Radius 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.

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Pricing

Pricing Starts At:
$34 per month
Free Trial:
Yes

Integrations

View Integrations

Reviews - 1 Verified Review

Total
ease
features
design
support
See More Reviews Write a Review

Company Details

Company:
Radius Bob
Headquarters:
United States
Website:
www.radiusbob.com

Media

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Product Details

Platforms
Web-Based
Types of Training
Training Docs
Live Training (Online)
Customer Support
Business Hours
Online Support

Radius Features and Options

Insurance Agency Software

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

CRM Software

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

Radius Lists

Radius User Reviews

Write a Review
  • Name: Ramesh S.
    Job Title: Senior Technical Support
    Length of product use: Less than 6 months
    Used How Often?: Weekly
    Role: User
    Organization Size: 100 - 499
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Powerful Marketing automation platform

    Date: Jul 23 2020

    Summary: We have been using this a while it enables great marketing automation to find and interact with best customers. It gives pipeline management to manage sales performance. Overall it's a great marketing automation platform.

    Positive: #1- Helps to engage with customers and capture business leads.
    #2- Account-based marketing for business.
    #3- Analytics graph with comparing option to compare with past data.

    Negative: #1- Overall positive experience with the Radius platform.

    Read More...
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