--- description: Review of AgentCubed Software: system overview, features, price and cost information. Get free demos and compare to similar programs. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: AgentCubed | Reviews, Pricing & Demos - SoftwareAdvice GB --- Breadcrumb: [Home](/) > [Insurance CRM Software](/directory/342/insurance-crm/software) > [AgentCubed](/software/124696/agentcubed) # AgentCubed Canonical: https://www.softwareadvice.co.uk/software/124696/agentcubed Page: 1 / 2\ Next: [Next page](https://www.softwareadvice.co.uk/software/124696/agentcubed?page=2) > AgentCubed provides lead management and CRM solutions specific to those in the insurance industry. It helps users automate workflows, manage the relationship and generate leads by skills-based routing. The solution is cloud-based and offers sales automation, customer service and support, quoting tools, calendars, web self-service, call center, field service, and knowledge management. It connects with lead providers and aggregators to provide updated information on potential clients. Lead management module integrates inside sales with field sales and lead distribution. AgentCubed provides customer report builder feature that allows users to analyze hundreds of data points in multiple combinations to improve sales efforts. It also provides down-line analytics for tracking brokers, affiliates, regions and satellite offices. The activity dashboards provide a view of key performance metrics for all down-lines. Line-of-sight access can also be granted to down-line users so that those users only see the data that is relevant to their sub group. The solution is a fit for medium to large sized insurance companies. Support is offered via email and phone. > > Verdict: Rated **4.4/5** by 10 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.4/5** | 10 Reviews | | Ease of Use | 4.6/5 | Based on overall reviews | | Customer Support | 4.4/5 | Based on overall reviews | | Value for Money | 4.8/5 | Based on overall reviews | | Features | 4.5/5 | Based on overall reviews | | Recommendation percentage | 80% | (8/10 Likelihood to recommend) | ## About the vendor - **Company**: AgentCubed - **Founded**: 2010 ## Commercial Context - **Pricing model**: Per Feature (Free Trial) - **Target Audience**: 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based, Android (Mobile), iPhone (Mobile), iPad (Mobile) - **Supported Languages**: English - **Available Countries**: United States ## Features - API - Accounting Integration - Activity Dashboard - Activity Tracking - Appointment Management - Approval Process Control - Attestation - Audit Trail - Auto-Dialer - Automatic Call Distribution - Billing & Invoicing - Broker/Agent Portal - CRM - Calendar Management - Calendar/Reminder System - Call Recording - Call Routing - Call Scripting - Campaign Management - Cancellation Tracking ## Integrations (1 total) - IVANS Download ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - Chat ## Category - [Insurance CRM Software](https://www.softwareadvice.co.uk/directory/342/insurance-crm/software) ## Related Categories - [Insurance CRM Software](https://www.softwareadvice.co.uk/directory/342/insurance-crm/software) - [IT Ticketing Systems Software](https://www.softwareadvice.co.uk/directory/1630/it-ticketing/software) - [Healthcare CRM Software](https://www.softwareadvice.co.uk/directory/393/healthcare-crm/software) - [Sales Force Automation Software](https://www.softwareadvice.co.uk/directory/254/sales-force-automation/software) - [iPad CRM Software](https://www.softwareadvice.co.uk/directory/433/ipad/software) ## Alternatives 1. 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Additionally, the system knows where the lead came from so the agent can reference it in their outreach and we can use the data for understanding marketing ROI by campaign. The lead's information is automatically shared with the best agent available to manage the lead, which increases the likelihood of converting the lead to a sale. Once the agent begins working with the lead, lead nurturing features help them properly follow up and send the right set of materials at the right time. It takes a lot of the legwork out of the process, and ensures our agents can focus solely on their personal interaction with the lead. If the lead doesn't want to complete the sale over the phone, a field agent can be dispatched through the system via SMS. The customer is always the top priority in the process. Agencies don't have to configure a 3rd party CRM to fit their business. The front-end work is already done and optimized for the insurance industry. > > My team is significantly more efficient using AgentCubed than they were on our previous CRM. In addition, this system supports Medicare compliance and the Multi-Channel sale. ----- ### "AgentCubed Reviewed by MedicareBob" — 5.0/5 > **Robert** | *31 July 2014* > > The Medicare Insurance Industry is very competitive and AgentCubed is one of the reasons I believe I am able to stay ahead of the competition. Managing, Distributing, and Monitoring Leads: Owning a Medicare Insurance Telephonic Agency, one of my most expensive investments is purchasing/generating leads. AgentCubed easily allows me to integrate with all types of different lead providers/sources, more importantly I can easily manage, distribute and monitor every lead I generate or purchase. Managing current clients: AgentCubed allows me to tack every client even after the initial purchase. Within AgentCubed, my agents can add all of the clients policy and Medicare information for future use. AgenctCubed is a CRM that is designed for the Insurance Industry. Other CRM's will offer to "customize" their system for you, but nothing is better than a company that is designed to work within your industry. Agent Management: As a Telephonic Insurance Agency, my agents are appointed with over 15 different insurance companies and are all licensed in various states. With AgentCubed's "Manage User Platform", I can easily manage my agents. I know that my agents are only going to speak to clients that the agent is licensed in and my agents easily can review their Appointment Writing Numbers with each Carrier they are Appointed with. Reporting: Be prepared to spend hours within AgentCubed's Report Platform. If you are like me, you want to understand everything about your business, well AgentCubed's Reporting Platform allows you to do this. AgentCubed provides you with the ability to track: Agent Dials, Lead performance, Policy Performance and much much more. Customer Service: My Customer Service Representative is Megan Bensley, "Top Notch" is all I can say. When I have a question or concern, all I have to do is e-mail her and it feels like I am her key focus every time. Improvement: The Commission Tracking Feature does not allow me to depend on it 100%. Carriers pay differently depending on: the Client's State, the Carrier's product, Guarantee Issue, Client age, etc... I have not been able to use AgentCubed to track commissions. This being said, I have spent a ton of money trying to create my own automated commission tracking system with no success. I strongly recommend AgentCubed. ----- ### "Too Clunky to be Efficient" — 2.0/5 > **Verified Reviewer** | *16 October 2018* | Insurance | Recommendation rating: 0.0/10 > > **Pros**: The ability to modify certain types of records is nice... but some things are still too rigid. > > **Cons**: Finding records is frustrating. The search function is too odd to work the way it should. Entering and editing records is too clunky and rigid, and it's too difficult to move in and out of customer profiles when trying to handle multiple tasks. > > Clunky, chunky, and inefficient. Good ideas in place, but terrible execution. Would not recommend. ----- ### "Agent Cubed Review" — 5.0/5 > **Verified Reviewer** | *30 October 2018* | Insurance | Recommendation rating: 8.0/10 > > **Pros**: It is easy to maneuver and a useful tool to help sort leads. > > **Cons**: The whole system can go down ocassionally. > > I use it to organize leads for an insurance company. ----- ### "Helped me with my day to day\!" — 5.0/5 > **Tishae** | *24 September 2020* | Insurance | Recommendation rating: 10.0/10 > > **Pros**: I do not currently use A3 as an independent agent but I did with the company that I previously worked for and I loved it. It helped me keep track of current and prior policies, to assign to do’s to help with my follow ups, and to retain necessary documents for my files\! > > **Cons**: I wish I could have been able to merge duplicate customers easier, the client search process could be a little easier. > > Great experience and fairly easy software to learn\! ----- Page: 1 / 2\ Next: [Next page](https://www.softwareadvice.co.uk/software/124696/agentcubed?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.co.uk/software/124696/agentcubed) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data