--- description: AgentCubed : avantages et inconvénients. Lisez les avis clients, consultez les prix et découvrez les fonctionnalités. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: AgentCubed - Avis, notes, prix et abonnements - Capterra Canada 2026 --- Breadcrumb: [Accueil](/) > [Logiciels pour compagnie d'assurance](/directory/20035/insurance-agency/software) > [AgentCubed](/software/135371/agentcubed) # AgentCubed Canonical: https://fr.capterra.ca/software/135371/agentcubed Page : 1/2\ Suivant: [Page suivante](https://fr.capterra.ca/software/135371/agentcubed?page=2) > AgentCubed fournit une solution unique aux compagnies d'assurance, en combinant plusieurs solutions de gestion sur une seule plateforme. > > Conclusion : 10 utilisateurs lui ont donné la note de **4.4/5**. Figure au meilleur classement pour **Probabilité de recommander le produit**. ----- ## Présentation ### Qui utilise AgentCubed? Cette plateforme est conçue pour les compagnies d'assurance et les call centers de moyenne à grande envergure. Tous les secteurs verticaux d'assurance, comme les assurances générales, les assurances santé, les assurances vie et les services de sécurité sociale. ## Statistiques et notes | Métrique | Notation | En détail | | **Note globale** | **4.4/5** | 10 Avis | | Simplicité | 4.6/5 | D'après l'ensemble des avis | | Support client | 4.4/5 | D'après l'ensemble des avis | | Rapport qualité-prix | 4.8/5 | D'après l'ensemble des avis | | Fonctionnalités | 4.5/5 | D'après l'ensemble des avis | | Pourcentage de recommandation | 80% | (8/10 Probabilité de recommander le produit) | ## À propos du vendeur - **Entreprise**: AgentCubed - **Fondé**: 2010 ## Contexte commercial - **Type de licence**: (Version d’essai gratuite) - **Public cible**: 2–10, 11–50, 51–200, 201–500, 501–1 000, 1 001–5 000, 5 001–10 000, 10 000+ - **Déploiement et plateformes**: Cloud, SaaS, web, Android (mobile), iPhone (mobile), iPad (mobile) - **Langues**: anglais - **Pays disponibles**: États-Unis ## Fonctionnalités - Assurance de biens et multirisque - Broker/Agent Portal - Certificat - Contrôle du processus d'approbation - Création de stratégies - Devis - Distribution de leads - Enregistrement des appels - Facturation - Fonctions pour secteur de l'assurance - Gestion de la conformité - Gestion de versions - Gestion des assurances - Gestion des campagnes - Gestion des commissions - Gestion des connaissances - Gestion des contacts - Gestion des courriels - Gestion des documents - Gestion des flux de travail - Gestion des leads - Gestion des pipelines - Gestion des polices d'assurance - Gestion des rendez-vous - Gestion des réclamations - Gestion des stratégies - Gestion des tâches - Gestion du pipeline de ventes - Lead nurturing - Marketing par courriel - Mesure des performances - Piste d'audit - Portail client - Portail libre-service - Qualification de leads - Rappels - Rapports et analyses - Rapports personnalisables - Routage des appels - Saisie de leads - Scripts d'appel - Segmentation - Segmentation de leads - Stockage de documents - Suivi des interactions - Suivi des réclamations - Système de calendrier et de rappel - Tableau de bord - Tableau de bord d'activités - Téléchargement d'opérateurs ... et 4 fonctionnalités supplémentaires ## Intégrations (1 au total) - IVANS Download ## Ressources d'aide - Service client/courriel - FAQ/forums - Base de connaissances - Support téléphonique - Chat/Clavardage ## Category - [Logiciels pour compagnie d'assurance](https://fr.capterra.ca/directory/20035/insurance-agency/software) ## Catégories connexes - [Logiciels pour compagnie d'assurance](https://fr.capterra.ca/directory/20035/insurance-agency/software) - [Logiciels CRM](https://fr.capterra.ca/directory/2/customer-relationship-management/software) - [Logiciels de lead management](https://fr.capterra.ca/directory/30017/lead-management/software) - [Logiciels de gestion des règlements](https://fr.capterra.ca/directory/30846/policy-management/software) - [Logiciels de lead scoring](https://fr.capterra.ca/directory/32276/predictive-lead-scoring/software) ## Logiciels similaires 1. [Salesforce Sales Cloud](https://fr.capterra.ca/software/61368/salesforce) — 4.4/5 (18768 reviews) 2. [Zoho CRM](https://fr.capterra.ca/software/155928/zoho-crm) — 4.3/5 (6964 reviews) 3. [Bitrix24](https://fr.capterra.ca/software/113540/bitrix24) — 4.2/5 (984 reviews) 4. [Agile CRM](https://fr.capterra.ca/software/135148/agile-crm) — 4.1/5 (524 reviews) 5. [EngageBay CRM](https://fr.capterra.ca/software/178819/engagebay-marketing) — 4.7/5 (907 reviews) ## Avis ### "AgentCubed simplifies the process of selling insurance. Our team is 35% more efficient than before." — 5.0/5 > **Kyal** | *6 février 2018* | Assurance | Taux de recommandation : 10.0/10 > > **Avantages**: 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 juillet 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 > **Utilisateur vérifié** | *16 octobre 2018* | Assurance | Taux de recommandation : 0.0/10 > > **Avantages**: The ability to modify certain types of records is nice... but some things are still too rigid. > > **Inconvénients**: 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 > **Utilisateur vérifié** | *30 octobre 2018* | Assurance | Taux de recommandation : 8.0/10 > > **Avantages**: It is easy to maneuver and a useful tool to help sort leads. > > **Inconvénients**: 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 septembre 2020* | Assurance | Taux de recommandation : 10.0/10 > > **Avantages**: 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\! > > **Inconvénients**: 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\! ----- Page : 1/2\ Suivant: [Page suivante](https://fr.capterra.ca/software/135371/agentcubed?page=2) ## Liens - [Afficher sur Capterra](https://fr.capterra.ca/software/135371/agentcubed) ## Cette page est disponible dans les langues suivantes. | Langue | 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 | | ----- ## Données structurées