Ratings and Reviews 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • Creatio Reviews & Ratings
    4.6 out of 5 stars 589 Ratings
    Company Website for Creatio
  • Act! Reviews & Ratings
    4.0 out of 5 stars 555 Ratings
    Company Website for Act!
  • Shape Software Reviews & Ratings
    4.6 out of 5 stars 136 Ratings
    Company Website for Shape Software
  • Predict360 Reviews & Ratings
    4.7 out of 5 stars 18 Ratings
    Company Website for Predict360
  • Macaw AMS Reviews & Ratings
    4.9 out of 5 stars 8 Ratings
    Company Website for Macaw AMS
  • Phonexa Reviews & Ratings
    4.9 out of 5 stars 246 Ratings
    Company Website for Phonexa
  • SuperOps Reviews & Ratings
    4.5 out of 5 stars 297 Ratings
    Company Website for SuperOps
  • Qualio Reviews & Ratings
    4.4 out of 5 stars 919 Ratings
    Company Website for Qualio
  • Code-Cube.io Reviews & Ratings
    4.6 out of 5 stars 8 Ratings
    Company Website for Code-Cube.io
  • ShareCRM Reviews & Ratings
    4.8 out of 5 stars 68 Ratings
    Company Website for ShareCRM

What is AgentCubed?

AgentCubed is founded on the principle of simplifying complexity, providing a popular cloud-based platform tailored for organizations in the insurance sector that desire an uncomplicated yet effective solution. The company employs a personalized strategy by integrating a robust three-in-one system that includes Lead Management & Distribution, Agency & Policy Management, and Customer Relationship Management. This seamless integration reduces the dependency on third-party software, which frequently struggles to synchronize or automate properly, thus extending the duration it takes for an agent to assist a customer from inception to conclusion. With a user-friendly online dashboard, AgentCubed enables agents to organize leads by opportunity status, date, or outcomes, offering vital adaptability. Moreover, the platform incorporates a built-in calculator that simplifies the quoting process, ensuring both agents and prospects navigate each phase effortlessly. By improving operational efficiency, organizations can substantially enhance compliance, elevate client retention rates, and ultimately drive growth in a competitive landscape. Additionally, this comprehensive strategy allows agents to dedicate more time to customer engagement rather than administrative responsibilities, fundamentally transforming their workflow and improving overall service quality. This innovative approach not only streamlines processes but also positions AgentCubed as a leader in the industry.

What is AgencyBloc AMS+?

The leading platform for growth in the insurance sector is the AgencyBloc Plus Suite, which offers tailored solutions designed for health, senior, and benefits agencies. This suite enables agencies to streamline their data management, maintain compliance, and automate various workflows, while also efficiently handling client relationships and policy management, among other essential functions. Furthermore, its comprehensive capabilities allow agencies to focus on enhancing their operational efficiency and improving client satisfaction.

Media

Media

Integrations Supported

Integrations Supported

AgentMethods
Ease
Employee Navigator
Five9
Intulse
ReviewInc
Xinix
Zapier

API Availability

API Availability

Has API

Pricing Information

Pricing not provided
Free Trial Offered?

Pricing Information

$109.00/month
Plans start at $109/month and are customized to each agency.
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

AgentCubed

Date Founded

2010

Company Location

United States

Company Website

www.agentcubed.com

Company Facts

Organization Name

AgencyBloc

Date Founded

2008

Company Location

United States

Company Website

www.agencybloc.com

Categories and Features

Health Insurance

Not specified

Insurance Agency Management

Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

Insurance CRM

Not specified

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Policy Management

Approval Process Control
Attestation
Audit Trails
Policy Creation
Policy Metadata Management
Policy Training
Reporting / Analytics
Version Control
Workflow Management

Categories and Features

Commission

Agency Commission
Commission Calculations
Commission Scheduling
Commission Tracking
Flat Commissions
Multi-Tiered Commissions
Percentage Commissions
Split Commissions

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Marketing Automation Integration
Task Management

Health Insurance

Not specified

Insurance Agency Management

Commission Management
Contact Management
Document Management
Life & Health
Policy Management

Insurance CRM

Not specified

Insurance Policy

Claims Tracking
Policy Processing
Renewal Management

Life Insurance

Not specified

Quoting

Automated Quoting
Catalog Management
Forms Creation
Product Configurator
Proposal Management

Popular Alternatives

SalesExec Reviews & Ratings

SalesExec

ClickPoint Software
5.0 out of 5 stars

Popular Alternatives

Macaw AMS Reviews & Ratings

Macaw AMS

Nest Innovative Solutions
4.9 out of 5 stars
OWLS Reviews & Ratings

OWLS

OWLS Software
Commissionly Tracker Reviews & Ratings

Commissionly Tracker

Commissionly
Creatio Reviews & Ratings

Creatio

4.6 out of 5 stars
InsureEdge Reviews & Ratings

InsureEdge

Damco Solutions
4.2 out of 5 stars
AUSIS Reviews & Ratings

AUSIS

Artivatic.ai
5.0 out of 5 stars