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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

AgencyBloc's Plus Suite offers a comprehensive set of tailored solutions for health, senior, and benefits agencies, enabling them to streamline their data management, maintain compliance, automate processes, and enhance client and policy management, ultimately facilitating a smoother path to sustainable growth while overcoming various obstacles. This innovative platform is designed specifically to cater to the unique needs of the insurance industry, ensuring agencies can thrive in a competitive landscape.

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.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

AgentMethods Yes 
Ease Yes 
Employee Navigator Yes 
Five9 Yes 
Intulse Yes 
ReviewInc Yes 
Xinix Yes 
Zapier Yes 

Integrations

AgentMethods No 
Ease No 
Employee Navigator No 
Five9 No 
Intulse No 
ReviewInc No 
Xinix No 
Zapier No 

Pricing Details

$109.00/month
Plans start at $109/month and are customized to each agency.
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

AgencyBloc

Founded

2008

Country

United States

Website

www.agencybloc.com

Vendor Details

Company Name

AgentCubed

Founded

2010

Country

United States

Website

www.agentcubed.com

Product Features

Commission

Affiliate Management No 
Agency Commission Yes 
Commission Calculations Yes 
Commission Scheduling Yes 
Commission Tracking Yes 
Compliance Management No 
Flat Commissions Yes 
Incentive Programs No 
Multi-Tiered Commissions Yes 
Percentage Commissions Yes 
Sliding Scale Commissions No 
Split Commissions Yes 

CRM

Calendar/Reminder System Yes 
Call Logging Yes 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration Yes 
Mobile Access No 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management Yes 
Territory Management No 

Insurance Agency Management

Claims Management No 
Commission Management Yes 
Contact Management Yes 
Document Management Yes 
Insurance Rating No 
Life & Health Yes 
Policy Management Yes 
Property & Casualty No 
Quote Management No 

Insurance Policy

Cancellation Tracking No 
Claims Tracking Yes 
Policy Generation No 
Policy Issuance No 
Policy Processing Yes 
Quotes / Estimates No 
Rating Engine No 
Reinstatement Tracking No 
Reinsurance Administration No 
Renewal Management Yes 
Underwriting Management No 

Quoting

Automated Quoting Yes 
Catalog Management Yes 
Client Portal No 
Contact Management No 
Customer Accounts No 
Customizable Branding No 
Discount Management No 
Forms Creation Yes 
Pricing Management No 
Product Configurator Yes 
Proposal Management Yes 

Product Features

Insurance Agency Management

Claims Management No 
Commission Management Yes 
Contact Management Yes 
Document Management Yes 
Insurance Rating Yes 
Life & Health Yes 
Policy Management Yes 
Property & Casualty Yes 
Quote Management Yes 

Lead Management

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

Policy Management

Approval Process Control Yes 
Attestation Yes 
Audit Trails Yes 
Policy Creation Yes 
Policy Library No 
Policy Metadata Management Yes 
Policy Training Yes 
Reporting / Analytics Yes 
Version Control Yes 
Workflow Management Yes 

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