Audience

Insurance companies that need a CRM solution made for insurance agencies

About Radius

CRM for insurance agencies. Never Lose a Lead or Client again because of misplaced information, hard drive crash, corrupted spreadsheet or a tipped over file cabinet. Organize and Manage all of your Leads & Clients with Radius. An all-in-one Solution for your Agency. No need for a separate email marketing software, use Radius to send Auto Responders, Drip Marketing, Mass Emails & SMS/Text Messages. Every Radius Lead & Client has its own history, reminders & tasks, notes, information, and file storage. Also using the Radius Dropbox helps keep your organized by automatically importing emails. Integrate Radius with how you do Business. Define Custom Form Fields, Lead Temperatures, Client Status and more. Ingrate Radius with your website, quote engine, lead vendor or third party app.

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Pricing

Starting Price:
$34 per month
Free Trial:
Free Trial available.

Integrations

See Integrations

Ratings/Reviews - 1 User Review

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5
More Reviews Write a Review

Company Information

Radius Bob
United States
www.radiusbob.com

Videos and Screen Captures

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Product Details

Platforms Supported
Cloud
Training
Documentation
Live Online
Support
Phone Support
Online

Radius Frequently Asked Questions

Q: What kinds of users and organization types does Radius work with?
Q: What languages does Radius support in their product?
Q: What kind of support options does Radius offer?
Q: What other applications or services does Radius integrate with?
Q: What type of training does Radius provide?
Q: Does Radius offer a free trial?
Q: How much does Radius cost?

Radius Product Features

CRM

Territory Management
Quotes / Proposals
Lead Scoring
Call Logging
Social Media Integration
Segmentation
Document Storage
Email Marketing
Calendar/Reminder System
Task Management
Internal Chat Integration
Mobile Access
Marketing Automation Integration

Insurance Agency

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

Radius Additional Categories

Radius Verified User Reviews

Write a Review
  • Ramesh S.
    Senior Technical Support
    Used the software for: Less than 6 months
    Frequency of Use: Weekly
    User Role: User
    Company Size: 100 - 499
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Powerful Marketing automation platform"

    Posted 2020-07-23

    Pros: #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.

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

    Overall: 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.

    Read More...
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