Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
Enhance your long-term relationships with clients by utilizing our specialized CRM software designed for financial advisors. Equisoft/connect is an innovative, cloud-based CRM tool tailored specifically for financial professionals, allowing you to consolidate all relevant insurance and investment data for your clients. This software serves as a robust resource for productivity, marketing, sales, and compliance needs. By minimizing the time spent searching for crucial client information, you can dedicate more time to engaging with clients and prospects. With Equisoft/connect, all your clients' information is accessible within a single application, eliminating the need to switch between various platforms to monitor client data. The diverse modules offered by Equisoft/connect enable you to effortlessly view clients' insurance policies and investments, correspond via email, and efficiently handle appointments and documentation—all from one comprehensive application. This streamlined approach ultimately fosters stronger client connections and enhances your overall service delivery.
API Access
Has API
API Access
Has API
Integrations
Bridge
DocuQuest
EHSQuest
Equisoft/illustrate
Equisoft/manage
Flexspring
PeopleQuest
ProjectQuest
StreetSmart
Switch Automation
Integrations
Bridge
DocuQuest
EHSQuest
Equisoft/illustrate
Equisoft/manage
Flexspring
PeopleQuest
ProjectQuest
StreetSmart
Switch Automation
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$89.00/month/user
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
Equisoft
Founded
1991
Country
Canada
Website
www.equisoft.com/products/advisor-crm-connect
Product Features
Insurance Agency Management
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
Financial CRM
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management