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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
RiskAgility Financial Modeller (FM) serves as a dynamic and adaptable actuarial software tool tailored for life and health insurance providers as well as pension firms, facilitating the execution of precise financial models that accurately represent their offerings and organizational structures. Its design prioritizes seamless adaptation to both business workflows and compliance with regulatory reporting standards. Leveraging cutting-edge algorithms and modern software technology, RiskAgility FM significantly boosts user experience and operational efficiency, empowering companies to implement advanced analytical computations grounded in realistic economic frameworks, which in turn enhances their risk and capital management capabilities. The software is characterized by an open modeling environment that ensures precise calculations and effective reconciliations, even amidst shifts in product designs, corporate practices, and regulatory stipulations. Notable attributes include its ability to swiftly adjust to evolving business requirements, high performance and scalability for prompt outcomes, comprehensive integration with other systems to streamline reporting processes, and strong support for governance and automation, making it a versatile choice for organizations navigating a complex financial landscape. Additionally, its user-friendly interface further promotes accessibility for actuarial teams, enabling them to leverage its full potential without extensive training.
API Access
Has API
API Access
Has API
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
WTW
Country
United Kingdom
Website
www.wtwco.com/en-id/solutions/products/riskagility-financial-modeller
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