Average Ratings 4 Ratings

Total
ease
features
design
support

Average Ratings 1 Rating

Total
ease
features
design
support

Description

This is the only CE tracker tailored to adhere to the specific rules and regulations of your state, allowing users to find courses through searches based on travel distance, presenter, category, or approved provider. The streamlined online registration process significantly simplifies the sign-up and payment experience for attendees, ultimately increasing participation. Digital rosters maintain essential personal and registration details, including verification status and membership affiliations such as AGD, ADA, and ADHA. All courses and conferences will be promoted nationally to your desired audience. Members will receive notifications about new courses within their selected radius within a week of posting, ensuring they remain informed. Following verification, attendees are encouraged to complete course evaluations, if required, to obtain their digital CE Certificate. Furthermore, CE from conferences and courses supported by CE Zoom will automatically categorize the certificates appropriately. This comprehensive approach ensures that both providers and attendees experience an efficient and organized process in continuing education.

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
AlterCam
AuthControl Sentry
AuthN by IDEE
Barracuda SSL VPN
Compulife
FlowUp
Kamailio
KeyTalk
LoginTC
Microsoft 365
Netdata
NinjaQuoter
Thinfinity Workspace
Twilio
WWPass
Wynshop

Integrations

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

Pricing Details

No price information available.
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

CE Zoom

Country

United States

Website

www.cezoom.com

Vendor Details

Company Name

Radius Bob

Country

United States

Website

www.radiusbob.com

Product Features

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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Alternatives

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