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AgentCubed

AgentCubed is a unified insurance sales and policy management platform for health plans and agencies. It integrates lead management, quoting, enrollment, and reporting to streamline workflows, improve sales performance, and enhance customer retention across all sales channels.

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Software Info

Pricing

Score

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AgentCubed Overview

AgentCubed is an all-in-one sales and policy management platform tailored for insurance agencies and health plans, especially in the health and P&C sectors. It simplifies the sales process by integrating lead management, quoting, enrollment, compliance, customer retention, and policy tracking into a single, intuitive system. Designed to streamline agency operations, it offers tools for lead distribution across channels like call centers and broker agents, automated workflows, and real-time reporting dashboards. Whether it’s managing direct mail, web, or phone leads, AgentCubed accelerates the average time of sale, optimizes ROI, and boosts customer satisfaction through a unified CRM and sales tracking solution.

Features

Advanced Lead Management and Distribution

Integrated Quoting and Enrollment Tools

Robust Reporting and Analytics

Comprehensive Policy and Relationship Management

AgentCubed Pricing Overview

AgentCubed Score

Smyte Score

4 Number of Reviews 13

Smyte Score

The Smyte Score is a weighted average from leading review sites across the web.

100+ reviews for Software Name

Pros

All-in-One Functionality:
Users highly appreciate the integration of CRM, lead management, quoting, and policy tracking in a single platform—eliminating the need for multiple software tools.

Streamlined Lead Management:
AgentCubed stands out for automating and simplifying lead distribution across various channels (e.g., call centers, agents), helping sales teams act quickly and efficiently.

Customizable Dashboard and Reporting:
The robust reporting features with customizable dashboards provide actionable insights into sales performance, helping teams measure ROI and improve retention strategies.

Cons

Steep Learning Curve:
Several users mention that the platform has a complex interface, especially for new users, and requires a thorough onboarding to use all features effectively.

Limited Integrations:
Some reviewers noted challenges integrating AgentCubed with external tools or legacy systems, potentially hindering streamlined operations in diverse tech environments.

Occasional Technical Glitches:
Users reported periodic bugs or system slowdowns, particularly when managing large datasets or executing bulk actions, which can impact productivity.

** Smyte uses AI to analyze online reviews, extracting key pros and cons by identifying patterns and summarizing customer feedback into actionable insights.

FAQs

1. Who is AgentCubed designed for?

AgentCubed is tailored for insurance carriers, brokerages, and agencies focused on health and P&C insurance, including Medicare Advantage and under-65 markets.

2. Does AgentCubed support multi-channel lead distribution?

Yes, it supports telephone, web, and direct mail leads, with automated lead routing to call centers, captive agents, and brokers.

3. Can AgentCubed integrate with quoting and enrollment tools?

Yes, it includes built-in quoting and enrollment functionality across all sales channels to streamline the conversion process.

4. What kind of reporting capabilities does AgentCubed offer?

AgentCubed offers real-time dashboards and customizable reports to track KPIs, ROI, compliance, and sales funnel progress.

5. Is AgentCubed scalable for growing agencies?

Absolutely. The platform is designed to support scalability and accommodate small teams to enterprise-level agencies with large lead volumes and multiple sales channels.

AgentCubed

4

Software Info

Pricing

Score

Alternatives

AgentCubed Overview

Software Details

Features

AgentCubed Pricing Overview

AgentCubed Score

Smyte Score

4

Number of Reviews 13

Smyte Score

100+ reviews for Software Name

Pros

Cons

FAQs

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