Powerful All-In-One Software for Insurance Agency & Policy Management

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Gain a comprehensive view of your insurance agency with intelligent tools.

Your insurance agency should be as efficient as possible. An insurance agency management software solution will eliminate the redundancies in your organization’s day-to-day tasks. This will reduce your overhead expenses, take your agency to a paperless model, and help you focus more on customer service and converting leads rather than time-consuming administrative tasks.

AgentCubed’s insurance agency management solutions allow insurance brokers and carriers to boost productivity and run their operations more efficiently with a complete solution that includes agency and policy management, a comprehensive CRM, and lead management and distribution.

  • Significantly reduce case management by using automated underwriting and by integrating files with select carriers, brokers and carriers.
  • Manage appointments easily with a system designed to let each broker know exactly whom they’re appointed to.
  • Track commissions, update policy data and reconcile payment transactions.
  • Efficiently manage all policies in a given book of business with smart tools designed to increase communication within your insurance agency or brokerage.
  • Conveniently track interactions with potential brokers with enhanced insurance broker recruitment tools.
  • Automate daily tasks and track notes on each policy to minimize case management.
  • Easily customize individual product configurations based on carrier, coverage type, geographic ability, and price.
  • Utilize powerful real-time access tools to better understand sales results after inputting and tracking products sold.
  • Accurately monitor marketing campaigns, agent productivity, generated premiums, and much more with software integrated with your entire brokerage or agency.
  • Work smarter by using real-time analytics and customizable product configurations.