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AgentCubed Reviews & Product Details

SIMPLIFY THE OVERWHELMING with one powerful solution designed specifically for insurance carriers & brokerages in the health and P&C insurance markets. Telephone, direct mail and web lead integration. Automated lead distribution to call center, captive agents and broker agents. Integrated quoting. Enrollment solutions for all sales channels. Policy management and unrivaled dashboard and reporting.

Seller

AgentCubed

Discussions

AgentCubed Community

Languages Supported

English

Overview by

Ali Hall (VP of Sales)

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AgentCubed Reviews (3)

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RJ

Renee J.

Strategic Income Planning

Insurance

Small-Business (50 or fewer emp.)

5/1/2018

"Agent Cube - Easy all the way around"

4.5/5

What do you like best about AgentCubed?

Agent Cubed Very user friendly. The intergretion with other lead sources is pretty seamlessly done. Review collected by and hosted on G2.com.

What do you dislike about AgentCubed?

I would like a feature that could be used for single agent Review collected by and hosted on G2.com.

SH

Sarah H.

Inside Sales Representative

Mining & Metals

Enterprise (> 1000 emp.)

1/26/2018

"Agent Cubed"

0/5

What do you like best about AgentCubed?

Agent cube is an easy way to keep simple information stored for customers.. ex: phone numbers, emails, addresses. Etc. Review collected by and hosted on G2.com.

What do you dislike about AgentCubed?

It is so simple. I feel like it is a very basic platform with not a lot to offer Review collected by and hosted on G2.com.

Recommendations to others considering AgentCubed:

More thorough training when it comes to using your software, as well as, build up the software to become more advanced for people who are skilled above a basic beginner user. Review collected by and hosted on G2.com.

What problems is AgentCubed solving and how is that benefiting you?

Storing leads and dates for follow up calls to existing client base. Also as an estimator on insurance quotes to see what company was the clients best fit. Review collected by and hosted on G2.com.

UI

Verified User in Insurance

Small-Business (50 or fewer emp.)

12/29/2017

"Just scratching the surface"

4/5

What do you like best about AgentCubed?

As owner of an independent insurance agency, I like that I can enter & track all policies & commissions from different carriers. Review collected by and hosted on G2.com.

What do you dislike about AgentCubed?

They need to create a Mobil app!!! I need to access my client information from my phone often & it is not a Mobil friendly platform. Review collected by and hosted on G2.com.

Recommendations to others considering AgentCubed:

Great functionality specific to the insurance industry with plenty of ability to customize it for your own particular needs, marketing or tracking preferences. Review collected by and hosted on G2.com.

What problems is AgentCubed solving and how is that benefiting you?

Quick access to current policy enrollment for any client without the need to log into many different carrier sites. Commission reconciliation. Marketing to current clients that will be turning 65 years old within the next year. Review collected by and hosted on G2.com.

Response from Ali Hall of AgentCubed

edit

Good afternoon!

Thank you for your review and feedback! We did want to let you know that there is an AgentCubed app available for both Apple and Android users.

This app was designed for the field agent role and allows the field agent to:

-Add and manage leads as well as your calendar

-See new leads, leads that need to be dispositioned, and leads in progress

Our team is also working on an update that will include policy management. We hope you find the app helpful.

Thank you!