[Home](https://www.selecthub.com/) \> [Insurance Management](https://www.selecthub.com/category/insurance/) \> [Insurance Agency Management Systems](https://www.selecthub.com/c/insurance-agency-management-systems/) \> [Smart Agent](https://www.selecthub.com/p/insurance-agency-management-systems/smart-agent/) \> Smart Agent vs AgentCubed # Smart Agent vs AgentCubed Last Updated: June 15th, 2026 Our analysts compared [Smart Agent](https://www.selecthub.com/p/insurance-agency-management-systems/smart-agent/) vs [AgentCubed](https://www.selecthub.com/p/insurance-agency-management-systems/agentcubed/) based on data from our 400+ point analysis of [Insurance Agency Management Systems](https://www.selecthub.com/c/insurance-agency-management-systems/), user reviews and our own crowdsourced data from our [free software selection platform](https://www.selecthub.com/about/start-free-selection-project-site/?category=Insurance Agency Management Systems&cta=insurance-agency-management-systems). [Overview](#product-overview) [Pricing](#product-pricing) [Our Review](#product-analyst-summary) [User Ratings](#user-sentiment-section) [Features](#product-benefits-features) [Screenshots](#product-screenshots) Remove Add to Compare [![Smart Agent Software Tool](https://cdn.selecthub.com/products/445d9b9cbe0819b6fa115be097b3379b-eacf331f0ffc35d4b482f1d15a887d3b/resources/normal/logo.png?1693329184)](https://www.selecthub.com/p/insurance-agency-management-systems/smart-agent/) [ ![Product Awards](https://www.selecthub.com/display/images/awards_badge.svg) ](#awards-section) Remove Add to Compare [![AgentCubed Software Tool](https://cdn.selecthub.com/products/f2ece8b7033187c53bdec16c369964e7-709c2fc0999064fa64959a94f4654903/resources/normal/logo.png?1734592155)](https://www.selecthub.com/p/insurance-agency-management-systems/agentcubed/) [Get Free Demo](https://pmo.selecthub.com/get-product-demo/?category=Insurance+Agency+Management+Systems&product%5Fname=Smart%2BAgent&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2F445d9b9cbe0819b6fa115be097b3379b-eacf331f0ffc35d4b482f1d15a887d3b%2Fresources%2Fnormal%2Flogo.png%3F1693329184) [Demo](https://pmo.selecthub.com/get-product-demo/?category=Insurance+Agency+Management+Systems&product%5Fname=Smart%2BAgent&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2F445d9b9cbe0819b6fa115be097b3379b-eacf331f0ffc35d4b482f1d15a887d3b%2Fresources%2Fnormal%2Flogo.png%3F1693329184) [Request Pricing](https://pmo.selecthub.com/get-product-pricing/?category=Insurance+Agency+Management+Systems&product%5Fname=Smart%2BAgent&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2F445d9b9cbe0819b6fa115be097b3379b-eacf331f0ffc35d4b482f1d15a887d3b%2Fresources%2Fnormal%2Flogo.png%3F1693329184&price=2) [Pricing](https://pmo.selecthub.com/get-product-pricing/?category=Insurance+Agency+Management+Systems&product%5Fname=Smart%2BAgent&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2F445d9b9cbe0819b6fa115be097b3379b-eacf331f0ffc35d4b482f1d15a887d3b%2Fresources%2Fnormal%2Flogo.png%3F1693329184&price=2) [Get Free Demo](https://pmo.selecthub.com/get-product-demo/?category=Insurance+Agency+Management+Systems&product%5Fname=AgentCubed&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2Ff2ece8b7033187c53bdec16c369964e7-709c2fc0999064fa64959a94f4654903%2Fresources%2Fnormal%2Flogo.png%3F1734592155) [Demo](https://pmo.selecthub.com/get-product-demo/?category=Insurance+Agency+Management+Systems&product%5Fname=AgentCubed&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2Ff2ece8b7033187c53bdec16c369964e7-709c2fc0999064fa64959a94f4654903%2Fresources%2Fnormal%2Flogo.png%3F1734592155) [Request Pricing](https://pmo.selecthub.com/get-product-pricing/?category=Insurance+Agency+Management+Systems&product%5Fname=AgentCubed&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2Ff2ece8b7033187c53bdec16c369964e7-709c2fc0999064fa64959a94f4654903%2Fresources%2Fnormal%2Flogo.png%3F1734592155&price=2) [Pricing](https://pmo.selecthub.com/get-product-pricing/?category=Insurance+Agency+Management+Systems&product%5Fname=AgentCubed&product%5Flogo=https%3A%2F%2Fd3uimxdj41cg3o.cloudfront.net%2Fproducts%2Ff2ece8b7033187c53bdec16c369964e7-709c2fc0999064fa64959a94f4654903%2Fresources%2Fnormal%2Flogo.png%3F1734592155&price=2) ### Products Insights Product Ranking ## #18 among all Insurance Agency Management Systems ## #20 among all Insurance Agency Management Systems [Find out who the leaders are](https://pmo.selecthub.com/request-custom-scorecard?post%5Ftype=auto%5Fvs%5Farticle&category%5Fslug=insurance-agency-management-systems&product%5Fslug=smart-agent&category=Insurance+Agency+Management+Systems) Price Starts From $60/User, Monthly [Free Trial is available →](https://pmo.selecthub.com/free-trial/?product%5Fname=Smart Agent&category=Insurance Agency Management Systems&product%5Flogo=https://d3uimxdj41cg3o.cloudfront.net/products/445d9b9cbe0819b6fa115be097b3379b-eacf331f0ffc35d4b482f1d15a887d3b/resources/normal/logo.png?1693329184) $89/User, Monthly [Free Trial is available →](https://pmo.selecthub.com/free-trial/?product%5Fname=AgentCubed&category=Insurance Agency Management Systems&product%5Flogo=https://d3uimxdj41cg3o.cloudfront.net/products/f2ece8b7033187c53bdec16c369964e7-709c2fc0999064fa64959a94f4654903/resources/normal/logo.png?1734592155) Pros What we like about Smart Agent and AgentCubed: **Policy Management:** Smart Agent can store policy data, track policy details, and send automated reminders for premiums and expirations, as per user reviews. **Customer Relationship Management:** Users praise Smart Agent for its ability to manage customer details, including family and insurance groupings, and facilitate communication through SMS and WhatsApp, according to user reviews. **Mobile Accessibility:** User reviews highlight that Smart Agent offers a mobile app, enabling agents to manage their business on the go. **Business Growth Tools:** Smart Agent allows agents to create digital profiles and mini-websites to attract more customers, as per user reviews. **Lead Management:** AgentCubed excels in lead management and distribution, routing leads based on criteria like agent skill set and availability. This ensures that leads are handled efficiently and effectively. **Sales Process Streamlining:** User reviews highlight that AgentCubed streamlines the insurance sales process, with features like integrated quoting and automated workflows, leading to increased efficiency. **Centralized Platform:** AgentCubed consolidates various functions, such as CRM, lead management, and policy management, into a single platform. This eliminates the need for multiple systems and simplifies operations. **Real-time Lead Access:** The platform provides real-time access to leads, allowing agents to respond quickly and potentially convert leads into customers more effectively. Cons What we dislike about Smart Agent and AgentCubed: **Limited Press Coverage and User Trends:** User reviews show Smart Agent scores low in areas like press buzz and user trends, suggesting it might not be widely recognized or rapidly adopted in the market. **Room for Improvement:** Despite positive feedback on its features, Smart Agent's overall score of 48/100 on Crozdesk indicates that there's room for improvement in various aspects of the software. **G2 Reviews:** User reviews on G2 show mixed satisfaction, indicating potential areas for improvement within the software. ### Our Review Is Smart Agent a wise agent when it comes to insurance agency management software?Smart Agent insurance agency management software appears to enjoy a positive reception from users, particularly for its affordability and comprehensive features. Users highlight its user-friendliness and effectiveness in managing insurance policies, customer details, and providing timely reminders for policy renewals and expirations. The software's mobile app, with auto-notification reminders and digital profile creation, is a big plus for many. Smart Agent caters to various insurance types, including life, general, and motor insurance. Users rave about the excellent customer support and the software's ability to streamline operations, ultimately enhancing customer service and contributing to business growth. For example, one user stated, "It is really \[growing\] my business value." Another user said, "Support team is good also, app is too good for insurance business agent and his sub brokers data management." However, it's worth noting that no information is available regarding free trials or freemium versions, and the software doesn't seem to offer premium consulting or integration services. Overall, Smart Agent seems like a smart choice for insurance agents seeking a cost-effective and comprehensive management solution. Show more Is AgentCubed the real deal when it comes to Insurance Agency Management? User reviews from the past year present a somewhat mixed bag. While AgentCubed boasts a perfect 5/5 rating on platforms like Capterra and GetApp, with users praising its ability to significantly enhance team efficiency by as much as 35% and ensure Medicare compliance, its rating on G2 tells a different story. With a lower score of 2.8/5 based on 3 reviews, it suggests that the platform might not be a one-size-fits-all solution. A standout strength of AgentCubed, as highlighted by users, is its seamless integration with various lead providers, enabling efficient lead management, distribution, and monitoring. This feature is particularly valuable for agencies heavily reliant on lead generation. Additionally, AgentCubed's dedicated design for the insurance industry, unlike customizable solutions offered by other CRMs, resonates well with users seeking industry-specific functionalities. However, some users have expressed concerns regarding the platform's commission tracking feature, citing inconsistencies in carrier payment structures as a challenge. Overall, AgentCubed appears to be a robust CRM solution tailored for insurance agencies, particularly those dealing with Medicare. Its strengths lie in its intuitive lead management capabilities and industry-specific design, making it ideal for agencies focused on lead generation and streamlined insurance sales processes. However, potential users should be aware of the limitations in commission tracking and consider their specific needs and expectations before committing to the platform. Show more ### User Sentiment Summary Smart Agent has a user sentiment rating of 90 based on 1 reviews. AgentCubed has a user sentiment rating of 88 based on 20 reviews. ![Excellent User Sentiment](https://www.selecthub.com/display/images/scores/excellent.svg) 1 reviews ![Great User Sentiment](https://www.selecthub.com/display/images/scores/great.svg) 20 reviews Synopsis Evaluating all review platforms, our market analysts have compiled the following user sentiment data. 90% of users recommend this product Smart Agent has a 'excellent' User Satisfaction Rating of 90% when considering 1 user reviews from 1 recognized software review sites. 88% of users recommend this product AgentCubed has a 'great' User Satisfaction Rating of 88% when considering 20 user reviews from 2 recognized software review sites. User Review Scores **Software Advice, Inc** n/a **4.4** (10) **Capterra Inc** n/a **4.4** (10) **TrustRadius** **4.5** (1) n/a ### Awards SelectHub awards earned by these products based on a comprehensive analysis by our research analysts. Smart Agent stands above the rest by achieving an ‘Excellent’ rating as a User Favorite. ![User Favorite Award]() No awards. ### Product Assistance Training Resources Documentation In Person Live Online Videos Webinars Documentation In Person Live Online Videos Webinars Support Email Phone Chat FAQ Forum Knowledge Base 24/7 Live Support Email Phone Chat FAQ Forum Knowledge Base 24/7 Live Support ### Product Basics Company Size i Small Medium Large Small Medium Large Platforms Supported Windows Mac Linux Android Chromebook Windows Mac Linux Android Chromebook Deployment Supported Cloud On-Premise Mobile Cloud On-Premise Mobile Comparison of Top Alternatives [Smart Agent Alternatives ](https://www.selecthub.com/insurance-agency-management-systems/smart-agent/alternatives/) [AgentCubed Alternatives ](https://www.selecthub.com/insurance-agency-management-systems/agentcubed/alternatives/) ### Screenshots ![Screenshots]()![Screenshots]()![Screenshots]()![Screenshots]() ![Screenshots]()![Screenshots]()![Screenshots]()![Screenshots]() ### Key Features * **Client Management:** Centralized database for storing and accessing client information, including contact details, policy documents, and communication history. * **Policy Tracking:** Comprehensive tracking of policy details, renewals, and expirations to ensure timely updates and client notifications. * **Document Management:** Secure storage and easy retrieval of important documents, with support for various file formats and integration with cloud services. * **Automated Workflows:** Streamlined processes through automation of routine tasks such as policy renewals, claims processing, and client follow-ups. * **Reporting and Analytics:** In-depth reporting tools that provide insights into agency performance, client demographics, and policy trends. read more... * **Lead Management:** Streamlines the process of capturing, tracking, and nurturing leads with an intuitive interface. * **CRM Integration:** Seamlessly integrates with popular CRM systems to ensure data consistency and enhance customer relationship management. * **Policy Tracking:** Provides comprehensive tools for monitoring policy status, renewals, and changes, ensuring agents stay informed. * **Automated Workflows:** Facilitates efficiency by automating routine tasks and processes, reducing manual effort and errors. * **Reporting and Analytics:** Offers robust reporting capabilities, allowing agencies to generate detailed insights into sales performance and operational metrics. read more... ### Top Alternatives in Insurance Agency Management Systems [ Agency Advantage ](https://www.selecthub.com/p/insurance-agency-management-systems/agency-advantage/) [ Agency Matrix ](https://www.selecthub.com/p/insurance-agency-management-systems/agency-matrix/) [ agencybloc ](https://www.selecthub.com/p/insurance-agency-management-systems/agencybloc/) [ AgencyPro ](https://www.selecthub.com/p/insurance-agency-management-systems/agencypro/) [ AgencyZoom ](https://www.selecthub.com/p/insurance-agency-management-systems/agencyzoom/) [ AgentCubed ](https://www.selecthub.com/p/insurance-agency-management-systems/agentcubed/) [ AMS360 ](https://www.selecthub.com/p/insurance-agency-management-systems/ams360/) [ Applied Epic ](https://www.selecthub.com/p/insurance-agency-management-systems/applied-epic/) [ Better Agency ](https://www.selecthub.com/p/insurance-agency-management-systems/better-agency/) [ Broker Buddha ](https://www.selecthub.com/p/insurance-agency-management-systems/broker-buddha/) [ CSR24 ](https://www.selecthub.com/p/insurance-agency-management-systems/csr24/) [ EZLynx ](https://www.selecthub.com/p/insurance-agency-management-systems/ezlynx/) [ Gen4 ](https://www.selecthub.com/p/insurance-agency-management-systems/gen4/) [ HawkSoft ](https://www.selecthub.com/p/insurance-agency-management-systems/hawksoft/) [ Jenesis ](https://www.selecthub.com/p/insurance-agency-management-systems/jenesis/) [ NextAgency ](https://www.selecthub.com/p/insurance-agency-management-systems/nextagency/) [ NowCerts ](https://www.selecthub.com/p/insurance-agency-management-systems/nowcerts/) [ QQCatalyst ](https://www.selecthub.com/p/insurance-agency-management-systems/qqcatalyst/) [ Sircon ](https://www.selecthub.com/p/insurance-agency-management-systems/sircon/) [ Veruna ](https://www.selecthub.com/p/insurance-agency-management-systems/veruna/) ### Head-to-Head Comparison ![Smart Agent Software Tool]() ![Agency Matrix Software Tool]() [Smart Agent VS Agency Matrix](https://www.selecthub.com/insurance-agency-management-systems/agency-matrix-vs-smart-agent/) ![Smart Agent Software Tool]() ![agencybloc Software Tool]() [Smart Agent VS agencybloc](https://www.selecthub.com/insurance-agency-management-systems/agencybloc-vs-smart-agent/) ![Smart Agent Software Tool]() ![AgencyZoom Software Tool]() [Smart Agent VS AgencyZoom](https://www.selecthub.com/insurance-agency-management-systems/agencyzoom-vs-smart-agent/) ![Smart Agent Software Tool]() ![AMS360 Software Tool]() [Smart Agent VS AMS360](https://www.selecthub.com/insurance-agency-management-systems/ams360-vs-smart-agent/) ![Smart Agent Software Tool]() ![Applied Epic Software Tool]() [Smart Agent VS Applied Epic](https://www.selecthub.com/insurance-agency-management-systems/applied-epic-vs-smart-agent/) ![Smart Agent Software Tool]() ![Better Agency Software Tool]() [Smart Agent VS Better Agency](https://www.selecthub.com/insurance-agency-management-systems/better-agency-vs-smart-agent/) ![Smart Agent Software Tool]() ![EZLynx Software Tool]() [Smart Agent VS EZLynx](https://www.selecthub.com/insurance-agency-management-systems/ezlynx-vs-smart-agent/) ![Smart Agent Software Tool]() ![Gen4 Software Tool]() [Smart Agent VS Gen4](https://www.selecthub.com/insurance-agency-management-systems/gen4-vs-smart-agent/) ![Smart Agent Software Tool]() ![HawkSoft Software Tool]() [Smart Agent VS HawkSoft](https://www.selecthub.com/insurance-agency-management-systems/hawksoft-vs-smart-agent/) ![Smart Agent Software Tool]() ![NowCerts Software Tool]() [Smart Agent VS NowCerts](https://www.selecthub.com/insurance-agency-management-systems/nowcerts-vs-smart-agent/) ![Smart Agent Software Tool]() ![QQCatalyst Software Tool]() [Smart Agent VS QQCatalyst](https://www.selecthub.com/insurance-agency-management-systems/qqcatalyst-vs-smart-agent/) ![Smart Agent Software Tool]() ![Sircon Software Tool]() [Smart Agent VS Sircon](https://www.selecthub.com/insurance-agency-management-systems/sircon-vs-smart-agent/) **About SelectHub (and our data)** We’re the employee-owned Austin-based startup democratizing software data so you can make your decisions in an influence-free zone. Our market data is crowdsourced from our user-base of 100,000+ companies. WE DISTILL IT INTO REAL REQUIREMENTS, COMPARISON REPORTS, PRICE GUIDES and more... ![SelectHub Products Reporting and Analytics]() ![SelectHub Products Cost and Pricing Guide]() **Tier 1:** Fully/moderately supported out-of-the-box allowing for quick and easy deployment. Fully or moderately supported out-of-the-box with industry-leading capabilities and is immediately available after installation without needing any add-ons, integrations, or custom development. **Tier 2:** Supported with workarounds or add-ons that may require additional costs. Not directly available in the software, but can be accomplished using other built-in features, workarounds, or add-ons/products from the vendor with or without any additional cost. **Tier 3:** Requires partner integrations or custom development that is often at an additional cost. Requires additional integrations, plugins, marketplace applications from a third-party vendor, or custom development using the APIs, libraries, extensions, and development framework supported by the software, with or without any additional cost. [Close](#) ```json { "@context": "https://schema.org", "@type": "BreadcrumbList", "itemListElement": [ { "@type": "ListItem", "position": 1, "name": "Home", "item": "https://www.selecthub.com/" }, { "@type": "ListItem", "position": 2, "name": "Insurance Management", "item": "https://www.selecthub.com/category/insurance/" }, { "@type": "ListItem", "position": 3, "name": "Insurance Agency Management Systems", "item": "https://www.selecthub.com/c/insurance-agency-management-systems/" }, { "@type": "ListItem", "position": 4, "name": "Smart Agent", "item": "https://www.selecthub.com/p/insurance-agency-management-systems/smart-agent/" }, { "@type": "ListItem", "position": 5, "name": "Smart Agent Vs AgentCubed" } ] } ```