Average Ratings 1 Rating

Total
ease
features
design
support

Average Ratings 4 Ratings

Total
ease
features
design
support

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

TrustRadius is a B2B software research, review, and buyer intelligence platform that connects technology buyers with detailed information and verified feedback from software users. Buyers use the platform to research products, compare competing solutions, review pricing and features, evaluate alternatives, and create software shortlists. TrustRadius verifies reviewers and vets submitted reviews to provide detailed peer perspectives that can help buyers evaluate product fit and reduce uncertainty during technology purchasing decisions. Technology vendors can use TrustRadius to generate customer reviews and develop voice-of-customer content that supports brand awareness, differentiation, marketing, and sales programs. The platform's downstream intent data identifies accounts actively researching a vendor's products, competing products, and associated technology categories. These signals can include activities such as viewing pricing, comparing competing products, watching demos, and researching product features. Marketing and sales teams can activate intent data for account-based marketing, sales prioritization, competitive takeout campaigns, pipeline acceleration, customer retention, and upsell opportunities. TrustRadius also offers intent-driven lead generation that uses downstream intent signals to identify, engage, verify, and deliver ICP-matched buyers. Its GEO Monitoring Dashboard extends the platform into AI search by tracking AI Share of Voice, crawler activity, citations, and how AI answer engines represent a vendor's product relative to competitors.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

12Port Yes 
6connect Yes 
AuthN by IDEE Yes 
Axis LMS No 
Barracuda SSL VPN Yes 
Clay No 
Digesto No 
FlowUp Yes 
Front Rush Yes 
KeyTalk Yes 
Microsoft 365 Yes 
Netdata Yes 
NinjaQuoter Yes 
Prodsight No 
Retamo No 
Thinfinity Workspace Yes 
WWPass Yes 
Wufoo No 
Zapier No 

Integrations

12Port No 
6connect No 
AuthN by IDEE No 
Axis LMS Yes 
Barracuda SSL VPN No 
Clay Yes 
Digesto Yes 
FlowUp No 
Front Rush No 
KeyTalk No 
Microsoft 365 No 
Netdata No 
NinjaQuoter No 
Prodsight Yes 
Retamo Yes 
Thinfinity Workspace No 
WWPass No 
Wufoo Yes 
Zapier Yes 

Pricing Details

$34 per month
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Radius Bob

Country

United States

Website

www.radiusbob.com

Vendor Details

Company Name

HG Insights

Founded

2012

Country

United States

Website

trustradius.com

Product Features

CRM

Calendar/Reminder System No 
Call Logging No 
Document Storage No 
Email Marketing No 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management No 
Territory Management No 

Insurance Agency Management

Claims Management No 
Commission Management No 
Contact Management No 
Document Management No 
Insurance Rating No 
Life & Health No 
Policy Management No 
Property & Casualty No 
Quote Management No 

Product Features

Review Management

Campaign Management No 
Dashboard Yes 
Negative Feedback Management No 
Response Management Yes 
Review Monitoring Yes 
Review Notification Yes 
Review Request No 
Sentiment Analysis No 
Social Sharing Yes 
White Label No 

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