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AgentCubed

Manages customer information, leads, and policies in one platform.

Made by AgentCubed

  • Customer Relationship

  • CRM Top Features

What is AgentCubed?

AgentCubed's insurance software provides a comprehensive platform that integrates a CRM, Lead Management & Distribution, and Agency & Policy Management functionalities into a single solution. The platform enables insurance carriers and brokerages in the health and P&C insurance markets to manage all customer data, leads, and policy information within a centralized, intuitive system.

Highlights

  • Integrates CRM, Lead Management & Distribution, and Agency & Policy Management into a single platform
  • Allows access to all customer data in one easy-to-use system
  • Offers telephone, direct mail, and web lead integration
  • Automates lead distribution to call center, captive agents, and broker agents
  • Provides integrated quoting and enrollment solutions for all sales channels
  • Includes robust policy management and comprehensive dashboard and reporting capabilities

Platforms

  • On-Premise Windows
  • Desktop Chromebook
  • Mobile iPhone
  • Mobile iPad
  • Mobile Android
  • Desktop Linux
  • Desktop Windows
  • Cloud, SaaS, Web-based
  • On-Premise Linux
  • Desktop Mac

Languages

  • English

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