What does AgentCubed bring to the table?

2. • Detailed executive • Built-in quoting powered
dashboards by Quotit
• Commission tracking and • Event driven automated
reconciliation email distribution
• Key Performance • Automated policy updates
Indicators (selected carriers)
• System monitoring • Batch policy updates
dashboards
• Build and distribute Analytics & Sales Force
custom reports Reporting Automation
Lead
Customer • Built-in calendar to
Management schedule follow up
• Robust API enables Relationship
integration to lead and • Event reminders
Management
providers, web sites and Distribution • Automatic distribution of
third party applications follow up tasks
• Automated custom • Instant access to
workflows customer data and
• Prioritize workflows policies
• State licensing and skills • Complete logging of all
based routing touches
• Disposition level tracking

3.  Create custom workflows based
 Cross sell existing customers
 Prioritize calling list Agent Pool
 Assign agents to one or multiple workflows
 Analyze results by workflow, leads source, agent, and much more.
Lead Providers
Workflow 1
Consumer Facing Workflow 2 Assigned
Workflows
Web Sites Real-Time integration
using AgentCubed API
Workflow 3
State
Licensing
Third Party Workflow 4
Applications Skills Based
Routing
Workflow 5
WorkFlow 6
Lead Pool