AgentCubed

AgentCubed

von AgentCubed

Wer verwendet AgentCubed?

Our platform is tailored for medium to large agencies and call centers. All insurance verticals including P&C, Health, Life, and Medicare

Was ist AgentCubed?

AgentCubed provides the single solution for insurance agencies and health plans. Our sales solution helps solve issues agencies may be experiencing with average time of sale by integrating quoting and enrollment. We solve your pain points with lead tracking, ROI calculation, cross-selling, compliance, finance reconciliation, and/or customer retention. We combine lead management, distribution and policy management into one easy to use platform.

AgentCubed – Details

AgentCubed

http://www.agentcubed.com/

Gegründet 2010

AgentCubed – Preisübersicht

AgentCubed bietet keine Gratisversion, aber eine kostenlose Testversion. Weitere Preisinformationen für AgentCubed findest du unten.

Kostenlose Version

Nein

Gratis Testen

Ja

Einsatz

Cloud, SaaS, Web

Training

Persönlich

Live Online

Webinare

Dokumentation

Kundenbetreuung

Support während der Geschäftszeiten

Online

AgentCubed Funktionen

CRM-Systeme
Angebote / Vorschläge
Aufgabenmanagement
Dokumentenspeicher
E-Mail Marketing
Gebietsmanagement
Interne Chat-Integration
Kalender-/Erinnerungssystem
Lead Scoring
Marketing-Automatisierung-Integration
Mobiler Zugriff
Segmentierung
Social-Media-Integration
Kampagnenmanagement
Lead Scoring
Lead Segmentierung
Lead-Distribution
Lead-Erfassung
Lead-Pflege
Pipeline-Management
Planungs-Tools
Quellen-Nachverfolgung
Verfolgung von Interaktionen
Audit Trails
Berichterstattung / Analyse
Bescheinigung
Kontrolle des Genehmigungsprozesses
Richtlinien-Metadaten-Management
Richtlinien-Schulung
Richtlinienbibliothek
Richtlinienerstellung
Versionskontrolle
Workflow-Management
Angebotsmanagement
Dokumentenmanagement
Kontaktmanagement
Leben & Gesundheit
Provisionsmanagement
Reklamationsabwicklung
Schaden- und Unfallversicherung
Versicherungseinstufung
Verwaltung von Versicherungspolicen

AgentCubed – Nutzerbewertungen

Zeigt 5 von 8 Nutzerbewertungen

Gesamt
4.2/5
Benutzerfreundlichkeit
4.5/5
Kundenservice
4.3/5
Funktionen
4.2/5
Preis-Leistungs-Verhältnis
4.7/5
Kyal M.
Senior Vice President - HealthCompare Insurance Services Inc.
Versicherung, 51-200 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
  • Gesamtbewertung
    5/5
  • Benutzerfreundlichkeit
    5/5
  • Eigenschaften & Funktionalitäten
    5/5
  • Kundenbetreuung
    5/5
  • Preis-Leistungs-Verhältnis
    5/5
  • Wahrscheinlichkeit der Weiterempfehlung
    10/10
  • Quelle des Nutzers 
  • Bewertet am 6.2.2018

"AgentCubed simplifies the process of selling insurance. Our team is 35% more efficient than before."

Kommentare: My team is significantly more efficient using AgentCubed than they were on our previous CRM. In addition, this system supports Medicare compliance and the Multi-Channel sale.

Vorteile: Simple to set up and easy to use. As a lead comes into the call center, the lead is immediately available for a field agent to take action. Additionally, the system knows where the lead came from so the agent can reference it in their outreach and we can use the data for understanding marketing ROI by campaign. The lead's information is automatically shared with the best agent available to manage the lead, which increases the likelihood of converting the lead to a sale. Once the agent begins working with the lead, lead nurturing features help them properly follow up and send the right set of materials at the right time. It takes a lot of the legwork out of the process, and ensures our agents can focus solely on their personal interaction with the lead. If the lead doesn't want to complete the sale over the phone, a field agent can be dispatched through the system via SMS. The customer is always the top priority in the process. Agencies don't have to configure a 3rd party CRM to fit their business. The front-end work is already done and optimized for the insurance industry.

  • Quelle des Nutzers 
  • Bewertet am 6.2.2018
Robert B.
Founder
  • Gesamtbewertung
    5/5
  • Benutzerfreundlichkeit
    5/5
  • Eigenschaften & Funktionalitäten
    Nicht bewertet
  • Kundenbetreuung
    5/5
  • Preis-Leistungs-Verhältnis
    Nicht bewertet
  • Wahrscheinlichkeit der Weiterempfehlung
    Nicht bewertet
  • Quelle des Nutzers 
  • Bewertet am 31.7.2014

"AgentCubed Reviewed by MedicareBob"

Kommentare: The Medicare Insurance Industry is very competitive and AgentCubed is one of the reasons I believe I am able to stay ahead of the competition. Managing, Distributing, and Monitoring Leads: Owning a Medicare Insurance Telephonic Agency, one of my most expensive investments is purchasing/generating leads. AgentCubed easily allows me to integrate with all types of different lead providers/sources, more importantly I can easily manage, distribute and monitor every lead I generate or purchase. Managing current clients: AgentCubed allows me to tack every client even after the initial purchase. Within AgentCubed, my agents can add all of the clients policy and Medicare information for future use. AgenctCubed is a CRM that is designed for the Insurance Industry. Other CRM's will offer to "customize" their system for you, but nothing is better than a company that is designed to work within your industry. Agent Management: As a Telephonic Insurance Agency, my agents are appointed with over 15 different insurance companies and are all licensed in various states. With AgentCubed's "Manage User Platform", I can easily manage my agents. I know that my agents are only going to speak to clients that the agent is licensed in and my agents easily can review their Appointment Writing Numbers with each Carrier they are Appointed with. Reporting: Be prepared to spend hours within AgentCubed's Report Platform. If you are like me, you want to understand everything about your business, well AgentCubed's Reporting Platform allows you to do this. AgentCubed provides you with the ability to track: Agent Dials, Lead performance, Policy Performance and much much more. Customer Service: My Customer Service Representative is Megan Bensley, "Top Notch" is all I can say. When I have a question or concern, all I have to do is e-mail her and it feels like I am her key focus every time. Improvement: The Commission Tracking Feature does not allow me to depend on it 100%. Carriers pay differently depending on: the Client's State, the Carrier's product, Guarantee Issue, Client age, etc... I have not been able to use AgentCubed to track commissions. This being said, I have spent a ton of money trying to create my own automated commission tracking system with no success. I strongly recommend AgentCubed.

  • Quelle des Nutzers 
  • Bewertet am 31.7.2014
Verifizierter Rezensent
Volunteer
Versicherung, 13-50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
  • Gesamtbewertung
    5/5
  • Benutzerfreundlichkeit
    5/5
  • Eigenschaften & Funktionalitäten
    4/5
  • Kundenbetreuung
    4/5
  • Preis-Leistungs-Verhältnis
    4/5
  • Wahrscheinlichkeit der Weiterempfehlung
    8/10
  • Quelle des Nutzers 
  • Bewertet am 30.10.2018

"Agent Cubed Review"

Kommentare: I use it to organize leads for an insurance company.

Vorteile: It is easy to maneuver and a useful tool to help sort leads.

Nachteile: The whole system can go down ocassionally.

  • Quelle des Nutzers 
  • Bewertet am 30.10.2018
Verifizierter Rezensent
Licensed Insurance Sales Producer
Versicherung, 13-50 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
  • Gesamtbewertung
    2/5
  • Benutzerfreundlichkeit
    2/5
  • Eigenschaften & Funktionalitäten
    3/5
  • Kundenbetreuung
    Nicht bewertet
  • Preis-Leistungs-Verhältnis
    Nicht bewertet
  • Wahrscheinlichkeit der Weiterempfehlung
    0/10
  • Quelle des Nutzers 
  • Bewertet am 16.10.2018

"Too Clunky to be Efficient"

Kommentare: Clunky, chunky, and inefficient. Good ideas in place, but terrible execution. Would not recommend.

Vorteile: The ability to modify certain types of records is nice... but some things are still too rigid.

Nachteile: Finding records is frustrating. The search function is too odd to work the way it should. Entering and editing records is too clunky and rigid, and it's too difficult to move in and out of customer profiles when trying to handle multiple tasks.

  • Quelle des Nutzers 
  • Bewertet am 16.10.2018
Steve T.
President
  • Gesamtbewertung
    5/5
  • Benutzerfreundlichkeit
    5/5
  • Eigenschaften & Funktionalitäten
    Nicht bewertet
  • Kundenbetreuung
    5/5
  • Preis-Leistungs-Verhältnis
    Nicht bewertet
  • Wahrscheinlichkeit der Weiterempfehlung
    Nicht bewertet
  • Quelle des Nutzers 
  • Bewertet am 9.6.2016

"Best agency management system by a long shot."

Kommentare: There are so many features and reporting capabilities designed to help agency managers and independent agents optimize their productivity and efficiency. We have thousands of agents with a wide array of needs - AgentCubed is ideal for allowing agents with unique needs utilize the platform to the extent that works best for them. We've also been impressed with the continued evolution of AgentCubed over the years and their willingness to innovate along with our changing needs.

  • Quelle des Nutzers 
  • Bewertet am 9.6.2016