Average Ratings 0 Ratings
Average Ratings 125 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
Zoho CRM offers a simple and clean interface layout with a variety unique features that increase lead conversion rates. The CRM has an intuitive dashboard that allows you to run'macros' that will streamline the way a lead is contacted. This will also allow you to track the progress of a sale. Administrators can monitor missed opportunities, best performing agents, and make business-impacting decision using the sales report function.
API Access
Has API
No
API Access
Has API
Yes
Integrations
Business Card Reader
No
CloudHub
No
Discern
No
Driftrock
No
Endorsed
No
Fire Your QA
No
Guideflow
No
Interakt
No
Oracle Big Data Preparation
No
PandaDoc
No
Integrations
Business Card Reader
Yes
CloudHub
Yes
Discern
Yes
Driftrock
Yes
Endorsed
Yes
Fire Your QA
Yes
Guideflow
Yes
Interakt
Yes
Oracle Big Data Preparation
Yes
PandaDoc
Yes
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Pricing Details
$14.00/month/user
Standard Edition - $14/user/month
Professional - $23/user/month
Enterprise - $40/user/month
Ultimate - $52/user/month
Get a 15-day FREE Trial with every edition.
Professional - $23/user/month
Enterprise - $40/user/month
Ultimate - $52/user/month
Get a 15-day FREE Trial with every edition.
Free Trial
Yes
Free Version
Yes
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
Yes
iPad App
Yes
Android App
Yes
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)
No
In Person
Yes
Vendor Details
Company Name
AgentCubed
Founded
2010
Country
United States
Website
www.agentcubed.com
Vendor Details
Company Name
Zoho
Founded
1996
Country
United States
Website
www.zoho.com/crm/
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
CRM
Calendar/Reminder System
Yes
Call Logging
Yes
Document Storage
Yes
Email Marketing
Yes
Internal Chat Integration
Yes
Lead Scoring
Yes
Marketing Automation Integration
Yes
Mobile Access
Yes
Quotes / Proposals
Yes
Segmentation
Yes
Social Media Integration
Yes
Task Management
Yes
Territory Management
Yes
Lead Management
Activity Tracking
No
Campaign Management
Yes
Lead Capture
Yes
Lead Distribution
No
Lead Nurturing
Yes
Lead Scoring
Yes
Lead Segmentation
Yes
Pipeline Management
Yes
Prospecting Tools
No
Source Tracking
Yes
Sales Force Automation
Call Management
Yes
Campaign Management
Yes
Channel Management
Yes
Commission Management
No
Contact Management
Yes
Contract Management
No
Customer Database
Yes
Email Marketing
Yes
Field Sales Management
Yes
Lead Management
Yes
Opportunity Management
Yes
Performance Metrics
Yes
Proposal Generation
No
Referral Tracking
Yes
Sales Forecasting
Yes
Territory Management
Yes
Sales Performance Management
Incentive Compensation Management (ICM)
No
Predictive Sales Analytics
Yes
Quota Management
No
Reporting / Analytics
Yes
Sales Coaching Analysis
No
Sales Gamification
Yes
Sales Performance Tracking
Yes
Sales Planning & Forecasting
Yes
Territory Management
Yes
Sales Tracking
Activity Dashboard
No
Alerts / Notifications
No
Appointment Scheduling
No
Call Logging
No
Comments / Notes
No
Custom Reports
No
Document Management
No
Email Templates
No
Interaction Tracking
No
Lead Management
No
Lead Scoring
No
Pipeline Management
No
Reporting / Analytics
No
Task Management
No