What is AgentCubed?
- 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