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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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

Agents Ally is an advanced productivity solution designed exclusively for insurance professionals. Featuring top-tier functionalities such as SMPs, integrated Calling Sessions, and List Imports, Agents Ally introduces remarkable new features and enhances automation to maximize your marketing and sales efforts. An essential metric dashboard presents crucial insights at a glance and offers quick action links for convenience. The system employs weights and ranks to score scheduled tasks, ensuring that the most promising opportunities are prioritized for follow-up. By streamlining the execution of call tasks and campaigns, users can allocate more time to fostering deeper connections and relationships. Additionally, it provides the ability to generate customized, real-time marketing experiences that can automatically adjust to meet each customer's unique needs and preferences. You can maintain connectivity and productivity even when working remotely. Furthermore, Sequential Marketing Programs facilitate the delivery of targeted, multi-channel messages in a specific sequence over a set timeframe, ensuring your outreach remains effective and organized. This comprehensive approach not only boosts efficiency but also enhances customer engagement.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Salesforce No 

Integrations

Salesforce Yes 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

$99 per month
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 No 
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 No 
Webinars No 
Live Training (Online) No 
In Person Yes 

Vendor Details

Company Name

AgentCubed

Founded

2010

Country

United States

Website

www.agentcubed.com

Vendor Details

Company Name

Agents Ally

Country

United States

Website

www.agentsally.com

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 

Product Features

Insurance Agency Management

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

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