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AgentCubed Software

Name: AgentCubed Software
Rating: 4.5 (2 reviews)

By AgentCubed

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Highlights : About AgentCubed Software

ACORD Forms

Internal Chat Integration

Automated Review & Approval

Marketing Automation Integration

Carrier Appointment Tracking

Quotes / Estimates

About AgentCubed Software

AgentCubed provides lead management and CRM solutions specific to those in the insurance industry. It helps users automate workflows, manage the relationship and generate leads by skills-based routing. The solution is cloud-based and offers sales automation, customer service and support, quoting tools, calendars, web self-service, call center, field service, and knowledge management. It connects with lead providers and aggregators to provide updated information on potential clients. Lead management module integrates inside sales with field sales and lead distribution. AgentCubed provides customer report builder feature that allows users to analyze hundreds of data points in multiple combinations to improve sales efforts. It also provides down-line analytics for tracking brokers, affiliates, regions and satellite offices. The activity dashboards provide a view of key performance metrics for all down-lines. Line-of-sight access can also be granted to down-line users so that those users only see the data that is relevant to their sub group. The solution is a fit for medium to large sized insurance companies. Support is offered via email and phone.

Specifications

Business Size

Startup

Deployments

Premise

Language Support

English

Platforms

Product Details

Features

ACORD Forms

Audit Trails

Automated Review & Approval

Broker / Agent Portal

Business Specific Tools

CRM Tools

Calendar/Reminder System

Call Logging

Cancellation Tracking

Captive Brokerage

Captive Sales Force

Carrier Appointment Tracking

Carrier Specific Applications

Carrier Upload

Claims Tracking

Client-Definable Algorithms

Comparative Insurance Rating

Continuing Education

Customer Portal

For Auto Insurance

Inbound Call Center

Insurance Rating

Interaction Tracking

Internal Chat Integration

Knowledge Capture

Lead Segmentation

Lead Verification

License Tracking

Marketing Automation Integration

Notifications

Policy Creation Wizard

Policy Generation

Policy Issuance

Policy Processing

Policy Training

Quotes / Estimates

Quotes/Proposals

Rating Engine

Read & Acknowledge

Reminders

Segmentation

Single Data Entry

Source Tracking

Third Party Administrators

Wholesale Program

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