AgentCubed Review

AgentCubed is a cloud-based solution designed to help insurance companies manage customer relationships, leads, distribution, automated workflows, and more. The platform allows agents to calculate premiums, compare policies, and submit applications. Its customer reporting features help teams streamline sales processes by analyzing data across multiple combinations. It includes a lead nurturing module that improves response times by routing high-potential leads to senior agents. Features include lead distribution via SMS/email, integrated calendar, event reminders, quoting tools, call center functionality, and knowledge management. Users can manage lead conversions through integrated telephony, call scripting, and quoting tools. Agents can customize products based on insurance carriers, coverage types, pricing, and more. Campaign tracking allows administrators to monitor marketing campaigns, policy counts, agent performance, and generated premiums.

AGENTCUBED – TUTORIAL

AGENTCUBED – FEATURES

• Lead generation: capture insurance leads from marketing campaigns in a centralized hub, use performance data to create buyer profiles, and track key performance indicators (KPIs) in one place.
• Lead nurturing: automate easily configurable sales and marketing communications and workflows to elevate lead nurturing campaigns and improve response times.
• Lead routing: assign leads through automated, rule-based routing filtered by geography, licensing, skills, and other customizable data, including agent expertise level.
• Quotes and proposals: quote and compare products, calculate premiums, review drug and provider coverage, and submit applications directly to the exchange or insurance carrier.
• Pipeline tracking: access real-time sales results by easily entering and monitoring sold products.
• Productivity dashboards: efficiently monitor marketing campaigns, agent productivity, generated premiums, policy counts, and insurance carrier and product performance.
• Technology stack: eliminate the need for multiple disconnected technologies to track leads, sell policies, and manage your growing customer portfolio.