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— Agentcubed CRM —

AgentCubed CRM:

A Deep Dive for Insurance Agencies

Dive deep into Agentcubed CRM and discover if it’s the perfect fit for your business.

Let me introduce AgentCubed CRM to you. It’s a platform designed to help insurance agencies run their businesses better. This detailed look will explore the ins and outs of AgentCubed CRM, giving you the knowledge you need to decide if it’s the perfect fit for your agency.

Select below and find the best fit for your sales team’s SUCCESS.


About AgentCubed CRM

Who Uses it



Pros & Cons



What Is AgentCubed CRM?

AgentCubed CRM is a Customer Relationship Management (CRM) platform designed specifically for the insurance industry. It goes beyond the basics of CRM by offering features that are truly tailored to the intricacies of insurance sales. It’s like a central hub that stores all your customer information, simplifies policy management, automates workflows, and makes commission processing a breeze.

Who Uses AgentCubed CRM?

AgentCubed caters to a variety of insurance agencies, including:

  • Independent agencies
  • General Agencies (GAs)
  • Managing General Agencies (MGAs)
  • Independent Marketing Organizations (IMOs)/Field Marketing Organizations (FMOs)
  • Call centers

By addressing the unique needs of these diverse entities, AgentCubed positions itself as a comprehensive solution for the insurance industry.


AgentCubed employs a tiered pricing structure based on the number of users and the features required. While specific pricing details are not readily available on their website, contacting their sales team can provide you with a personalized quote tailored to your agency’s size and needs.

    Key Features


    AgentCubed boasts a feature set specifically tailored to the intricacies of insurance sales. Here are some key highlights:

    • Insurance-Centric CRM: AgentCubed goes beyond basic contact management. It allows you to capture and store detailed client information, including policy specifics, medical history (where applicable), and beneficiary details. This eliminates the need to juggle multiple systems and fosters a centralized hub for all client-related data.
    • Comprehensive Policy Management: Track policies effortlessly within AgentCubed. From initial quotes to renewals and cancellations, the platform facilitates a streamlined approach to policy administration, saving you valuable time and minimizing errors.
    • Automated Workflows: Reduce manual tasks with AgentCubed’s automation capabilities. Automate tasks like appointment reminders, follow-up emails, and renewal notifications, freeing your team to focus on high-value activities like client consultations.
    • Commissions Processing: AgentCubed simplifies the often-complex process of commission calculations and payouts. You can generate detailed commission reports and ensure accurate compensation for your agents.
    • Reporting and Analytics: Gain valuable insights into your agency’s performance with AgentCubed’s robust reporting tools. Generate reports on sales figures, agent productivity, and client retention, allowing you to make data-driven decisions for future growth.

      Implementation and Support


      AgentCubed makes it easy to get up and running with their streamlined implementation process.  Their support team are there to help with data migration, training your staff, and any ongoing troubleshooting you might need.

      Pros & Cons


      • Industry-Specific Features: AgentCubed caters specifically to the needs of insurance agencies, offering functionalities not typically found in generic CRMs.
      • Automation Capabilities: Free up your team’s time and minimize errors with automated workflows.
      • Commissions Processing: Streamline commission calculations and payouts for accurate compensation management.
      • Reporting and Analytics: Gain valuable insights into your agency’s performance with comprehensive reporting tools.


      • Limited Pricing Transparency: Pricing details are not readily available on the website, requiring you to contact sales for a quote.
      • Potential Learning Curve: While the platform is designed for ease of use, some users might encounter an initial learning curve.

                Alternatives to consider

                Several CRM alternatives cater to the insurance industry, including:

                • SuperOffice CRM
                • NetSuite CRM
                • Salesforce CRM

                These alternatives offer varying features and functionalities. Evaluating your specific needs and budget will help you determine the most suitable solution.


                AgentCubed integrates with various third-party applications to enhance its functionality. These integrations can include:

                • Email Marketing Platforms
                • Electronic Signature Solutions
                • Accounting Software


                  AgentCubed gets mostly good reviews from users. Many users are pleased with its industry-specific features, automation capabilities, and improved efficiency. Some users say there’s a bit of a learning curve, and they’d like to see.


                  Ericson Da Silva.

                  Ericson has been Working on with CRM and Marketing Automation since 2013 with clients all over the US, UK, Switzerland, Norway, China and Spain. If you have any questions or you want someone to help you implement your CRM solution, you can book a FREE consultation here.