--- description: Scopri le funzionalità di AgentCubed, i dettagli del prodotto, chi utilizza il software e quali sono i prodotti suggeriti. Attraverso le recensioni di utenti verificati potrai capire com’è la user experience, l’assistenza post-vendita e molto altro. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: AgentCubed - Prezzi, recensioni, informazioni - Capterra Italia 2026 --- Breadcrumb: [Home](/) > [Gestionali assicurativi](/directory/20035/insurance-agency/software) > [AgentCubed](/software/135371/agentcubed) # AgentCubed Canonical: https://www.capterra.it/software/135371/agentcubed Pagina: 1/2\ Avanti: [Pagina successiva](https://www.capterra.it/software/135371/agentcubed?page=2) > AgentCubed fornisce una soluzione singola per le compagnie assicurative, combinando più soluzioni di gestione in un'unica piattaforma. > > Conclusione: valutazione di **4.4/5** stelle assegnate da 10 utenti. Miglior punteggio per il parametro **Lo consiglieresti?**. ----- ## Panoramica ### Chi utilizza AgentCubed? Questa piattaforma è pensata per agenzie e call center di medie e grandi dimensioni. Tutti i settori verticali assicurativi, compresi danni e sinistri, salute, vita e Medicare. ## Statistiche e valutazioni | Parametro | Valutazione | Dettaglio | | **Nel complesso** | **4.4/5** | 10 Recensioni | | Facilità d'uso | 4.6/5 | Sulla base delle recensioni complessive | | Assistenza clienti | 4.4/5 | Sulla base delle recensioni complessive | | Rapporto qualità-prezzo | 4.8/5 | Sulla base delle recensioni complessive | | Funzionalità | 4.5/5 | Sulla base delle recensioni complessive | | Percentuale di raccomandazione | 80% | (8/10 Lo consiglieresti?) | ## Informazioni sul fornitore - **Azienda**: AgentCubed - **Anno di fondazione**: 2010 ## Contesto commerciale - **Modello tariffario**: (Versione di prova gratuita (free trial)) - **Pubblico target**: 2-10, 11-50, 51-200, 201-500, 501-1.000, 1.001-5.000, 5.001-10.000, 10.000+ - **Implementazione e piattaforme**: Cloud, SaaS, Web, Android (mobile), iPhone (mobile), iPad (mobile) - **Lingue supportate**: inglese - **Paesi disponibili**: Stati Uniti ## Funzionalità - Acquisizione di potenziali clienti - Archiviazione di documenti - Attestazione - Broker/Agent Portal - Caricamento di operatori - Controllo del processo di valutazione - Controllo della versione - Creazione di policy - Creazione di report/analisi - Danni e infortuni - Dashboard - Definizione degli script di chiamata - Distribuzione di potenziali clienti - Email Marketing - Fatturazione e contabilizzazione - Gestione appuntamenti - Gestione contatti - Gestione del flusso di lavoro - Gestione della campagna - Gestione della conformità - Gestione della pipeline di vendita - Gestione della posta elettronica - Gestione delle attività - Gestione delle commissioni - Gestione delle conoscenze - Gestione delle pipeline - Gestione delle polizze assicurative - Gestione delle polizze assicurative - Gestione di documenti - Gestione di potenziali clienti - Gestione polizze - Gestione reclami - Instradamento delle chiamate - Lead Nurturing - Lead Qualification - Monitoraggio reclami - Parametri prestazionali - Per il settore assicurativo - Portale dei clienti - Portale self-service - Preventivi/Stime - Promemoria - Quadro della attività - Registrazione delle chiamate - Report personalizzabili - Segmentazione - Segmentazione della clientela potenziale - Sistema di calendari e promemoria - Tracciamento delle interazioni - Tracciato di controllo ... e altre 4 funzionalità ## Integrazioni (1 in totale) - IVANS Download ## Opzioni di supporto - Email/Help desk - FAQ/Forum - Knowledge Base - Assistenza telefonica - Chat ## Categoria - [Gestionali assicurativi](https://www.capterra.it/directory/20035/insurance-agency/software) ## Categorie correlate - [Gestionali assicurativi](https://www.capterra.it/directory/20035/insurance-agency/software) - [Software CRM](https://www.capterra.it/directory/2/customer-relationship-management/software) - [Software per lead management](https://www.capterra.it/directory/30017/lead-management/software) - [Software per la gestione delle policy](https://www.capterra.it/directory/30846/policy-management/software) - [Software di lead scoring predittivo](https://www.capterra.it/directory/32276/predictive-lead-scoring/software) ## Alternative 1. [Zoho CRM](https://www.capterra.it/software/155928/zoho-crm) — 4.3/5 (6964 reviews) 2. [Bitrix24](https://www.capterra.it/software/113540/bitrix24) — 4.2/5 (984 reviews) 3. [Salesforce Sales Cloud](https://www.capterra.it/software/61368/salesforce) — 4.4/5 (18768 reviews) 4. [Agile CRM](https://www.capterra.it/software/135148/agile-crm) — 4.1/5 (524 reviews) 5. [EngageBay CRM](https://www.capterra.it/software/178819/engagebay-marketing) — 4.7/5 (907 reviews) ## Recensioni ### "AgentCubed simplifies the process of selling insurance. Our team is 35% more efficient than before." — 5.0/5 > **Kyal** | *6 febbraio 2018* | Assicurazioni | Tasso di raccomandazione: 10.0/10 > > **Vantaggi**: Simple to set up and easy to use. As a lead comes into the call center, the lead is immediately available for a field agent to take action. Additionally, the system knows where the lead came from so the agent can reference it in their outreach and we can use the data for understanding marketing ROI by campaign. The lead's information is automatically shared with the best agent available to manage the lead, which increases the likelihood of converting the lead to a sale. Once the agent begins working with the lead, lead nurturing features help them properly follow up and send the right set of materials at the right time. It takes a lot of the legwork out of the process, and ensures our agents can focus solely on their personal interaction with the lead. If the lead doesn't want to complete the sale over the phone, a field agent can be dispatched through the system via SMS. The customer is always the top priority in the process. Agencies don't have to configure a 3rd party CRM to fit their business. The front-end work is already done and optimized for the insurance industry. > > My team is significantly more efficient using AgentCubed than they were on our previous CRM. In addition, this system supports Medicare compliance and the Multi-Channel sale. ----- ### "AgentCubed Reviewed by MedicareBob" — 5.0/5 > **Robert** | *31 luglio 2014* > > The Medicare Insurance Industry is very competitive and AgentCubed is one of the reasons I believe I am able to stay ahead of the competition. Managing, Distributing, and Monitoring Leads: Owning a Medicare Insurance Telephonic Agency, one of my most expensive investments is purchasing/generating leads. AgentCubed easily allows me to integrate with all types of different lead providers/sources, more importantly I can easily manage, distribute and monitor every lead I generate or purchase. Managing current clients: AgentCubed allows me to tack every client even after the initial purchase. Within AgentCubed, my agents can add all of the clients policy and Medicare information for future use. AgenctCubed is a CRM that is designed for the Insurance Industry. Other CRM's will offer to "customize" their system for you, but nothing is better than a company that is designed to work within your industry. Agent Management: As a Telephonic Insurance Agency, my agents are appointed with over 15 different insurance companies and are all licensed in various states. With AgentCubed's "Manage User Platform", I can easily manage my agents. I know that my agents are only going to speak to clients that the agent is licensed in and my agents easily can review their Appointment Writing Numbers with each Carrier they are Appointed with. Reporting: Be prepared to spend hours within AgentCubed's Report Platform. If you are like me, you want to understand everything about your business, well AgentCubed's Reporting Platform allows you to do this. AgentCubed provides you with the ability to track: Agent Dials, Lead performance, Policy Performance and much much more. Customer Service: My Customer Service Representative is Megan Bensley, "Top Notch" is all I can say. When I have a question or concern, all I have to do is e-mail her and it feels like I am her key focus every time. Improvement: The Commission Tracking Feature does not allow me to depend on it 100%. Carriers pay differently depending on: the Client's State, the Carrier's product, Guarantee Issue, Client age, etc... I have not been able to use AgentCubed to track commissions. This being said, I have spent a ton of money trying to create my own automated commission tracking system with no success. I strongly recommend AgentCubed. ----- ### "Too Clunky to be Efficient" — 2.0/5 > **Utente Verificato** | *16 ottobre 2018* | Assicurazioni | Tasso di raccomandazione: 0.0/10 > > **Vantaggi**: The ability to modify certain types of records is nice... but some things are still too rigid. > > **Inconvenienti**: Finding records is frustrating. The search function is too odd to work the way it should. Entering and editing records is too clunky and rigid, and it's too difficult to move in and out of customer profiles when trying to handle multiple tasks. > > Clunky, chunky, and inefficient. Good ideas in place, but terrible execution. Would not recommend. ----- ### "Agent Cubed Review" — 5.0/5 > **Utente Verificato** | *30 ottobre 2018* | Assicurazioni | Tasso di raccomandazione: 8.0/10 > > **Vantaggi**: It is easy to maneuver and a useful tool to help sort leads. > > **Inconvenienti**: The whole system can go down ocassionally. > > I use it to organize leads for an insurance company. ----- ### "Helped me with my day to day\!" — 5.0/5 > **Tishae** | *24 settembre 2020* | Assicurazioni | Tasso di raccomandazione: 10.0/10 > > **Vantaggi**: I do not currently use A3 as an independent agent but I did with the company that I previously worked for and I loved it. It helped me keep track of current and prior policies, to assign to do’s to help with my follow ups, and to retain necessary documents for my files\! > > **Inconvenienti**: I wish I could have been able to merge duplicate customers easier, the client search process could be a little easier. > > Great experience and fairly easy software to learn\! ----- Pagina: 1/2\ Avanti: [Pagina successiva](https://www.capterra.it/software/135371/agentcubed?page=2) ## Link - [Visualizza su Capterra](https://www.capterra.it/software/135371/agentcubed) ## Questa pagina è disponibile nelle seguenti lingue | Lingua | URL | | de | | | de-AT | | | de-CH | | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-IL | | | en-IN | | | en-NZ | | | en-SG | | | en-ZA | | | es | | | es-AR | | | es-CL | | | es-CO | | | es-CR | | | es-DO | | | es-EC | | | es-MX | | | es-PA | | | es-PE | | | fr | | | fr-BE | | | fr-CA | | | fr-LU | | | it | | | pt | | | pt-PT | | ----- ## Dati strutturati