--- title: "AgentCubed Software Reviews, Demo & Pricing - 2026" description: "Review of AgentCubed Software: system overview, features, price and cost information. Get free demos and compare to similar programs." source_url: "https://www.softwareadvice.com/insurance/agentcubed-profile/" page_type: "product" language: "en" --- [Home](https://www.softwareadvice.com/) / [CRM Software](https://www.softwareadvice.com/crm/) / AgentCubed Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview [Reviews](https://www.softwareadvice.com/insurance/agentcubed-profile/reviews/) # AgentCubed Review Custom quote Free trial 1 plan Wondering if AgentCubed is right for your organization? Our CRM Software selection experts can help you in 15 minutes or less. On this page - Overview - User Interface - Popular Alternatives - Pricing and Plans - Features - User Reviews ## Overview AgentCubed 4.4 [(10)](https://www.softwareadvice.com/insurance/agentcubed-profile/reviews/) Pricing Pricing available upon request ### About AgentCubed AgentCubed provides lead management and CRM solutions specific to those in the insurance industry. It helps users automate workflows, manage the relationship and generate leads by skills-based routing. The solution is cloud-based and offers sales automation, customer service and support, quoting tools, calendars, web self-service, call center, field service, and knowledge management. It connects with lead providers and aggregators to provide updated information on potential clients. Lead management module integrates inside sales with field sales and lead distribution. AgentCubed provides customer report builder feature that allows users to analyze hundreds of data points in multiple combinations to improve sales efforts. It also provides down-line analytics for tracking brokers, affiliates, regions and satellite offices. The activity dashboards provide a 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 relevant to their sub group. The solution is a fit for medium to large sized insurance companies. Support is offered via email and phone. Wondering if AgentCubed is right for your organization? Our CRM Software selection experts can help you in 15 minutes or less. ## AgentCubed User Interface ## Popular AgentCubed Alternatives Main Product AgentCubed 4.4 [(10)](https://www.softwareadvice.com/insurance/agentcubed-profile/reviews/) Ratings Breakdown - 4.60Ease of use - 4.80Value for money - 4.44Customer support - 4.50Functionality Pricing Available upon request Get Price Alternative Product [Bitrix24](https://www.softwareadvice.com/nonprofit/bitrix24-profile/) 4.2 [(1002)](https://www.softwareadvice.com/nonprofit/bitrix24-profile/reviews/) Ratings Breakdown - 3.98Ease of use - 4.16Value for money - 3.97Customer support - 4.28Functionality Pricing Starting at $69.00 per month Get Price Alternative Product [Creatio CRM](https://www.softwareadvice.com/crm/bpmonline-profile/) 4.7 [(150)](https://www.softwareadvice.com/crm/bpmonline-profile/reviews/) Ratings Breakdown - 4.65Ease of use - 4.64Value for money - 4.65Customer support - 4.65Functionality Pricing Starting at $40.00 per month Get Price Alternative Product [Salesforce Sales Cloud](https://www.softwareadvice.com/product/2764-Salesforce/) 4.4 [(18806)](https://www.softwareadvice.com/product/2764-Salesforce/reviews/) Ratings Breakdown - 3.99Ease of use - 4.05Value for money - 4.13Customer support - 4.38Functionality Pricing Starting at $25.00 per month Get Price Alternative Product [Agile CRM](https://www.softwareadvice.com/product/6827-Agile-CRM/) 4.1 [(525)](https://www.softwareadvice.com/product/6827-Agile-CRM/reviews/) Ratings Breakdown - 4.04Ease of use - 4.13Value for money - 3.95Customer support - 4.11Functionality Pricing Available upon request Get Price Alternative Product [Odoo](https://www.softwareadvice.com/crm/odoo-profile/) 4.2 [(1324)](https://www.softwareadvice.com/crm/odoo-profile/reviews/) Ratings Breakdown - 4.04Ease of use - 4.08Value for money - 3.87Customer support - 4.17Functionality Pricing Starting at $31.10 per month Get Price ## AgentCubed Pricing and Plans Starting price: Connect with an advisor for pricing Free Trial Free Version Basic Pricing available upon request No plan information available Confused about pricing? We've got you covered. Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates. ## AgentCubed Features - Popular features found in CRM Calendar Management Customer Journey Mapping Email Management Quotes/Estimates Reporting/Analytics Sales Pipeline Management Segmentation Task Management Territory Management Workflow Management - More features of AgentCubed Accounting Integration Activity Dashboard Activity Tracking API Appointment Management Approval Process Control Attestation Audit Trail Auto-Dialer Automatic Call Distribution Billing & Invoicing Broker/Agent Portal Calendar/Reminder System Call Recording Call Routing Call Scripting Campaign Management Cancellation Tracking Carrier Upload Claims Management Claims Tracking Client Management Commission Management Comparative Insurance Rating Compliance Management Contact Management Content Management CRM Customer Portal Customizable Reports Dashboard Document Management Document Storage Email Marketing For Auto Insurance For Casualty Insurance For Disability Insurance For Health/Medical Insurance For Homeowners Insurance For Insurance Industry For Life Insurance For Long Term Care For Personal Insurance For Professional Liability Inbound Call Center Insurance Management Insurance Policy Management Insurance Policy Processing Insurance Rating Interaction Tracking Internal Chat Integration Knowledge Management Lead Capture Lead Distribution Lead Management Lead Nurturing Lead Qualification Lead Segmentation Marketing Automation Monitoring Multi-State Performance Metrics Pipeline Management Policy Creation Policy Issuance Policy Management Policy Metadata Management Policy Training Product Catalog Property & Casualty Proposal Generation Prospecting Tools Rating Engine Referral Tracking Reminders Self Service Portal Source Tracking Version Control ## AgentCubed User Reviews ## AgentCubed customer ratings - Overall rating: 4.4/5 - Total reviews: 10 ### Rating distribution - 5 stars: 7 reviews (70%) - 4 stars: 1 reviews (10%) - 3 stars: 1 reviews (10%) - 2 stars: 1 reviews (10%) - 1 star: 0 reviews (0%) ### Secondary ratings - Ease of use: 4.6/5 - Value for money: 4.8/5 - Customer support: 4.4/5 - Functionality: 4.5/5 --- ### AgentCubed simplifies the process of selling insurance. Our team is 35% more efficient than before. - Overall rating: 5/5 - Reviewer: Kyal M. - Verified reviewer: Yes - Industry: Insurance - Company size: 51-200 employees - Product usage: Used daily for more than 2 years - Reviewed: February 2018 - Review source details: This review was submitted organically. No incentive was offered 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. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros 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. --- ### AgentCubed Reviewed by MedicareBob - Overall rating: 5/5 - Reviewer: Robert B. - Product usage: Used unspecified for unspecified - Reviewed: July 2014 - Review source details: This review was submitted organically. No incentive was offered 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. #### Ratings breakdown - Ease of use: 5/5 - Customer support: 5/5 --- ### Too Clunky to be Efficient - Overall rating: 2/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Insurance - Company size: 11-50 employees - Product usage: Used daily for less than 2 years - Reviewed: October 2018 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Clunky, chunky, and inefficient. Good ideas in place, but terrible execution. Would not recommend. #### Ratings breakdown - Ease of use: 2/5 - Functionality: 3/5 #### Pros The ability to modify certain types of records is nice... but some things are still too rigid. #### Cons 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. --- ### Agent Cubed Review - Overall rating: 5/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Insurance - Company size: 11-50 employees - Product usage: Used daily for more than 2 years - Reviewed: October 2018 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. I use it to organize leads for an insurance company. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 4/5 - Customer support: 4/5 - Functionality: 4/5 #### Pros It is easy to maneuver and a useful tool to help sort leads. #### Cons The whole system can go down ocassionally. --- ### Helped me with my day to day! - Overall rating: 5/5 - Reviewer: Tishae M. - Verified reviewer: Yes - Industry: Insurance - Company size: Self-Employed - Product usage: Used daily for less than 12 months - Reviewed: September 2020 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Great experience and fairly easy software to learn! #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros I do not currently use A3 as an independent agent but I did with the company that I previously worked for and I loved it. It helped me keep track of current and prior policies, to assign to do’s to help with my follow ups, and to retain necessary documents for my files! #### Cons I wish I could have been able to merge duplicate customers easier, the client search process could be a little easier. --- ### Easy setup management system - Overall rating: 5/5 - Reviewer: Phiel Daniel H. - Verified reviewer: Yes - Industry: Hospitality - Company size: 5001-10000 employees - Product usage: Used daily for free trial - Reviewed: June 2021 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros The information is normally bestowed to the leading master available to bargain with the lead, which progresses the probability of changing the lead over to a bargain. When the specialist begins working with the lead, lead maintaining highlights help them with taking after and send the idealize course of action of materials at the culminate time.Very simple to utilize! #### Cons Changing records is too much badly designed and inflexible, and it's as well difficult to indeed think around moving all through client profiles when endeavoring to bargain with diverse errands. --- ### Best agency management system by a long shot. - Overall rating: 5/5 - Reviewer: Steve T. - Product usage: Used unspecified for unspecified - Reviewed: June 2016 - Review source details: This review was submitted organically. No incentive was offered 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. #### Ratings breakdown - Ease of use: 5/5 - Customer support: 5/5 --- ### Very easy to set up with a good account manager - Overall rating: 4/5 - Reviewer: David F. - Product usage: Used unspecified for unspecified - Reviewed: May 2016 - Review source details: This review was submitted organically. No incentive was offered In general, it is a very clean system that works if you work with it. There is no system out there that does everything you want from day one. If you invest the time to learn the system, it will reward you with a great working CRM. The cons are that you have some limits in the system without spending a lot on programming time. This is true of every system you will look into so I am not sure if this is a con with AgentCubed or CRMs in general. #### Ratings breakdown - Ease of use: 4/5 - Customer support: 5/5 --- ### Highly Recommend - Overall rating: 5/5 - Reviewer: Jana B. - Industry: Insurance - Company size: 51-200 employees - Product usage: Used daily for less than 6 months - Reviewed: June 2016 - Review source details: This review was submitted organically. No incentive was offered Agent Cubed is the complete solution for managing your agency. In addition their support is fantastic. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 --- ### Not for one person must get Min 10 Licenses - Overall rating: 3/5 - Reviewer: John B. - Product usage: Used unspecified for unspecified - Reviewed: March 2016 - Review source details: This review was submitted organically. No incentive was offered I was given access to this CRM Rater for evaluation purposes, The look is very simple, you can get up and running quickly very intuitive but I contacted the company and they only do a minimum of 10 seats at $1000.00 a bit too much when competitors have the same for under $50.00 and don't require minimums. #### Ratings breakdown - Ease of use: 5/5 - Customer support: 1/5 --- Showing 1 - 10 of 10 Reviews [See All Reviews](https://www.softwareadvice.com/insurance/agentcubed-profile/reviews/) ## Other Top Recommended CRM Software [Claritysoft CRM](https://www.softwareadvice.com/crm/claritysoft-profile/) **4.5** (255) Recently recommended **91** times [Salesforce Sales Cloud](https://www.softwareadvice.com/product/2764-Salesforce/) **4.4** (18806) Recently recommended **67** times [LeadMaster](https://www.softwareadvice.com/landing-page/leadmaster-crm-profile/) **4.1** (36) Recently recommended **59** times [BNTouch Mortgage CRM](https://www.softwareadvice.com/crm/bntouch-profile/) **4.5** (98) Recently recommended **57** times Stuck Between Options? Our experts can help you compare AgentCubed with other top options, so you can find the best fit for your needs. ## See what companies are saying about Software Advice