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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
Effortlessly manage Certificates of Insurance (COIs) using our highly-rated software, which is relied upon by leading global companies. By simply uploading a COI, the software automatically scans and evaluates the document. The bcs extractor provides real-time, color-coded results that indicate any deficiencies. Vendors or agents receive immediate, visual feedback on their submissions, allowing them to address any issues before the documents reach you. This solution not only facilitates compliance management but also optimizes the vendor onboarding experience. While tracking COIs is crucial, ensuring overall vendor compliance is even more comprehensive. bcs is dedicated to assisting you throughout this entire process. You can quickly locate pre-qualified vendors in your vicinity through our robust search functionality, review their profiles, and access feedback from their industry peers. Remember, even the most intricate contracts, leases, or loan agreements cannot secure your organization without appropriate insurance coverage. Say goodbye to the tedious search for COIs; with bcs’s certificate of insurance tracking software, everything you need is just a click away, allowing you to focus on what truly matters.
API Access
Has API
API Access
Has API
Integrations
12Port Horizon
AdmitHub
AgentMethods
AuthControl Sentry
AuthN by IDEE
Barracuda SSL VPN
Compulife
Experian Connect
Front Rush
Kamailio
Integrations
12Port Horizon
AdmitHub
AgentMethods
AuthControl Sentry
AuthN by IDEE
Barracuda SSL VPN
Compulife
Experian Connect
Front Rush
Kamailio
Pricing Details
$34 per month
Free Trial
Free Version
Pricing Details
$0.50 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
bcs
Website
www.getbcs.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