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AgentCubed

Fewer Complications, Endless Innovations

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About

This simple solution from AgentCubed eliminates the need for multiple systems by providing access to all customers in one easy-to-use platform.

Features

Activity Dashboard
Activity Tracking
Appointment management
Appointment scheduling
Approval Process Control
Artificial intelligence and machine learning
Audit Management
Audit trail
Billing
Broker/Agent Portal
Calendar & Reminder System
Caller ID
Call logging
Call Recording
Call Routing
Call Scripts
Call Tracking
Campaign Management
Certificate
Change Management
Commercial lines
Complaint management
Complaint Tracking
Compliance Management
Contact Management
CRM
Customer Database
Customizable Fields
Customizable Reports
Customizable scoring
Customizable templates
Dashboard
Data Enrichment
Document Management
Email Management
Email Marketing
Feedback Management
Forecasting
Helpline Management
Incident Management
Insurance Comparator
Insurance Industry Features
Insurance Policy Management
Insurance Ranking
Interaction Tracking
IVR
Lead Capture
Lead Distribution
Lead Management
Lead Segmentation
Marketing Automation
Marking
MGA Administration
Multi-Line Ranking
Multiple language support
Multiple state support
Operator Upload
Opportunity Management
Patient Communications
Pipeline Management
Policy management
Policy Management issues
Policy Metadata Management
Process & Workflow Automation
Property & Casualty Insurance
Prospecting tools
Quotes
Renewal management
Reports & Analytics
Risk assessment
Sales Forecasting
Sales pipeline management
Scoring engine
Search/Filter
Segmentation
Self-service portal
Shared Contacts
Single Sign-On
Strategy Creation
Strategy issuance
Support Ticket Tracking
Task management
Territory management
Text Editor enriched
Underwriting Management
Version Management
Waitlist Management
Workflow Management

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