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.

 

Optimize Sales

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.

Carrier Downloads

Streamline complex insurance & policy information through our automated AL3 file processing feature, designed to bring up-to-date information into your system seamlessly.



Less Investment

Designed specifically for insurance, AgentCubed allows for less upfront investment, less industry configuration and faster startup time with our Cloud-based solution.

Real-time API

Get up to the minute data transfers on marketing campaigns, lead distribution and team progress through our robust API and reporting system.

Advanced feature set to enhance workflows





ACORD/AL3

Make the exchange of insurance & policy information accurate and easy through automated AL3 Standard ACORD file processing features.

DMV/DOT Integrations

DMV/DOT Integrations – Quickly access driver and auto info like license number, VIN, state, issue date, status, SR22 requirements & more through our access to state records.

Incident Reports

Access violations, incident type, accident type, claim amounts.

Real Property Information

Instantly find resident type, year built, square footage, safety information, physical location and more.




Built to Support Your Agency’s Every Need

Lead Automation
& Distribution

  • Standardize the way you follow up with leads to boost response time and improve the sales experience for your prospects.
  • Sort, filter, and route opportunities with automation built for the insurance world.
  • Deliver leads to the right agent at the right time based on geography, agent licensing, and even agent skill level.
  • Notify agents of their new leads via SMS or email.

CRM Software
Management

  • Prioritize your customer relationships over documentation by tracking opportunity details in a CRM built specifically for the insurance industry.
  • Minimize the tools your team needs to make calls, book appointments, take notes, store documents, update statuses, and document opportunity details.
  • Use real-time opportunity and revenue reporting to track performance towards your sales goals.

Policy
Management

  • Simplify your customer and prospect interactions with detailed summaries of current and former policies.
  • Track your different lines of business in one place for reporting on Property & Casualty, Accident & Health, or both simultaneously, on the same customer profile.
  • See the full insurance story of your current and prospective clients because policy information and updates are shared with the contact record in the CRM.

We Are Helping Insurance Agencies Increase Conversion Across The Nation

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