AgentCubed Integration

PRICING

Standard Transactional Pricing

VERSION

1.1.2

ADDITIONAL INFO

AgentCubed Website

Overview

AgentCubed focuses on delivering powerful lead management and CRM solutions specific to those in the insurance industry.

Appended Fields

will append the following data to your lead.

Appended FieldDescription
Outcome
The outcome of the integration
Reason
If the outcome was not success, this is the reason
Reference Id
Reference ID
Reference Opportunity Id
Reference Opportunity ID

Fields

The following fields are used by this integration and automatically added to your flow when missing.

FieldDescription
Dob
Date of birth
First Name
First name
Last Name
Last name
Email
Email address
Phone 1
Primary phone number
Phone 2
Secondary phone number
Postal Code
Postal code
County
County
Address 1
Street address
State
State
Marital Status
Marital status
Gender
Gender
Is Smoker
Whether or not the individual is a smoker
Insurance Height Ft
The feet portion of a height measurement
Insurance Height In
The inches portion of a height measurement
Insurance Weight
Weight in pounds
Insurance Is Expectant Parent
Whether or not the customer is an expectant parent
Credit Rating
Estimated credit rating
Insurance Type
Insurance type
Family History Heart Disease
Whether or not the individual has a family history of heart disease
Family History Cancer
Whether or not the individual has a family history of cancer
Insurance Requested Coverage Value
The value of the coverage requested
Insurance Requested Coverage Qualifier
The qualifier for the insurance coverage requested
Insurance Requested Coverage Coverage Type
The type of insurance coverage requested
Insurance Requested Coverage Comment
Comments regarding the insurance coverage requested
Date Start
The expected start date
Time To Contact
Best time of day to contact
Insurance Claim Amount
The amount of the insurance claim
Insurance Claim Comment
Comments regarding the insurance claim
Medical Condition
A pre-existing medical condition
Insurance Current
Name of your current insurance

Custom Input Variables

The following are configuration options (typically not collected with lead data).

VariableDescription
Agentcubed Web Lead IdWeb Lead ID
Agentcubed Lead Source KeyLead Source Key
Agentcubed Reference KeyReference key
Agentcubed Reference Key TypeReference key type
Agentcubed Relation TypeRelation type
Agentcubed CommentsComments
Agentcubed Individual IdIndividual ID
Agentcubed RelationshipRelationship
Agentcubed Error Notification EmailError notification email
Agentcubed Custom
Timeout SecondsProduce an "error" outcome if the server fails to respond within this number of seconds (default: 360)