AgentCubed
AgentCubed provides a cloud-based 3-in-1 platform combining lead distribution, CRM, and policy management for insurance agencies and carriers across Medicare, Property & Casualty, and Health & Life segments. It operates as a private subsidiary of National General Holdings Corp., headquartered in Boise, Idaho.
- Company typePrivate
- Founded2010
- HeadquartersBoise, United States
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What AgentCubed does
AgentCubed is a US-based vertical software vendor that provides a cloud-based, 3-in-1 platform combining lead distribution, customer relationship management (CRM), and policy management for the insurance industry. The platform is purpose-built around insurance workflows, with modules for lead generation and automated rules-based routing (filtered by geography, licensing, and agent skill set), quoting and proposal with carrier/exchange submission, relationship and policy lifecycle management, real-time reporting and productivity dashboards, and sales-and-marketing automation. It is differentiated from generic CRMs such as Salesforce by insurance-specific capabilities, including Medicare consent-to-contact tracking, appointment-setting, fulfillment requests, and seminar registration, alongside integration with 100+ lead providers and leading telephony solutions.
The company's go-to-market is sales-led: a distributed US sales team using direct phone outreach, inside sales, and demo-led acquisition targets insurance agencies and carriers across three verticals — Medicare, Property & Casualty, and Health & Life. Pricing is not publicly disclosed; customers request a demo or quote, and contracts are multi-year enterprise subscriptions. The marketing mix combines content marketing (blog, white papers, comparison guides) with organic social channels (LinkedIn, Facebook, Twitter). Backed by parent Quotit Corporation and ultimate parent National General Holdings Corp., the business benefits from HIPAA-grade compliance infrastructure and an installed insurance-carrier ecosystem, while operating as an 11-50 employee private subsidiary headquartered in Boise, Idaho.
The underlying revenue model is recurring SaaS subscription bundled with multi-year enterprise contracts, supplemented by a deeper API-based product suite (Quotit ActWS, ProgramsWS, AppsWS, OES, iPro, ePro, mPro, OCS) for quoting, enrollment, and contact management. No public revenue, funding, ARR, or M&A data is disclosed, and no AI/ML capabilities are described; the platform emphasizes deterministic rules-based automation and configurable workflows rather than machine learning.
AgentCubed firmographics
Firmographics- Name
- AgentCubed
- Legal name
- Quotit Corporation
- Website
- https://agentcubed.com
- Company type
- Private
- Founded year
- 2010
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- AgentCubed provides a cloud-based 3-in-1 platform combining lead distribution, CRM, and policy management for insurance agencies and carriers across Medicare, Property & Casualty, and Health & Life segments. It operates as a private subsidiary of National General Holdings Corp., headquartered in Boise, Idaho.
- Ownership category
- akta.pro rank
AgentCubed industry classification
Industry- Product category
- Insurance CRM and Lead Distribution Software
- NAICS
- Software Publishers (513210), Software Publishers (5132)
- SIC
- Insurance Agents, Brokers & Service (6411), Services-Prepackaged Software (7372)
- akta.pro primary industry
- Customer Engagement, CRM & Agent/Broker Enablement Platforms (FSAGAGAD)
- akta.pro secondary industries
- Insurtech-Enabled Brokerage (Digital Brokers & Aggregators) (FSAEADAN), Marketing Automation Platforms & Services (BPAFAFAC)
Keywords
Where AgentCubed is headquartered
LocationHeadquarters
- HQ city
- Boise
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
AgentCubed business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Marketing or Sales, Infrastructure, Operations
Revenue model
- SaaS Subscription Platform: Cloud-based all-in-one platform providing lead distribution, CRM, and policy management for insurance agencies and carriers. Subscription-based pricing model with the platform serving Medicare, Property & Casualty, and Health & Life insurance markets.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Quote-based pricing - no public tiers disclosed |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels5 records
AgentCubed product offering
Product offeringCore offering
AgentCubed sells a cloud-based, all-in-one SaaS platform built specifically for insurance agencies and carriers that combines lead distribution, customer relationship management (CRM), and policy management. The platform serves Medicare, Property & Casualty, and Health & Life insurance markets with automated lead routing, quoting and proposal tools, policy lifecycle management, real-time analytics, and integrations with 100+ lead providers and telephony solutions.
Product overview
AgentCubed is a unified insurance technology platform combining lead distribution, customer relationship management (CRM), and policy management in a 3-in-1 solution. The core AgentCubed Platform serves insurance carriers, agencies, FMOs, and general agents across Medicare, Property & Casualty, and Health & Life insurance markets. Key modules include Lead Management for automated routing and KPI tracking, Quote/Propose & Enroll for premium calculation and carrier submission, Relationship & Policy Management for policy lifecycle handling, Reporting & Analytics with real-time dashboards, and Sales & Marketing Automation for workflow-driven communications. The AgentCubed Product Suite provides application services including API Web Service and supporting programs (ActWS, ProgramsWS, AppsWS, OES, iPro, ePro, mPro, OCS) functioning as the Quoting System for online insurance rate and proposal generation.
Differentiator
Problem solved
Functional benefit
Brands
- AgentCubed Product Suite: Selected application services and application services software for insurance agents to manage customer relationships and lead distribution, including Quotit ActWS, Quotit ProgramsWS, Quotit AppsWS, Quotit OES, Quotit iPro, Quotit ePro, Quotit mPro and Quotit OCS.
Products and services
- AgentCubed Platform A cloud-based all-in-one SaaS platform for insurance teams combining lead distribution, customer relationship management (CRM), and policy management. Built for insurance agencies and carriers across Medicare, Property & Casualty, and Health & Life segments.
- AgentCubed Product Suite Application services software for insurance agents to manage customer relationships and lead distribution, providing a Quoting System for online insurance rate and proposal generation, contact management, and online application enrollment through API-based web services.
Quantifiable outcome
- 80% of companies increase leads with marketing automation
- +2 more outcomes
Companies that use AgentCubed
Customer profileNamed customers2 records
Segments5 records
Ideal customer profiles2 records
AgentCubed technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature8 records
AgentCubed partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- National General Holdings Corp. (Parent Company)coreAgentCubed is a subsidiary of Quotit Corporation, which is a wholly owned subsidiary of National General Holdings Corp. The parent relationship provides operational backing and integration with National General's privacy office and compliance infrastructure, including HIPAA policies.
Scale indicators3 records
Recent moves5 records
Expansion highlights4 records
AgentCubed competitors and assessment
Company assessmentEmerging players
- NowCerts: NowCerts is a comparative rating and agency management platform competing in personal lines insurance with modern cloud architecture. It represents an emerging player targeting similar agency customers with comparable quoting and policy management functionality.
- Radius360: Radius360 is a SaaS CRM and lead management platform built specifically for insurance agencies. It is an emerging niche competitor offering lead distribution, CRM, and automation features directly comparable to AgentCubed's core modules.
Broad incumbents
- HubSpot: HubSpot is a leading CRM and marketing automation platform with an all-in-one suite targeting sales, marketing, and service teams. While not insurance-specific, it competes for the same insurance agency CRM and marketing automation wallet with broader functionality and significantly larger scale.
- Salesforce: Salesforce is the dominant cloud CRM platform with Financial Services Cloud and industry-specific editions. AgentCubed explicitly competes with Salesforce in insurance, as evidenced by its published Salesforce comparison guide, and represents the most significant broad incumbent threat.
- Zoho: Zoho provides a broad CRM and business application suite used by many small and mid-sized insurance agencies as a lower-cost alternative to Salesforce. It competes indirectly for the same insurance CRM wallet with generalist capabilities.
Direct peers
- Vertafore: Vertafore is one of the largest insurance technology providers offering agency management, rating, and CRM solutions. It directly competes with AgentCubed's policy management and CRM capabilities for insurance agencies, particularly in P&C and benefits markets.
- HawkSoft: HawkSoft provides agency management systems for independent insurance agencies with CRM, document management, and workflow automation. It competes with AgentCubed for independent agency accounts, particularly in P&C.
- Applied Systems: Applied Systems provides agency management systems (Epic, TAM) and CRM solutions for insurance agencies. It is a direct competitor offering policy management, client servicing, and workflow automation for insurance brokerages and agencies.
- EZLynx: EZLynx (an Applied Systems company) provides comparative rating, agency management, and CRM tools for personal lines insurance agencies. It directly overlaps with AgentCubed's quoting, lead management, and CRM modules in the P&C space.
- Insureio: Insureio is an insurance CRM and marketing automation platform focused on Medicare and ACA distribution. It is a direct competitor in the Medicare sales enablement segment where AgentCubed's Medicare-rich features compete.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key highlights7 records
Customer concentration
AgentCubed social profiles
Digital presenceAgentCubed compliance and trust
Trust signalCompliance1 record
AgentCubed financial estimates
Financial estimateRevenue estimate
Valuation estimate
AgentCubed leadership team
Management profileNumber of profiles
AgentCubed funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
AgentCubed M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about AgentCubed
What does AgentCubed do?
AgentCubed sells a cloud-based, all-in-one SaaS platform built specifically for insurance agencies and carriers that combines lead distribution, customer relationship management (CRM), and policy management. The platform serves Medicare, Property & Casualty, and Health & Life insurance markets with automated lead routing, quoting and proposal tools, policy lifecycle management, real-time analytics, and integrations with 100+ lead providers and telephony solutions.
Is AgentCubed a public or private company?
AgentCubed is a private company. It is classified as corporate owned and is currently operating.
When was AgentCubed founded?
AgentCubed was founded in 2010. It employs 11 to 50 people.
Where is AgentCubed based?
AgentCubed is headquartered in Boise, United States, in the North America region.
How does AgentCubed make money?
One revenue line is on record: saaS Subscription Platform.
Who are AgentCubed's main competitors?
Emerging players on record are NowCerts and Radius360. Broad incumbents are HubSpot, Salesforce and Zoho. Direct peers are Vertafore, HawkSoft, Applied Systems, EZLynx and Insureio.
Does AgentCubed have an API?
No public API is recorded for AgentCubed.
What industry is AgentCubed in?
AgentCubed's product category is Insurance CRM and Lead Distribution Software. Its primary akta.pro industry code is FSAGAGAD, Customer Engagement, CRM & Agent/Broker Enablement Platforms, with a secondary code of FSAEADAN, Insurtech-Enabled Brokerage (Digital Brokers & Aggregators). Its NAICS code is 513210 and its SIC code is 6411.