AgentCubed
Lead. Sell. Grow.
Overview
AgentCubed provides a comprehensive, cloud-based platform for insurance agencies, call centers, and FMOs. It integrates lead management and distribution, a robust insurance CRM, and policy management into a single solution. The platform is designed to streamline the entire sales process, from lead acquisition to policy issuance and commission tracking, with a strong focus on the health and Medicare markets.
✨ Key Features
- Lead Management & Distribution
- Insurance CRM
- Policy Management
- Commission Processing
- Quoting & Enrollment Tools
- Agent Dashboard & Reporting
🎯 Key Differentiators
- Insurance-specific CRM and lead management features.
- Integrated telephony and call center tools.
- Advanced workflow automation capabilities.
Unique Value: Provides a comprehensive, insurance-specific platform to automate sales workflows, manage leads effectively, and scale business operations.
🎯 Use Cases (4)
✅ Best For
- Insurance agencies and marketing organizations (FMOs) in the health and Medicare space that need an end-to-end solution for sales and policy management.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- P&C focused agencies or those who only need a simple commission tracking tool without lead management.
🏆 Alternatives
Offers more industry-specific features for insurance sales and lead management compared to generic CRM platforms.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Phone Support
- ✓ Dedicated Support (All tier)
🔒 Compliance & Security
💰 Pricing
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