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Average Ratings 0 Ratings

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ease
features
design
support

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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

In 2007, Enterprise Lead launched its inaugural Lead Management Platform with the vision of collaborating with businesses as partners rather than mere clients. This unique approach allows us to be the sole provider of lead management cloud software that does not impose subscription fees, monthly charges, or any concealed costs; we only earn a commission based on the leads you successfully convert. Our commitment to supporting you is unwavering, available round the clock every day of the week. While many have attempted to replicate our model, none have succeeded in matching our innovation, especially as we were pioneers in introducing the ping post-two-step delivery system, a feature now frequently adopted by various CRM platforms. Over the years, we have continuously enhanced our Lead Management Platform by integrating numerous advanced features, including a cutting-edge cloud-based Client Relations Management system, an instant call back option for live lead transfers, customized email responders, a user-friendly navigation toolbar, and a host of other exclusive functionalities that set us apart in the industry. Our dedication to innovation and partnership remains unmatched, propelling us to lead the market and redefine client engagement strategies.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

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

Enterprise Lead

Country

United States

Website

enterpriselead.com

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

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

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