Relationships in context
Keep the people, households, conversations, and documents behind each relationship organized.
- Prospect and lead management
- Client and household records
- Notes and interaction history
- Document management
CRM + agency operations
Organize your agency. Keep the work moving.
Agency Interactions is an AI-enabled CRM and agency management platform built specifically for independent Medicare, Life, and Health agents and agencies. It organizes leads, clients, households, policies, communications, documents, workflows, commissions, reporting, and team operations in one connected system.
Available todaySales-assisted onboarding
Agency Interactions
Illustrative workflow
Overview
Clients
Pipeline
Policies
Tasks
Good morning
Your agency overview
New leads
Ready
Open tasks
Visible
Follow-up
Queued
Pipeline movement
This weekNew leadOpen
Follow-upIn progress
ReviewNext
Today's focus
Review new leads
Client follow-up
Policy tasks
Client and household view
Records • policies • communications • tasks
One operational picture
Bring your relationships, records, and daily work into one clear view.
Agency Interactions combines CRM and agency-management capabilities in a platform shaped around Medicare, Life, and Health operations.
Work that keeps moving
Give day-to-day follow-up a visible place instead of relying on memory or scattered tools.
- Tasks, workflows, and reminders
- Appointment scheduling
- Email and SMS communications
- Sales pipelines
Agency operations together
Connect core records and operational details in a system designed for Medicare, Life, and Health work.
- Policy tracking
- Carrier and product information
- Commissions
- User roles and team management
Visibility with accountability
See the work, understand activity, and retain the history needed for informed oversight.
- Reporting and dashboards
- Compliance or audit history
- Website lead integration
- Third-party integrations
Capability availability and configuration may vary. A guided demo and onboarding conversation will confirm what applies to your business and operating needs.
A connected operating rhythm
Follow the work from first interest through ongoing relationships.
The exact workflow remains configurable, but the operating idea is simple: make the next step visible and keep the surrounding context close.
- 01
Capture
Bring a new prospect or lead into a defined intake path.
- 02
Understand
Organize the client, household, needs, history, and relevant records.
- 03
Coordinate
Create follow-up, tasks, reminders, appointments, and communication steps.
- 04
Manage
Track policies, documents, interactions, and approved operational details.
- 05
Review
Use dashboards and reporting to see progress, workload, and next actions.
Work is structured before assistance is added.
People remain responsible for review and communication.
History and context support accountable decisions.
AI-first, not AI-only
Build assistance into the workflow without removing accountability.
Agency Interactions is designed to place AI assistance inside structured agency workflows while keeping people responsible for review, communication, and business decisions.
Practical assistance
Apply AI assistance to useful agency work inside an organized process.
Human accountability
Your team remains responsible for review, communication, and decisions.
Built to fit the business
Support the solo operator and the growing agency without losing clarity.
Agency Interactions is intended for independent agents through agencies of any size, with configuration shaped around roles, workflow, and operational complexity.
Solo agents
Create repeatable structure around leads, client relationships, follow-up, and policy work.
Growing teams
Share visibility, responsibilities, workflows, communications, and operating standards.
Larger agencies
Configure roles, reporting, processes, and separately scoped connections around more complex operations.
Connections are scoped—not assumed.
Website lead connections and third-party integrations depend on the systems involved and the agreed scope. Agency Interactions does not require Cube Connect Digital or another Insuracube service.
Agency Interactions questions
Clear answers before you book a demo.
Review the product’s purpose, audience, boundaries, and evaluation process before deciding on your next step.
What is Agency Interactions?
Agency Interactions is an AI-enabled CRM and agency management platform built specifically for independent Medicare, Life, and Health agents and agencies. It brings relationship records, policy information, communications, documents, workflows, commissions, reporting, and team operations into one connected system.
Who is Agency Interactions built for?
It is built for independent Medicare, Life, and Health insurance businesses throughout the United States, from solo independent agents through agencies of any size.
Does it include both CRM and agency management capabilities?
Yes. Agency Interactions combines customer relationship management and agency management capabilities in one product, including lead and client records, policy tracking, communications, workflows, commissions, reporting, and team operations.
Can Agency Interactions connect with my website or other tools?
Website lead connections and third-party integrations may be available when the systems involved are verified and the connection is properly scoped. Specific integration availability is confirmed during the demo and onboarding process.
Does Agency Interactions require Cube Connect Digital or another Insuracube service?
No. Agency Interactions is a standalone product with its own account and customer login. It does not require Cube Connect Digital, a Marketing Intelligence Website, or another Insuracube service.
How do I evaluate Agency Interactions?
Book a guided demonstration to review the product, discuss your agency’s workflows, and ask questions about fit, configuration, and sales-assisted onboarding. Public self-service registration is not offered on this website.
See the product in context
Explore how Agency Interactions could support your agency's operating rhythm.
Product evaluation and onboarding begin with a guided conversation. Public self-service registration is not offered on this website.