AgentCubed
AgentCubed : Reviews, Pricing, Features & AlternativesAgentCubed is a Financial Services Software (free trial available). Review AgentCubed : Overview & Pricing
AgentCubed Overview : Features, Pricing, Reviews & Alternatives
AgentCubed is a Financial Services Software intended for businesses. Let’s discover user reviews, features and prices of this business app.
AgentCubed is listed as a Industry Specific Software for companies and is used for CRM, Sales Force Automation, Predictive Lead Scoring, P&C Insurance …
AgentCubed prices are available on demand (free trial available).
AgentCubed is a cloud-based solution designed to help insurance companies manage leads and distribution, customer relationships, workflow automation, and more. The platform allows agents to price over-the-counter or exchange products, calculate premiums, compare policies and submit claims.
Lead management and CRM solution for insurance companies
What is AgentCubed ?
Founded in 2009, AgentCubed is focused on providing powerful lead management and customer relationship management solutions specific to businesses in the insurance industry. By partnering with other industry leaders, AgentCubed is able to offer a complete system that can be tailored to the needs of each user. AgentCubed has three different versions of its product: Call Center, Agency and Agent.
Formed in 2009, AgentCubed was developed as a lead management tool as well as a customer relationship management (CRM) solution for the insurance industry. It offers three different cloud-based products that meet the needs of agents, agencies or call centers. AgentCubed offers free product demos, and its agency and call center solutions can be customized to specific customer needs, depending on how many people use the system.
Our solutions have been designed specifically for the insurance industry by insurance professionals who have faced all the challenges of selling insurance today. AgentedCubed was founded on the principle of simplifying the overwhelming: cut through all the noise and create a robust yet easy-to-use solution that encompasses lead, policy, and customer management all on one platform. Unlike companies that offer one-size-fits-all solutions, ours is tailored to the insurance industry. Through our strategic partnerships with leading industry providers, we have created a single cloud-based software solution that encompasses and manages the entire lifecycle from prospect to customer. The end result is a product that bridges the gap between receiving leads and converting those leads into revenue. Our mission is to create innovative products specific to the insurance industry, giving our clients the competitive edge they need to effectively manage their sales goals. AgentCubed’s solution is ideal for all insurance verticals, including Medicare, Health and Life (both in and out of the stock market and general insurance).
Pros & Cons
When it comes to finding the right Financial Services tools to manage your business, you have too many options – and they all come with their strengths and weaknesses.
One such familiar name in this arena is AgentCubed, and as you may have guessed from the title, this review will tell you more about AgentCubed’s pros and cons.
Weighing the pros & cons is essential before selecting this tool for your business and your team.
AgentCubed Pros : Key Benefits
– SaaS platform
– Scalability and integration
– Frequent releases / updates
– High Compatibility
AgentCubed Cons
– Con : Custom integrations can come at a price.
AgentCubed Features
Here is the list of the main features of this computer software :
– CRM
– API
– Accounting Integration
– Activity Tracking
– Appointment Management
– Approval Process Control
– Attestation
– Audit Trail
– Auto-Dialer
– Automatic Call Distribution
– Billing & Invoicing
– Broker / Agent Portal
– CRM
– Calendar Management
– Calendar/Reminder System
– Call Recording
– Call Routing
– Campaign Management
– Cancellation Tracking
– Carrier Upload
Main function & Pro Features
– CRM
– API
– Accounting Integration
– Activity Tracking
– Appointment Management
– Approval Process Control
– Attestation
– Audit Trail
– Auto-Dialer
– Automatic Call Distribution
– Billing & Invoicing
– Broker / Agent Portal
– CRM
– Calendar Management
– Calendar/Reminder System
– Call Recording
– Call Routing
– Campaign Management
– Cancellation Tracking
– Carrier Upload
AgentCubed Integrations
AgentCubed integrates with more than 1 applications & plugins like CRM (…) : database connection, synchronize data, share files (…) to improve your workflow and increase your productivity !
It also provides a powerful API toolkit that allows developers to build web services and exchange data.
Top 20 AgentCubed integrations
– CRM
AgentCubed Pricing
The AgentCubed pricing plan is available on request, but this price is likely to change because different options are offered by the developer : number of licenses, additional functions, add-ons, bundles …
AgentCubed offers several pricing plans :
– Free Trial : $ 0 per user / per month
– Start : Price on demand
– Professional : Price on demand
– Enterprise : Price on demand
– Premium : Price on demand
Free Trial | Start | Professional | Enterprise | Premium |
$0 | Price on demand | Price on demand | Price on demand | Price on demand |
Per month | Per month | Per month | Per month | Per month |
Per user | Per user | Per user | Per user | Per user |
Save $$$ on SaaS and on-premise Software Subscriptions to help your create, grow and scale your business : annual billing usually is cheaper than monthly billing and you can expect 10% to 20% discount.
Sign up for a trial and start using it right away !
Free trials usually are time limited or feature limited but this is a good way to ensure it is the right option for your business before making a purchase.
Screenshot of the Vendor Pricing Page :
Pricing Details
Pricing Model : Subscription
Free trial : Available (No Credit Card Required)
Free plan : No information
Freemium : No information
Starting price : Prices can vary depending on your business needs.
Entry-level set up fee : No setup fee
The pricing details were last updated this year from the vendor website or retrieved from publicly accessible pricing materials and may be different from actual. Please confirm pricing and deals with the vendor website before purchasing.
Deployment & Setup
AgentCubed is a cloud-based Financial Services platform : its infrastructure is hosted in the United States (probably on AWS, Microsoft Azure or Google Cloud Platform).
agentcubed is a SaaS (Software as a Service) / web application : a web browser on a computer is required for full functionality of features and manage dashboard.
It supports desktop operating systems (like Windows and Mac OS …) and mobile platforms (like Android and iOS).
Technical Details & Specifications
Deployment : Cloud / SaaS
Desktop Operating Systems : Windows / Mac OS / Linux …
Mobile Platforms : Android / iOS – iPhone – iPad
Native Apps / Mobile Applications : –
GDPR compliance : No information
Supported languages
This application software supports the following languages : English …
Support & Training
Any problem with this computer program ? The vendor offers the following customer service & support to help teams get the most out of their business application : Chat, Email / Help Desk, FAQs / Forum, Knowledge Base, Phone Support, Online Support …
Hotline : Yes
Training options : Documentation, In Person, Live Online, Webinars …
Industry & Customers
Who use AgentCubed ?
This software package is tailored to business needs : Medium Company, Large Companys, SME …
This web-based application is recommended for trades : Management, Marketing, Sales …
This cloud software is used in the sectors : Services, Finance-Banking-Insurance …
Customer References
Testimonials & Customer References to decide if this is the right business software or service for your company : No reference …
Awards & Recognitions
No information .
Screenshots
This computer program has an ergonomic, intuitive and customizable user interface, which will improve team productivity and collaborative work within your company (Public Administration, Shop Manager, Large Company …)
AgentCubed Screenshots & Images : UI, dashboard …
Videos
Video #1
AgentCubed Reviews
Here is our opinion on AgentCubed : this is an excellent financial services software to advise .
AgentCubed User Reviews & Ratings
Online and customer reviews of AgentCubed software are quite plentiful and overall very positive :
Overall rating : 4,6/5
Value for money : 4,7/5
Functionality : 4,4/5
Usefulness : 4,7/5
Ease of use : 4,7/5
User rating Excellent : 10%
User rating Very Good : 90%
User rating Average : 0%
User rating Poor : 0%
User rating Terrible : 0%
Popularity on social networks :
Your Customer Review on AgentCubed
What is your opinion about this app ? Submit your review and tell us about your overall opinion : experience with this SaaS software, rating, ease of use, customer service, value for money, Pros & Cons …
Customer reviews and feedbacks play an increasingly important role in the business software buying process. You can provide in-depth review and share your buying advice / reviewer sentiment : what is your likelihood to recommend AgentCubed ? What is your likelihood to renew ?
FAQs
Why use a Financial Services Software ?
Specific software is software packages exclusively adapted to the needs of an industrial sector or a trade. We find, for example, software for law firms, software for doctors, software for managing a farm, software for hairdressing salons, etc. High availability, Role-Based Access Control, integrations … Software is available over the Internet, application is maintained by the vendor, license to the software may be subscription based or usage based.
Company details
Developed by QUOTIT CORPORATION, Inc.
HQ location : USA
Founded :
Total revenue :
Industry : B2B SaaS company
Software Category : Financial Services Software
Schema : SoftwareApplication > BusinessApplication
Tags : …
Website : visit agentcubed.com
About This Article
This page was composed and published by SaaS-Alternatives.
The information (and product details) outlined above is provided for informational purposes only. Please Check the vendor’s website for more detailed information.
Our opinion on AgentCubed is independent in order to highlight the strengths and weaknesses of this Financial Services Software. Our website is supported by our users. We sometimes earn affiliate commission when you click through the affiliate links on our website.
AgentCubed Alternatives
If you’re understanding the drawbacks and you’re looking for a AgentCubed alternative, there are more than 66 competitors listed on SaaS-Alternatives !
If you’re in the market for a new software solution, the best approach is to narrow down your selection and then begin a free trial or request a demo.
Top 10 Alternatives & Competitors to AgentCubed
– Bitrix24
– Better Agency
– Velocity
– BriteCore
– Layr
– Idylis
– Oscar Campus Crm
– Ines Crm
– Quickbooks Facturation
– Nutrium
You can also take a look at other business apps, like our Brigade POS review and our CrowdControlHQ review.
Comparison with Similar Software & Contenders
Take an in-depth look at popular Financial Services Software to find out which one is right for your needs. Discover how these Financial Services Software compare to AgentCubed when it comes to features, ease of use, customer support and user reviews. Explore software, Compare options and alternatives, Read reviews and Find your solution !