AgentCubed Software


Founded in 2009, AgentCubed focuses on delivering powerful lead management and CRM solutions specific to those in the insurance industry. By partnering with other leaders in the industry, AgentCubed is able to offer a comprehensive system that can be scaled to fit each user’s different needs. AgentCubed has three different versions of their product: Call Center, Agency, and Agent.

AgentCubed has many robust tools to help manage the entire customer lifecycle. With their integrated suite of cloud based applications, AgentCubed is able to offer sales automation, customer service and support, quoting tools, calendars, web self-service, call center, field service, and knowledge management. Lead scoring and nurturing tools are an integral part of the software. AgentCubed connects with over 100 lead providers and aggregators to provide the most up-to-date information on potential opportunities. Other lead management features include the ability to fully integrate inside sales with field sales, and intelligent lead distribution.

The reporting and analytics features of AgentCubed are unmatched. Customer Report Builder features allow users to analyze hundreds of data points, in any combination, to maximize sales efforts. AgentCubed also provides down-line analytics for tracking brokers, affiliates, regions and satellite offices. Our intuitive dashboards provide a simple yet comprehensive view of key performance metrics for all down-lines. Line-of-sight access can also be granted to down-line users so that those users only see the data that is pertinent to their sub group.

We find AgentCubed to be a good fit for medium to large sized insurance agencies, insurance carriers, and insurance call centers.


AgentCubed - Dashboard
  • AgentCubed - Dashboard
  • AgentCubed - Leads
  • AgentCubed - Call unit management
    Call unit management
  • AgentCubed - Carrier plan management
    Carrier plan management
  • AgentCubed - Calendar
  • AgentCubed - Email templates
    Email templates
Supported Operating System(s):
Web browser (OS agnostic)

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