Finally, An Agency Management System For Selling
Your agency is driven by customer loyalty to grow and retain your book of business.
With over a decade of CRM and lead management experience, AgentCubed was built to enable your agents to spend less time servicing policies and more time closing new business. To ensure you can move at the speed of business, AgentCubed is integrated with the industry’s leading data exchanges to allow for greater connectivity to support your digital agency.
Streamline your agency sales process to easily identify opportunities with existing and prospective clients – all in one easy to manage dashboard.
Mitigate Agency E&O
Automatically track all system activities within each client record, and utilize permission-based roles to limit user data by segment or office location.
Streamline complex insurance & policy information through our automated AL3 file processing feature, designed to bring up-to-date information into your system seamlessly.
Designed specifically for insurance, AgentCubed allows for less upfront investment, less industry configuration and faster startup time with our Cloud-based solution.
Get up to the minute data transfers on marketing campaigns, lead distribution and team progress through our robust API and reporting system.