Making selling Medicare insurance easy by finding, converting & keeping customers

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Meet all of your goals using one powerful solution.

Whether you have 5 or 15,000 agents, you can transform the approach you take to meet your Medicare marketing, sales and retention goals – regardless of whether you’re a health plan organization, marketing organization, or broker agency. Get a complete line of sight to the entire sales life-cycle from marketing to sale across all distribution channels – all within one powerful platform that combines automated lead management and distribution, a robust CRM, and agency management to provide you with one solution for all of your needs.

  • Get real-time updates to all marketing campaigns from SEM, direct mail, inbound response to outbound call campaigns with the AgentCubed API.
  • Adhere to industry regulations (including Centers for Medicare & Medicaid Services, CMS) with built-in compliance features.
  • Minimize cost per acquisition through improved marketing oversight, increased sales conversion and integrated reconciliation tools.
  • Decrease your cost per sale by reducing overhead and increasing efficiency of sales team with automated distribution and sales processes.
  • Optimize sales efforts across all distribution channels with complete line of sight

Lead Management & Distribution

  • Automate workflows for intelligent lead distribution based on geography, agent licensing level, and even agent skill level.
  • Improve response time with the lead nurturing feature to ensure highest converting leads route to top-performing agents while aged leads direct to your second tier sales force.
  • Use SMS/text or email lead distribution to allow sales team to find the right agents at the right time for intelligent appointment scheduling.

CRM Software

  • Eliminate the need for multiple screens and systems by accessing all customers in one easy-to-use platform.
  • Utilize features such as integrated telephony, call scripting, built-in quoting – everything you need to convert a lead into a customer.
  • Never forget to contact a lead using automatic distribution of follow-up tasks, built-in calendar and event reminders.
  • Use AgentCubed out of the office via the simplified “light version”, built with field-based agents in mind.

Agency Management

  • Eliminate case management using automated underwriting, book of business and commission files via integration with select carriers.
  • Customize product configuration based on carrier, coverage type, plan, price and geographic ability.
  • Get real-time access to sales results after easily inputting and tracking products sold.
  • Easily find and track effective dates and Medicare claim numbers.

Campaign Tracking

  • Always stay on top of KPI’s using fully customizable, real-time dashboards to track and monitor data.
  • Effectively monitor marketing campaigns, agent productivity, generated premiums, policy counts, and carrier and product performance.
  • Efficiently manage and track all aspects of the sales process with access to executive dashboards, agent scoreboards, custom reports and live system monitoring.
  • Build purchasing profiles for future marketing campaigns, staffing models, and agent training using invaluable post-campaign analytics.

Direct Mail

  • Eliminate the need to track print separately from digital efforts using in-house or third party mail and print service providers.
  • Fully automate the capture of inbound calls and business reply card responses generated from direct mail campaigns.


  • Ensure agents are only offering customers products they’re licensed, certified and appointed to sell using AgentCubed licensing and appointment tracking features.
  • Track beneficiary consent using the “Consent to Contact” module, allowing for improved adherence to CMS regulations.
  • Ensure all call center-originated field appointments have a completed SCOPE before the lead ever makes its way to a field agent.
  • Capture and retain documents/documentation for each and every beneficiary interaction.
  • Improve compliance – AgentCubed works with industry experts and constantly monitors the Medicare Marketing & Enrollment Guidelines to simplify adherence.

Fulfilment Requests

  • Streamline the submission of pre-enrollment kits, summary of benefits, and all-in-one guides.
  • Easily use the built-in pick and pull approach to find geographically available plans based on the lead’s location.
  • Integrate with in-house or third party mail and print providers to enable electronic fulfillment via email or hard-copy.


  • Create and manage detailed information for seminars including presenter, location, date, time, attendee count, and more.
  • Use the intuitive search feature that only lists seminars based on the distance (mile radius) of the seminar relative to the zip code of the lead.