AgentCubed

AgentCubed is a solution that is mainly developed for brokerages and insurance carriers. It is a powerful solution that combines agency & policy management, distribution & lead management and Customer Relationship management into one. It is easy to use platform which is cloud-based making it accessible from anywhere. It will connect to a number of lead providers to give you the best and update information regarding opportunities. It will offer immediate access to calendars, sales, leads, contacts, quoting tools, etc. It can automate sales and emails to keep you updated in real-time. You can easily share information across the agency which initiates better group efforts. The analytics and reporting features are just to notch. They will provide solid and accurate data regarding performance, sales target, profitability, etc. The CRM feature will specifically focus on your type of clientele and improve relations.

AgentCubed is no doubt a remarkable system; however, it has one drawback. The commission tracking on AgentCubed is not reliable and up to the mark. This area needs improvement from the developer’s side. Apart from this the programme runs smoothly without any glitches and is very easy to configure and use. The support team is present for any other problem that you might face.

AgentCubed is a comprehensive solution for anyone in the insurance business. It is simple and all the tools present can help you manage your entire customer base throughout its lifecycle. Such a system is suitable for medium to large sized insurance businesses. It is a very flexible system and can easily mould to needs of any organisation. Currently, AgentCubed has three versions available i.e. Call Centre, Agent and Agency. You can take the demo to understand the system beforehand. All-in-all investing in this system will prove to be beneficial for your business.