AgentCubed review for insurance agencies: pricing, lead routing and integrations
AgentCubed is an insurance CRM for health, Medicare, life and P&C agencies, call centers and carriers. It takes in leads from forms, calls, lists and mail, routes each by territory, license and skill, then tracks quoting, enrollment and policies.
It's part of National General, an Allstate company. Prices are quoted per user, with no fixed seat count.
- Best for
- Health, Medicare and life agencies, call centers and carriers that want routing, quoting and enrollment in one system
- Price
- Quote only, per user, with no fixed seat count
- Free trial
- No. Demo first
- Lead intake
- Web forms, vendor posts, inbound calls, purchased lists, search ads and direct mail
- Assignment
- By territory, license, skill, channel, lead source or campaign
- Texting and calling
- Text alerts to agents. Calling through contact center systems such as NICE
- Agency systems
- Holds policies itself. TurboRater can send quote data in
Our take
AgentCubed is built for health, Medicare and life sales teams that want routing by license and territory, quotes, enrollments and policies on one record. Medicare tools cover permission to contact, Scope of Appointment files and opt-outs.
Pricing comes as a quote for your user count after a demo.
No prices or contract terms are published, and named connections are few.
Pros
- Routing by territory, license, skill, channel and lead source
- Medicare consent records, Scope of Appointment files and opt-out suppression
- Health and Medicare quoting, proposals and applications in the same record
- Campaign cost and return by lead source
- Free agent app for iPhone and Android
Cons
- No published prices or contract terms
- Few named connections outside Microsoft 365, TurboRater and NICE
- Outlook sync costs extra
- No round robin among its published routing rules
Plans and pricing
- How it's priced
- Quoted per user. No prices are published
- Seat count
- No fixed number of seats
- Support
- Direct support isn't charged separately
- Extra cost
- The Microsoft 365 and Outlook sync is priced separately
- To get a price
- Book a demo at agentcubed.com or call sales at 877-514-9945
Ask for the quote to list setup, training and any custom programming, which some users say they paid for.
Getting started
Book a demo
Demos cover P&C, health and Medicare setups, and the quote follows.
List your lead sources and campaigns
Routing and reports are built around them, so tag each one from day one.
Connect lead feeds
Vendors and websites post leads to AgentCubed's web service.
Set routing rules
Match leads to agents by territory, license and skill.
Put agents on the app
Agents get new leads by push alert on iPhone, iPad or Android.
AgentCubed describes a quick, consultative setup, with on-site consulting available. Support is by phone and email.
Lead intake
Lead vendors and websites send leads to AgentCubed's web service and get back a reference and status for each one. Leads also come from calls, mail campaigns and the agent app.
- Ways leads come in
- Web forms, vendor posts, inbound calls, business reply cards, search ads, direct mail, purchased lists, the mobile app or by hand
- Lead vendors
- Any vendor that can post to the web service
Assignment rules
By territory
Send leads to the agents who cover the lead's state or service area.
By license
Only agents licensed, appointed or certified for the product get the lead.
By skill and channel
Match the agent's skills, or the channel the shopper used.
By source or campaign
Route by lead source, campaign, web form or your own data points.
- Agent lead lists
- The app sorts each agent's leads into new, needs update and workable
Follow-up and calling
Agents work leads with tasks, email, calls, sequences, booking and reminders. They can quote health and Medicare plans, build proposals and send applications to carriers and exchanges from the same record.
- New lead alerts
- Push and text alerts tell agents a lead is waiting
- Calling
- Through contact center systems, with AgentCubed listed in the NICE app marketplace
- Opt-outs
- Medicare opt-outs are suppressed, and Do Not Call requests are logged
- Auto quotes
- A comparative rater quotes auto carriers at once
Client and policy records
One record follows each person from prospect to member. It holds current and past policy summaries, new policy status, effective dates and open sales.
Renewals, retention and cross-sell
Renewals
Renewal and expiration dates can start client messages.
Cross-sell
Policy and customer data point to other coverage a client may need.
Seasonal outreach
Open enrollment, 65th birthdays and hurricane season can each start a campaign.
Connections
| Connects to | Type | How | What it does |
|---|---|---|---|
| TurboRater | Rater | Partner listing | Sends quote data into AgentCubed |
| NICE CXexchange | Contact center | Partner listing | AgentCubed CRM is listed as an app |
| Microsoft 365 and Outlook | Built in | Syncs mail and calendars with the CRM. Turned on by your account manager for a separate price | |
| Lead web service | Automation | API | Takes leads from vendors and websites and returns a status |
Medicare and health
- Scope of appointment
- Agents upload and view Scope of Appointment files in the app
- Permission to contact
- Records are kept on each beneficiary
- Enrollment
- Tracks quotes, comparisons, proposals, applications, Medicare claim numbers and effective dates
- Seminars
- Seminar sign-ups and appointment setting are built in
Client portal and mobile app
- Agent app
- Free for iPhone, iPad and Android
- What the app does
- Add, receive, search and update leads, with push alerts, seminar tools and Scope of Appointment files
Reporting
Reports you get
- Lead source kept on every lead, with the campaign
- Results by lead, agent, carrier and product
- Premium written and policy counts
- Cost to win a client and return on each campaign
- Proposal and application status
- Dashboards for search ads, mail, inbound and outbound calls
What users say
Points reviewers raise most, as of October 2026.
What users like
- Easy setup and navigation
- Lead organization and distribution
- Insurance and Medicare fit
- Detailed reporting
- Account management and support
- Policy, task, document and follow-up tracking
- Straightforward contact storage
- Lead-source integrations
- Call-center lead distribution
- Customization
What users dislike
- Searching and moving between customer records
- Rigid record editing
- Duplicate merging
- Paid programming for some customization
- Commission tracking for complex carrier pay
- Occasional outages
- Too basic for some users
- Training needs
- Less suited to solo agents
AgentCubed alternatives
- AgencyBlocQuote onlyHealth and Medicare agency system with routing on its middle package
- TLDCRMFrom $100 a user per monthPublished per-user prices, with calling built in
- MedicarePRO CRMFrom $45 a monthA simple Medicare CRM for one agent or a small team
- LeadSquaredFrom $60 a user per month, billed yearlyPublished prices and routing by state, hours and workload
See every option in insurance lead management software.
Frequently asked questions
How much does AgentCubed cost?
Prices are quoted per user and aren't published. There's no fixed seat count.
Does AgentCubed help with Medicare compliance?
Yes. It keeps permission-to-contact records and Scope of Appointment files, suppresses beneficiary opt-outs and records Do Not Call requests.
Does AgentCubed have a free trial?
No. It offers demos, and the quote comes after.
Can AgentCubed route leads by license?
Yes. Rules can match each lead to agents by license, territory, skill and lead source.
Can my lead vendors post to AgentCubed?
Yes. Vendors post leads to its web service and get a status back for each one.
How we researched this review. We based this review on the terms and product pages published by AgentCubed, reviewed in October 2026, together with our team's experience working with insurance agents and agency owners since 2008.
Corrections
Vendors change their pricing all the time and they don't email us when they do. So if you see a price on here that's gone up, a plan AgentCubed quit selling or a contract term that reads different now, let us know and send the link to the page where AgentCubed has it. Somebody here pulls up that page and checks it before we change anything on ours.