize the streamlined “light” version available for those not needing robust feature set of the desktop version.

Agency Management

  • Use data such as carrier, coverage type, price, plan and geographic ability to customize product configurations.
  • Eliminate case management using automated underwriting, book of business and commission files via integrations with select carriers.
  • AgentCubed’s feature set allows your business to get real-time access to sales results after easily inputting and tracking products sold.

We Are Helping Insurance Agencies Increase Conversion Across The Nation

Sign-up For Success!