AgentCubed
An enterprise platform that combines lead capture and rules-based lead distribution, a CRM and policy management for Medicare, accident and health, and P&C sales teams. It is aimed at agencies, carriers and call centers that route leads at volume. Pricing and access are sales-led.
What it costs
No prices are published on the vendor site; the site offers a demo request and a phone number. Third-party directories list the starting price as 'contact vendor'. Budgeting requires a sales conversation.
Trial and access: Demo request only on the vendor site; no public trial or self-serve signup. A third-party directory lists a free trial, which the vendor site does not mention.
Who it suits
- Multi-agent agencies and call centers that buy and distribute leads at volume
- Organizations selling across Medicare, health and P&C that want one lead and policy system
- Teams that need licensing-aware lead routing and documented consent to contact
- Buyers comfortable with a demo-led, quoted purchase
What it includes
| Insurance workflow | |
|---|---|
| Policy & renewal records | Included |
| Commission tracking | Not stated |
| ACORD forms & certificates | Not stated |
| Comparative rating / quoting | Not verified |
| Carrier records & downloads | Not stated |
| Producer licensing tracking | Included |
| Health insurance quoting | |
| Household records (members under one client) | Not stated |
| ACA marketplace quoting | Not verified |
| HealthSherpa connection (ACA) | Not stated |
| HealthSherpa connection (Medicare) | Not stated |
| Medicare plan comparison | Not verified |
| Individual Medicare quotes (drugs, pharmacy) | Not verified |
| SunFire quoting connection | Not stated |
| Provider network lookup | Not verified |
| Disruption alerts (carrier exits, network changes) | Not stated |
| Plan exit and network map | Not stated |
| Client communication | |
| Integrated phone system | Not stated |
| Integrated SMS | Not stated |
| Integrated email | Not verified |
| Integrated fax | Not stated |
| Integrated invoicing & payments | Not stated |
| AI receptionist | Not stated |
| Client portal | Not stated |
| E-signature | Not stated |
| Platform | |
| Workflow automation | Included |
| Custom fields & objects | Not verified |
| Public API | Not verified |
| Integration marketplace | Not stated |
| White-label / rebranding | Not stated |
| Mobile app | Not verified |
| Multi-language interface | Not stated |
| Reporting & dashboards | Included |
| Buying it | |
| Published price list | Not offered |
| Free plan | Not stated |
| Free trial | Not stated |
| Self-serve signup | Not offered |
What it does well
- Lead distribution is the core: rules route leads by service area, agent licensing, skill level and the consumer's channel of choice.
- Insurance-specific data model with policy and renewal management, and communications that can be scheduled around renewal dates, 65th birthdays and open enrollment.
- Compliance aids for CMS and TCPA, including documenting permission to contact and do-not-call requests, and tracking agent training and licensing.
- Covers Medicare, accident and health, and P&C in one platform, with real-time dashboards on campaigns, agent productivity, premium and policy counts.
Where it falls short
- No published pricing and no public trial; evaluation starts with a demo request.
- Quoting, drug and provider review, and exchange or carrier submission are claimed on the home page, but the vendor does not name the quoting engine or state which lines are covered.
- Phone, SMS and email channels, commissions and integration partners are not described on the vendor site.
- No public help center or product documentation; the resources library is guides and whitepapers.
See it in motion
Videos are hosted on YouTube and load only when you click. We link independent walkthroughs where they exist, not only vendor marketing.
Official documentation
Sources
- AgentCubed home page (features, ownership footer)
- AgentCubed explore page (lead routing, automation, compliance, licensing)
- AgentCubed markets page (Medicare, A&H, P&C; API library)
- AgentCubed company page
- AgentCubed resources library
- AgentCubed listing on Capterra (third-party directory)
Everything on this page traces back to one of these. Checked 2026-10-05.
Compare the others
AgencyBloc AMS+
Insurance-specific AMS and CRM
AgencyZoom
Insurance sales and retention platform
Applied Epic
Enterprise agency management system
Better Agency
Insurance CRM and AMS