Product Features:
  • Specific for Insurance Industry
  • Audit Trail(s)
  • Automated Review & Approval
  • Calendar/Reminder System
  • Campaign Management
  • Commission Management
  • Contact Management
  • Content Management
  • Custom Dashboard(s)
  • Document Management
  • Document Storage
  • Email Marketing
  • Insurance Policy Management
  • Insurance Rating
  • Interaction Tracking
  • Internal Chat Integration
  • Knowledge Capture
  • Lead Capture
  • Lead Distribution
  • Lead Nurturing
  • Lead Scoring
  • Lead Segmentation
  • Marketing Automation/Integration
  • Pipeline Management
  • Policy Creation Wizard
  • Policy Training
  • Prospecting Tools
  • Quote Management
  • Quotes/Proposals
  • Read & Acknowledge
  • Segmentation
  • Source Tracking
  • Task Management
  • Territory Management
  • Version Control
3501 W. Elder Suite 301 Boise, Idaho - ID, United States 83705
Product Information

AgentCubed was created with insurance agents in mind. It offers an easy solution that provides a positive way to reach and maintain both new and old leads, allowing the best opportunity to make a sale. Their product directly imports new leads into the agent’s queue, giving an agent the ability to quickly contact that next potential client. AgentCubed also provides features allowing agents to set  reminders to follow up on leads as well as setting other reminders that assist in maintaining contact with the agent’s existing book of business. They have strategically partnered with industry-leading companies to offer a seamless single solution that spans the entire lead-to-customer lifecycle.  Pricing on application.