Convert P&C insurance leads
into paying customers

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Boost productivity and reduce overhead with AgentCubed.

Unlike Health, Medicare, and even some Ancillary products, P&C customers are not locked into a product for a predefined and regulated period of time. AgentCubed understands that P&C is driven by customer loyalty and the ability to bundle multi-product offerings into a single discounted portfolio. To that end, we’ve integrated with the industry’s leading data exchanges to allow easy access to all of the information critical for accurate and timely quoting and sales conversion.

  • Receive real-time updates to marketing campaigns across all channels, from SEM, direct mail, inbound response to outbound call campaigns with the AgentCubed API.
  • Ensure you always maintain compliance and adhere to industry regulations with built-in compliance features.
  • Decrease average cost per sale by boosting efficiency and reducing overhead of sales team with automated distribution and sales processes.
  • Maximize cost per acquisition through improved marketing oversight, increased sales conversion and integrated reconciliation tools.
  • Optimize sales efforts across all distribution channels with complete line of sight.

Lead Management & Distribution

  • Simplify and automate workflows and lead nurturing for intelligent lead distribution based on service area/geography, agent licensing, and even agent skill level.
  • Allow your sales team to find the right agents at the right time with the use of SMS/text or email lead distribution.
  • Utilize the lead nurturing feature to boost response time and ensure your highest converting leads route to top-performing agents while aged leads direct to your second tier sales force.

CRM Software

  • Put customer relationships first by tracking details of your agent’s interactions with AgentCubed’s robust CRM.
  • Give your agents the best tools available to enhance productivity. Eliminate the need for agents to toggle between screens and systems by integrating telephony, quoting and calendars, call scripting, document storage and access to key data in a single, easy to use dashboard.
  • Field agents can utilize the streamlined “light” version available for those not needing robust feature set of the desktop version.

Agency Management

  • Use data such as carrier, coverage type, price, plan and geographic ability to customize product configurations.
  • Eliminate case management using automated underwriting, book of business and commission files via integrations with select carriers.
  • AgentCubed’s feature set allows your business to get real-time access to sales results after easily inputting and tracking products sold.

Advanced feature set to enhance workflows:

  • ACORD/AL3 – Make the exchange of insurance & policy information accurate and easy through automated AL3 Standard ACORD file processing features.
  • DMV/DOT Integrations – Quickly access driver and auto info like license number, VIN, state, issue date, status, SR22 requirements & more through our access to state records.
  • Incident Reports – Access violations, incident type, accident type, claim amounts.
  • Real Property Information – Instantly find resident type, year built, square footage, safety information, physical location and more