AgentCubed Review - why 4.3 stars?

AgentCubed Review
ITQlick Score: 82/100
ITQlick Rating:
Pricing: 8/10 - high cost
Category: Insurance -> AgentCubed review
Ranking:Ranked 7 out of 37 Insurance systems
Company: AgentCubed
Typical customers: Small, medium and large size businesses
Platforms: Desktop
Links: AgentCubed pricing, AgentCubed alternatives
Shlomi LaviShlomi Lavi / updated: Dec 19, 2022

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What is AgentCubed?

AgentCubed is a lead management and CRM solution designed for the insurance industry. The software includes features to maximize agent productivity, measure performance as well as capture more qualified leads with real time verification.

AgentCubed was founded in 2009 with the goal of creating solutions for insurance agents and agencies. The company’s products handle the entire lead to customer lifecycle with the aim to reduce the time between receiving leads and converting them into revenue.

Who is it best for?

AgentCubed is designed to meet the specific requirements of the insurance industry. It addresses sectors that include insurance agencies, insurance carriers and insurance call centers. The product is scalable to meet all business sizes but is better suited for mid-range to larger enterprise providers. The solution is currently provided as a cloud based deployment option.

The product is best suited for insurance call centers by providing custom workflows for lead distribution and cross selling as well as performance and commission tracking.

There is also support for integrated IP telephony through InContact or Five9. AgentCubed also addresses insurance agencies by providing the processes and work flows to easily manage their agent workforce while ensuring the independence of the agent to encourage productivity and sales.

Finally independent agents can also benefit from AgentCubed through optimization of lead management as well as improving customer retention rates and follow on business.

Current customers of AgentCubed include America’s Health Care and Rx Plan Agency

Main features and functionalities

AgentCubed provides real time integration to various healthcare carriers detailing the different types of coverage, underwriting and policy riders for consideration. There is also commission reconciliation to ensure agents are properly compensated for any sales. In addition AgentCubed also streamlines the quotation process by integrating quoting tools by Quotit for individual health insurance, Health Plan One for MediCare, and Quomation & PL Rator for property and casualty insurance thereby providing a wide range of certified insurance options for agents to provide clients.

The product also allows agents to target sales efforts to the most profitable leads by integration with lead providers, consumer facing web sites and third party applications which are verified by the eBureau. When a lead is obtained AgentCubed’s skills based routing and where necessary state licensing routing features allows it to be directed to the right agent who can progress it to a sale conversion while also making the most of cross-selling opportunities.

Finally there are detailed reporting options for sales funnel management, compensation, lead status & sales conversion, policy status & activity as well as executive dashboards for performance, revenue and productivity monitoring with KPI analysis.

What is the actual cost?

ITQlick pricing score is 8 out of 10 (10 is most expensive). Access ITQlick pricing guide for AgentCubed.


  • AgentCubed offers different versions of its software based on the needs of the customer
  • Leads are validated using the eBureau service to ensure greater chances for sales conversion
  • AgentCubed is designed to meet the specific requirements of the insurance industry
  • There is support for detailed reporting and analytics in AgentCubed
  • The solution supports skill based routing to intelligently route leads to agents with the right skills to address the customer’s requirement


  • AgentCubed does not offer a free trial of the product
  • There are no social collaboration tools or social media integration provided by AgentCubed.
  • There is no support for user driven customization of the product
  • AgentCubed does not fully support mobile device access to its application
  • The solution provides integration only to defined third parties and does not offer an open API integration option

How it stacks up?

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Frequently Asked Questions (FAQs)

Is it the best Insurance system?

AgentCubed is ranked 7 out of 37 software in their category (Insurance systems).

How they are rated on ITQlick?

The rating of AgentCubed is 4.3 stars out of 5 and the total score is 82 out of 100. The rating score is based on our unbiased data-based algo. Learn more - rating methodology page.

Is it an easy to use Software?

Yes, AgentCubed makes it fairly easy to use. This product is user friendly and intuitive.

Is it cloud-based?

No, the software in not cloud based so you would need to install it locally and connect it directly to a server.

Can it be used on mobile?

No, currently AgentCubed can't be accessed on mobile, you would need to access it from your computer.

What should we ask during a demo session?

Differences between AgentCubed and alternatives?

The most popular alternatives to AgentCubed in 2023: FormFire, Applied Epic, Agency Matrix, Agentmethods, Agency Suites. Access the complete competitors analysis here - AgentCubed VS Insurance Software alternatives.

List of categories

Document Management
Channel Management
Complaint Management
Customer Loyalty
Healthcare CRM
Help Desk
Insurance CRM
Lead Generation
Online CRM
Self-Service Portal

List of features

Call Center Management
Campaign Dashboard
Campaign Management
Customer Service
Document Management
Lead Management
Sales Automation
Sales Forecasting
Sales Reports
Social Advertising
Workflow Rules & Management
Custom Scoring
Product-based Scoring
Prospect Routing

Auditor - Shlomi Lavi

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Shlomi Lavi is an entrepreneur and founder of He holds a Bachelor of Science (B.Sc.) in Information Systems Engineering from Ben Gurion University in Israel. Shlomi brings 17 years of global IT and IS management experience as a consultant and implementation expert for small, medium and large-sized (global) companies. Shlomi’s goal is to share the best knowledge and news about information systems so you can make smarter buying decisions for your business.