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Product Quick Facts

Industry Specialties
Banking / Accounting / Financial, Customer Service / Call Centers, Other
Works Best For
Enterprise Businesses, Mid Sized Businesses

About AgentCubed

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 cater to the needs of either agents, agencies, or call centers. AgentCubed provides free product demos, and its agency and call center solutions can be customized to the specific needs of the client depending on how many individuals will be using the system.

The Agent product was designed to help independent insurance agents maximize profits while minimizing effort. It offers instant access to leads, calendars, sales contacts, and quoting tools and also offers event-driven automated emails to keep contact with customers around the clock. Its data analytic feature provides a concrete way to measure performance and profitability, more effectively target sales and capture leads, cross-sell with ease, and provide top-notch customer service. The AgentCubed Agency solution makes it easy to share information across the breadth of an agency for maximizing group productivity. It provides real-time integration to lead providers and strengthens the management of lead pipelines. By focusing on automation and the ability to free up agents’ time to sell, the Call Center solution offers the most robust environment to the greatest number of users.

A principal insurance agency was having problems with a “cookie-cutter” CRM solution that was not specifically tailored to the business processes of an insurance agency. This CRM only focused on lead capture and fell short with insurance client management and the needs of insurance agents. After switching to AgentCubed, the principal agency’s performance metrics went up, productivity increased, and customer satisfaction improved.

Alternatives to AgentCubed

Learn more about other CRM software by exploring the following products, or review specific types of CRM software including real estate CRM software, CRM software for small businesses, financial services CRM software, and social CRM software.

1 MS Dynamics

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Microsoft Dynamics CRM's automated features and AI help sales teams better understand their customers, know the best time to send an email, and monitor social channels better than ever before. MS Dynamics also includes a direct connection to the business social platform LinkedIn. Their core CRM package—Dynamics 365 Sales—is focused on sales force automation and helping teams find and close opportunities, and comes as a single tool or can be bundled with other business operations tools.

Learn more about MS Dynamics

2 Hubspot

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HubSpot CRM is everything users need to organize, manage, track contacts, and build better relationships with customers. Eliminate spreadsheets, manage pipeline, get better customer insights, and speed up sales. The CRM will also let your entire company operate off of one source of truth about the contacts in your database instead of sharing spreadsheets or finding emails. Every interaction is stored in a timeline, including notes about the contact and the content they’ve consumed.

Learn more about Hubspot

3 Nimble

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Nimble combines the strength of a traditional CRM with contact management, social media, sales intelligence, and marketing automation to deliver relationship insights to help professionals build better work relationships in a multi-channel world. The software integrates productivity apps to gather user contacts, communications, calendar, and collaborations in one platform and draws data from popular social media channels including Facebook, LinkedIn, and Twitter.

Learn more about Nimble

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