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Description
AgentCubed is built on the idea of streamlining complexity, offering a widely-used cloud-based platform designed for organizations seeking a straightforward yet powerful solution in the insurance industry. The company delivers a customized approach by integrating a comprehensive three-in-one system that encompasses Lead Management & Distribution, Agency & Policy Management, and Customer Relationship Management. This integration minimizes the reliance on external software, which often fails to synchronize or automate effectively, thereby prolonging the time it takes for an agent to guide a customer from start to finish.
With an intuitive online dashboard, AgentCubed allows agents to manage leads based on opportunity status, date, or outcome, providing much-needed flexibility. Additionally, the platform features a built-in calculator that streamlines the quoting process, ensuring both agents and prospects are guided smoothly through each step. By enhancing operational efficiency, businesses can significantly improve compliance, boost client retention, and ultimately foster growth in a competitive market. Furthermore, this holistic approach empowers agents to focus more on customer interactions rather than administrative tasks, revolutionizing their workflow.
Description
Streamline your operations and prioritize your employees’ well-being. With Alan, you can eliminate the hassle of paperwork and confusion, ensuring that fulfilling your responsibilities doesn’t require specialized knowledge. Experience time-saving health insurance with a clear, straightforward offer. Your employees can easily access a simple online table of benefits anytime, without any physical documents to handle. Forget about the complexities of managing arrivals, departures, and portability; everything is conveniently handled through your mobile device or computer. Alan's insurance is fully authorized by the ACPR Banque de France and backed by reputable reinsurers like CNP and SwissRe, consolidating all your employees' protections in one accessible location, free from obligations. Alan green provides health coverage that delivers comprehensive protection without excessive costs. Alan blue offers health coverage that ensures excellent reimbursements regardless of the healthcare provider or optician chosen. Lastly, Alan Foresight features provident insurance, which safeguards your employees against unforeseen challenges such as long-term illness or disability, ensuring that their needs are met during tough times. This innovative approach allows you to focus on growth while providing essential support to your team.
API Access
Has API
API Access
Has API
Integrations
Tanker
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
AgentCubed
Founded
2010
Country
United States
Website
www.agentcubed.com
Vendor Details
Company Name
Alan
Country
France
Website
alan.com/business
Product Features
Insurance Agency
Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management
Lead Management
Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking
Policy Management
Approval Process Control
Attestation
Audit Trails
Policy Creation
Policy Library
Policy Metadata Management
Policy Training
Reporting / Analytics
Version Control
Workflow Management
Product Features
Benefits Administration
COBRA Administration
Claims Management
Deduction Management
Disability Insurance Administration
Employee Benefits Administration
FMLA Administration
FSA Administration
Flexible Spending Accounts
For Brokers
For Employers
HIPAA Compliant
Health Insurance Administration
Life Insurance Administration
Online Benefits Enrollment
Premium Billing
Provider Management
Retiree Administration
Retirement Plan Management