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What is Radius?

Radius provides an all-encompassing CRM solution designed specifically for insurance agencies, helping you avoid losing leads or clients due to data mishaps, technical issues, or cluttered documentation. This platform enables you to systematically arrange and handle all your leads and clients from a centralized location. With Radius, there's no requirement for separate email marketing solutions since it includes capabilities for automated replies, drip marketing strategies, bulk emails, and SMS communications. Each lead and client profile is enriched with a comprehensive history, reminders, tasks, notes, and file storage for convenient access. The incorporated Radius Dropbox feature further streamlines organization by automatically importing emails into the system. You have the ability to tailor Radius according to your business requirements by establishing custom form fields, overseeing lead temperatures, client statuses, and much more. Additionally, Radius integrates effortlessly with your website, quote engine, lead vendors, or any other third-party applications, solidifying its status as an essential tool for your agency. Beyond its extensive features, Radius not only simplifies your workflows but also significantly improves your overall client relationship management, ensuring that your agency operates at peak efficiency. Moreover, the user-friendly interface allows teams to quickly adapt to the system, enhancing productivity across the board.

What is AgencyBloc AMS+?

The leading platform for growth in the insurance sector is the AgencyBloc Plus Suite, which offers tailored solutions designed for health, senior, and benefits agencies. This suite enables agencies to streamline their data management, maintain compliance, and automate various workflows, while also efficiently handling client relationships and policy management, among other essential functions. Furthermore, its comprehensive capabilities allow agencies to focus on enhancing their operational efficiency and improving client satisfaction.

Media

Media

Integrations Supported

AgentMethods
6connect
AdmitHub
Barracuda SSL VPN
FlowUp
Front Rush
Google Workspace
KeyTalk
LoginTC
Microsoft 365
Netdata
NinjaQuoter
WWPass
Wynshop

Integrations Supported

AgentMethods
Ease
Employee Navigator
Intulse
ReviewInc
Xinix

API Availability

API Availability

Has API

Pricing Information

$34 per month
Free Trial Offered?

Pricing Information

$109.00/month
Plans start at $109/month and are customized to each agency.
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Online Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Radius Bob

Company Location

United States

Company Website

www.radiusbob.com

Company Facts

Organization Name

AgencyBloc

Date Founded

2008

Company Location

United States

Company Website

www.agencybloc.com

Categories and Features

CRM

Not specified

Insurance CRM

Not specified

Categories and Features

Commission

Agency Commission
Commission Calculations
Commission Scheduling
Commission Tracking
Flat Commissions
Multi-Tiered Commissions
Percentage Commissions
Split Commissions

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Marketing Automation Integration
Task Management

Health Insurance

Not specified

Insurance Agency Management

Commission Management
Contact Management
Document Management
Life & Health
Policy Management

Insurance CRM

Not specified

Insurance Policy

Claims Tracking
Policy Processing
Renewal Management

Life Insurance

Not specified

Quoting

Automated Quoting
Catalog Management
Forms Creation
Product Configurator
Proposal Management

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