--- description: Información actualizada sobre AgentCubed. Lee opiniones verificadas y descubre funciones, características, precios y usabilidad. Obtén rápidamente una visión general de ventajas y desventajas. Compara AgentCubed con productos similares. image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png title: AgentCubed: precios, funciones y opiniones | GetApp México 2026 --- Breadcrumb: [Inicio](/) > [Sistema CRM](/directory/230/crm/software) > [AgentCubed](/software/121271/agentcubed) # AgentCubed Canonical: https://www.getapp.com.mx/software/121271/agentcubed Página: 1 de 2\ Siguiente: [Página siguiente](https://www.getapp.com.mx/software/121271/agentcubed?page=2) > AgentCubed es una solución basada en la nube que está diseñada para ayudar a las empresas de seguros a gestionar clientes potenciales y distribución, relaciones con los clientes, automatización de los flujos de trabajo y más. La plataforma permite a los agentes cotizar productos dentro o fuera de la bolsa de seguros, calcular primas, comparar pólizas y enviar solicitudes. > > Veredicto: 10 usuarios lo han valorado con **4.4/5**. De los mejores valorados en **Probabilidad de recomendación**. ----- ## Estadísticas y valoraciones rápidas | Métrica | Calificación | Detalles | | **En general** | **4.4/5** | 10 Opiniones | | Facilidad de uso | 4.6/5 | Basado en las opiniones generales | | Asistencia al cliente | 4.4/5 | Basado en las opiniones generales | | Relación calidad-precio | 4.8/5 | Basado en las opiniones generales | | Funciones | 4.5/5 | Basado en las opiniones generales | | Porcentaje de recomendaciones | 80% | (8/10 Probabilidad de recomendación) | ## Sobre el proveedor - **Empresa**: AgentCubed - **Constitución**: 2010 ## Contexto comercial - **Modelo de precios**: (Prueba gratis) - **Público objetivo**: 2-10, 11-50, 51-200, 201-500, 501-1,000, 1,001-5,000, 5,001-10,000, 10,000+ - **Despliegue y plataformas**: Cloud, SaaS, Web, Android (móvil), iPhone (móvil), iPad (móvil) - **Idiomas admitidos**: inglés - **Países disponibles**: Estados Unidos ## Funciones - API - Almacenamiento de documentos - Automatización de marketing - Broker/Agent Portal - Búsqueda de clientes potenciales - CRM - Captura de clientes potenciales - Carga del operador - Catálogo de productos - Centro de atención telefónica de llamadas entrantes - Certificado - Clasificación de seguros - Clasificación de seguros comparada - Control de procesos de aprobación - Control de versiones - Creación de informes/análisis - Creación de políticas - Cualificación de leads - Daños y accidentes - Distribución automática de llamadas ## Integraciones (en total: 1) - IVANS Download ## Opciones de asistencia - E-mail/Help Desk - Preguntas frecuentes/foro - Base de conocimientos - Asistencia telefónica - Chat ## Categoría - [Sistema CRM](https://www.getapp.com.mx/directory/230/crm/software) ## Categorías relacionadas - [Sistema CRM](https://www.getapp.com.mx/directory/230/crm/software) - [Herramientas de administración de leads](https://www.getapp.com.mx/directory/339/lead-management/software) - [Software de seguros](https://www.getapp.com.mx/directory/664/insurance/software) - [Software de análisis predictivo de leads](https://www.getapp.com.mx/directory/678/predictive-lead-scoring/software) - [Software para gestión de políticas](https://www.getapp.com.mx/directory/919/policy-management/software) ## Alternativas 1. [Bitrix24](https://www.getapp.com.mx/software/90602/bitrix24) — 4.2/5 (984 reviews) 2. [Zoho CRM](https://www.getapp.com.mx/software/9908/zoho-crm) — 4.3/5 (6964 reviews) 3. [Salesforce Sales Cloud](https://www.getapp.com.mx/software/90378/salesforce) — 4.4/5 (18768 reviews) 4. [Agile CRM](https://www.getapp.com.mx/software/102073/agile-crm) — 4.1/5 (524 reviews) 5. [EngageBay CRM](https://www.getapp.com.mx/software/113999/engagebay-marketing) — 4.7/5 (907 reviews) ## Opiniones ### "AgentCubed simplifies the process of selling insurance. Our team is 35% more efficient than before." — 5.0/5 > **Kyal** | *6 de febrero de 2018* | Seguros | Valoración de la recomendación: 10.0/10 > > **Puntos a favor**: 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 de julio de 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 > **Usuario verificado** | *16 de octubre de 2018* | Seguros | Valoración de la recomendación: 0.0/10 > > **Puntos a favor**: The ability to modify certain types of records is nice... but some things are still too rigid. > > **Puntos en contra**: 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 > **Usuario verificado** | *30 de octubre de 2018* | Seguros | Valoración de la recomendación: 8.0/10 > > **Puntos a favor**: It is easy to maneuver and a useful tool to help sort leads. > > **Puntos en contra**: 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 de septiembre de 2020* | Seguros | Valoración de la recomendación: 10.0/10 > > **Puntos a favor**: 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\! > > **Puntos en contra**: 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\! ----- Página: 1 de 2\ Siguiente: [Página siguiente](https://www.getapp.com.mx/software/121271/agentcubed?page=2) ## Enlaces - [Ver en GetApp](https://www.getapp.com.mx/software/121271/agentcubed) ## Esta página se encuentra disponible en los siguientes idiomas | Local | URL | | de | | | de-AT | | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-NZ | | | en-SG | | | en-ZA | | | es | | | es-CL | | | es-CO | | | es-MX | | | fr | | | fr-BE | | | fr-CA | | | nl | | | nl-BE | | ----- ## Datos estructurados