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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 CE Zoom?

This CE tracker is uniquely designed to comply with your state's specific regulations, enabling users to search for courses based on factors such as travel distance, presenter, category, or approved provider. The online registration system is streamlined, making the sign-up and payment process much easier for participants, which in turn boosts attendance rates. Digital rosters keep vital personal information and registration data, including verification status and membership affiliations like AGD, ADA, and ADHA. All courses and conferences will receive national promotion to the targeted audience you choose. Members will be notified about new courses within their preferred radius shortly after they are posted, ensuring they stay up-to-date. After verification, attendees can complete course evaluations, if necessary, to receive their digital CE Certificate. Additionally, CE credits from conferences and courses supported by CE Zoom will be automatically categorized on the certificates. This holistic method guarantees that both providers and participants enjoy a smooth and organized experience in continuing education, fostering a more engaged learning community. Overall, the platform not only enhances accessibility but also contributes to the professional development of its users.

Media

Media

Integrations Supported

12Port Horizon
6connect
AgentMethods
AlterCam
AuthControl Sentry
AuthN by IDEE
Barracuda SSL VPN
Compulife
FlowUp
Google Workspace
KeyTalk
LibreNMS
LoginTC
Microsoft 365
Netdata
NinjaQuoter
Thinfinity Workspace
Twilio
WWPass

Integrations Supported

12Port Horizon
6connect
AgentMethods
AlterCam
AuthControl Sentry
AuthN by IDEE
Barracuda SSL VPN
Compulife
FlowUp
Google Workspace
KeyTalk
LibreNMS
LoginTC
Microsoft 365
Netdata
NinjaQuoter
Thinfinity Workspace
Twilio
WWPass

API Availability

Has API

API Availability

Has API

Pricing Information

$34 per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site 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

CE Zoom

Company Location

United States

Company Website

www.cezoom.com

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Insurance Agency

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

Categories and Features

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