Average Ratings 1 Rating
Average Ratings 4 Ratings
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 serves as a platform for reviewing business technology, focusing on enhancing content quality and maintaining data integrity to assist buyers in making informed decisions through honest and insightful evaluations. Additionally, we empower vendors to effectively leverage their customers' authentic feedback. To ensure the credibility of reviews, every contributor goes through a multi-step verification process, guaranteeing that only real product experiences are displayed. We maintain a strict policy against selling leads or offering paid placements, ensuring that vendors cannot manipulate outcomes in any way. Each review undergoes thorough examination by our Research Team to confirm its quality, detail, and depth prior to publication. On average, our reviews consist of over 400 words, providing comprehensive insights into each product. Ultimately, our commitment to transparency and authenticity fosters trust among users and vendors alike.
API Access
Has API
API Access
Has API
Integrations
12Port Horizon
6connect
AdmitHub
AgentMethods
AuthN by IDEE
Digesto
FlowUp
Front Rush
Influitive
KeyTalk
Integrations
12Port Horizon
6connect
AdmitHub
AgentMethods
AuthN by IDEE
Digesto
FlowUp
Front Rush
Influitive
KeyTalk
Pricing Details
$34 per month
Free Trial
Free Version
Pricing Details
No price information available.
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
TrustRadius
Founded
2012
Country
United States
Website
trustradius.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
Review Management
Campaign Management
Dashboard
Negative Feedback Management
Response Management
Review Monitoring
Review Notification
Review Request
Sentiment Analysis
Social Sharing
White Label