The plans below are primarily designed for Independent Insurance Agents. If you're an Agency Owner or an IMO, please contact us regarding our Enterprise Solutions.

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Testimonials

  • "Successful brokers in every market need a CRM tailored to their specific needs. One that uses recognizable industry verbiage, provides lead management and useful organizational and client contact tools. American Benefits Exchange staff utilizes the RedCUBE CRM daily to efficiently operate as a National Marketing Organization. I personally recommend this incredible and cost effective resource for you and your business."

    Brian Pearson
    President & CEO - American Benefits Exchange
  • "I want to go on record saying that my experience in the past couple months with RedCubeCRM has been one of the most rewarding experiences. Not only has Charles gone over and above to deliver everything he promised... He is available and eager to answer every crazy question I have thrown at him... even at midnight one Friday night.

    Moving over 3,000 current and past clients information to a new database was a scary thought. I did it! It was painless... I am so thankful to Charles for being there with all the extra texts, emails, and phone calls with Charles. The program does a lot more than you can imagine. I am well impressed with how well thought-out the programmers have everything covered. They even threw in a lot of unexpected extras. The password database is a top notch unexpected bonus. Everything in this program works! A large team will love it.

    The best part for me is the easy flow to the information and how fast it is. I am so glad I let Charles calmly help me get this done on my schedule. I don't think he sleeps, and he has become a friend."

    Darryl Haynes CIC, RM
    Licensed Risk Manager - Texas Consilium
  • "We had been in need of an updated way to handle our Deal Flow. We were losing deals. The Days of using a clunky CRM system needed to be over – and going back to Excel Spreadsheets was not an option. We wanted something that would engage our Sales people and allow us the control and distribution of leads, contacts and anything “Sales related”. RedCube CRM Was Just what the Dr. Ordered! – From Day 1 we had direct contact with the Tech Team and they understood what we wanted and showed us how RedCube CRM had the immense capacity to handle everything we needed and more! – Thanks Guys! You Are Awesome!"

    Jay P.
    President & CEO - USALeadCo
  • "Our Nationwide Agency has multiple needs. We have agents, customers, vendors and insurance carriers. We have to keep track of all of the data in a secure and compliant atmosphere. We also have to have multiple types of features that most cannot offer in a traditional CRM. So, additional program money was always needed. When we found RedCube CRM it was the answer to ALL of our needs. It also had features that we didn’t even know we needed but made life so much easier. From Editable Fields and Flow Charts and Reporting, RedCube CRM is TOP FLIGHT! We Highly Recommend it and use it every day!"

    Nicholas J.
    President & CEO - Axis Benefit Solutions, Inc.
  • "I was so irritated with other companies that kept wanting more money for the tools I needed. Every time I turned around they were trying to nickel and dime me to death. Now I'm really pleased with paying one price without worrying about a surprise every month on my bill."

    Andrea Anderson
    Owner - Andrea's Designs
  • "When our agency began gearing up for our first nationwide program, we knew that it was time to upgrade our agent and client management systems. We researched several large-scale technology companies, and ultimately made the decision to go with a customized solution from RedCube. The expertise and care that was displayed in our buildout was critical to the success of our AMS/CRM platform. Our management team, agents and our nationwide client base have all complimented the visual form and user-friendly function of our www.heritageinsures.com website and agent portal powered by RedCube. The affordability, scalability and security of our platform were key concerns that had to be met with absolute assurance. RedCube’s technology was an investment that met and exceeded our requirements, and one that we highly recommend for your firm."

    Damon Williams
    Senior Vice President - Heritage Finance Holdings
 

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