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About

Founded on the principle of simplifying the overwhelming, AgentCubed is a popular cloud-based software for organizations that need a robust but simple answer to what is essential when working in the insurance space. The company's tailored solution does this by bringing together a three-in-one solution that combines - Lead Management & Distribution, Agency & Policy Management, and Customer Relationship Management. Cutting down on the need to incorporate any third party software that often does not adequately communicate or automate, delaying an agent's ability to take a customer from A to Z. AgentCubed provides an easy to navigate online dashboard to give an agent the flexibility of managing leads by opportunity status, date, or disposition. The built-in calculator allows for a smooth quotation process that walks both the agent and prospect through the entire operation. Maximizing the efficiency of your business while increasing compliance adherence, client retention, and more.

About

Insurance Agency Management System. The comprehensive HIPAA compliant software for independent agencies and agents, created specifically to solve the problems that you and your team face every day. Industry-Specific Technology at your fingertips. Manage Your Insurance Business from Anywhere, Anytime Apizeal is a cloud-based insurance agency management system that helps independent agencies and agents to evolve and grow their business with an industry-specific platform. The system integrates policies and client management with commissions processing, E-Contracting, marketing automation, and lead generation tools. All you need in one organized and secure place. Why choose Apizeal? Become The Leader In Your Market With The Right Solutions. We have designed each solution based on what insurance agencies and agents need to be successful. Agency administration. Drive an efficient HIPAA compliant agency. Apizeal saves you time, money, and resources by improving your workflow automatically

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Proven to work best for Medium to Large size organizations in the P&C, Health, Life, and Medicare spectrum.

Audience

Health insurance agents and agencies interested in an agency management software that provides solutions for policy management, customer management, data analytics, reporting, and more

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

AgentCubed
Founded: 2010
United States
www.agentcubed.com

Company Information

Apizeal
Founded: 2019
United States
apizeal.com

Alternatives

SalesExec

SalesExec

ClickPoint Software

Alternatives

AgencyBloc AMS+

AgencyBloc AMS+

AgencyBloc
OWLS

OWLS

OWLS Software
TL LeadManager

TL LeadManager

TargetLeads
TL LeadManager

TL LeadManager

TargetLeads
INSXCloud

INSXCloud

My1HR

Categories

Categories

Insurance Agency Features

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

Lead Management Features

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Policy Management Features

Approval Process Control
Attestation
Audit Trails
Policy Creation
Policy Library
Policy Metadata Management
Policy Training
Reporting / Analytics
Version Control
Workflow Management

Insurance Agency Features

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

Integrations

No info available.

Integrations

No info available.
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