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Description

As remote work becomes more prevalent among professionals, Agency Anywhere ACORD Forms™ presents an ideal solution for streamlining processes. This platform simplifies the use of ACORD Forms, making the experience both fast and efficient. Users have the flexibility to add or remove agency management features according to their specific needs, ensuring that they only pay for what they utilize. The Choices ACORD Forms™ can easily be filled out, saved, signed, organized, combined, and sent via email. With Choices Agency Anywhere™ software, clients can select and pay for only the functionalities they require, offering a tailored experience. As your insurance agency expands, you have the ability to incrementally enhance your software capabilities, leading to both time and cost savings. ACORD Forms serve as the standardized templates widely recognized in the insurance sector. For over 30 years, Choices Software, Inc. has enhanced the value of ACORD Forms, adhering to the standards established by ACORD. This commitment to quality ensures that users benefit from the latest industry practices and innovations.

Description

Radius offers a comprehensive CRM solution tailored specifically for insurance agencies, ensuring you never miss out on a lead or client due to lost data, technical failures, or disorganized paperwork. This platform allows you to efficiently organize and manage all your leads and clients in one place. With Radius, there's no need for additional email marketing tools, as it provides features for sending automated responses, drip marketing campaigns, mass emails, and SMS or text messages. Each lead and client profile comes with a detailed history, reminders, tasks, notes, and file storage for easy access. The integrated Radius Dropbox feature enhances organization by automatically importing emails into the system. You can customize Radius to fit your business needs by defining custom form fields, managing lead temperatures, client statuses, and much more. Furthermore, Radius seamlessly integrates with your website, quote engine, lead vendor, or any third-party applications, making it an indispensable tool for your agency. With its numerous features, Radius not only streamlines your processes but also enhances your overall client relationship management.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

12Port Horizon
6connect
AdmitHub
AgentMethods
AuthControl Sentry
AuthN by IDEE
Barracuda SSL VPN
Compulife
Front Rush
Google Workspace
Kamailio
KeyTalk
LibreNMS
LoginTC
Netdata
NinjaQuoter
Twilio
WWPass
Wynshop

Integrations

12Port Horizon
6connect
AdmitHub
AgentMethods
AuthControl Sentry
AuthN by IDEE
Barracuda SSL VPN
Compulife
Front Rush
Google Workspace
Kamailio
KeyTalk
LibreNMS
LoginTC
Netdata
NinjaQuoter
Twilio
WWPass
Wynshop

Pricing Details

$75 Semi-Annually
Free Trial
Free Version

Pricing Details

$34 per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Choices Software

Country

United States

Website

www.acords.com

Vendor Details

Company Name

Radius Bob

Country

United States

Website

www.radiusbob.com

Product Features

Insurance Agency

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

Product 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

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