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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.
Description
Rocket Referrals ensures that your clients remain loyal, make additional purchases, and spread the word to their friends. There are no contracts or setup fees involved, allowing you to discover both satisfied clients and those at risk of leaving. You’ll receive alerts when clients express dissatisfaction, enabling you to preserve those valuable relationships. Regularly gather feedback to track client sentiment over time using NPS, while our AI efficiently organizes this feedback to guide your improvements. You can automate client communications, deciding how much control you want—whether to set everything on autopilot or to review messages before they are sent. Quickly craft personalized messages and email marketing campaigns, and utilize pre-made automations and templates for cross-selling insurance. Send thoughtful handwritten notes just like grandma used to do, and connect with clients in innovative ways through Rocket Connect. Effortlessly text your clients while remaining compliant with TCPA regulations, and ensure rapid responses to both clients and potential customers through web chat features. There’s never been a better opportunity to enhance your client engagement.
API Access
Has API
API Access
Has API
Integrations
12Port Horizon
6connect
AuthN by IDEE
Axis LMS
Compulife
FlowUp
Front Rush
Google Workspace
Kamailio
KeyTalk
Integrations
12Port Horizon
6connect
AuthN by IDEE
Axis LMS
Compulife
FlowUp
Front Rush
Google Workspace
Kamailio
KeyTalk
Pricing Details
$34 per month
Free Trial
Free Version
Pricing Details
$2 per employee 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
Radius Bob
Country
United States
Website
www.radiusbob.com
Vendor Details
Company Name
Rocket Referrals
Founded
2013
Country
United States
Website
www.rocketreferrals.com
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
Product Features
Insurance Agency
Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management
Referral
Affiliate Marketing
Campaign Management
Contact Management
Employee Referral Management
Feedback Management
Lead Engagement
Loyalty Program
Referral Tracking
Rewards Management