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.

Pricing

Price Starts At:
$34 per month
Free Trial Offered?:
Yes

Screenshots and Video

Company Facts

Company Name:
Radius Bob
Company Location:
United States
Company Website:
www.radiusbob.com

Product Details

Deployment
SaaS
Training Options
Documentation Hub
Online Training
Support
Standard Support
Web-Based Support

Product Details

Target Company Sizes
Individual
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Nonprofit
Government
Startup
Supported Languages
English

Radius Categories and Features

Insurance Agency Software

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

CRM Software

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

More Radius Categories

Radius Customer Reviews

Write a Review
  • Reviewer Name: Ramesh S.
    Position: Senior Technical Support
    Has used product for: Less than 6 months
    Uses the product: Weekly
    Org Size (# of Employees): 100 - 499
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Powerful Marketing automation platform

    Date: Jul 23 2020
    Summary

    We have been using this a while it enables great marketing automation to find and interact with best customers. It gives pipeline management to manage sales performance. Overall it's a great marketing automation platform.

    Positive

    #1- Helps to engage with customers and capture business leads.
    #2- Account-based marketing for business.
    #3- Analytics graph with comparing option to compare with past data.

    Negative

    #1- Overall positive experience with the Radius platform.

    Read More...
  • Previous
  • You're on page 1
  • Next