Radius

Radius

Radius Bob
+
+

Related Products

  • Macaw AMS
    8 Ratings
    Visit Website
  • Collect!
    77 Ratings
    Visit Website
  • FAMCare Human Services
    32 Ratings
    Visit Website
  • LegalEdge
    17 Ratings
    Visit Website
  • TE Recruit
    639 Ratings
    Visit Website
  • InterProse ACE
    147 Ratings
    Visit Website
  • AuthorityTech
    2 Ratings
    Visit Website
  • Coevera
    753 Ratings
    Visit Website
  • Knak
    169 Ratings
    Visit Website
  • CredentialingSpectrum
    5 Ratings
    Visit Website

About

The agency management system your agency needs to maximize efficiency, productivity, and sales. As an independent insurance agency, you need one of the best agency management systems, with cutting-edge technology, an easy-to-use interface, and dedicated support. Agency Matrix is committed to delivering insurance software solutions that meet these criteria and will help you reach your business goals. Agency management doesn't have to be hard. Agency Matrix reduces the time you spend on tasks like x-date tracking, accounting reports, sweep tracking and reconciliation, and providing client service. This gives you more time to focus on increasing production. Save time and money with automated reporting and telephone integrations that automatically launches a client’s account based on the incoming phone number.

About

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.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Companies seeking a platform offering ideal insurance solutions to help drive growth

Audience

Insurance companies that need a CRM solution made for insurance agencies

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

$34 per month
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

Pros & Cons from Real Users

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.

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Company Information

Zywave
Founded: 2005
United States
www.zywave.com/sales-cloud/agencymatrix/

Company Information

Radius Bob
United States
www.radiusbob.com

Alternatives

Jenesis Agency Management

Jenesis Agency Management

Jenesis Software

Alternatives

Ringy

Ringy

Kovacs Systems
TekRADIUS

TekRADIUS

KaplanSoft
Aspire

Aspire

Impowersoft
TrustRadius

TrustRadius

HG Insights

Categories

Categories

CRM Supported
Insurance CRM Supported

Insurance Agency Management Features

Claims Management Not Supported
Commission Management Supported
Contact Management Supported
Document Management Supported
Insurance Rating Not Supported
Life & Health Supported
Policy Management Supported
Property & Casualty Supported
Quote Management Supported

Integrations

6connect Not Supported
AdmitHub Not Supported
AgentMethods Not Supported
AuthControl Sentry Not Supported
Barracuda SSL VPN Not Supported
Compulife Not Supported
FlowUp Not Supported
Front Rush Not Supported
Google Workspace Not Supported
KeyTalk Not Supported
LibreNMS Not Supported
Microsoft 365 Not Supported
Netdata Not Supported
NinjaQuoter Not Supported
Thinfinity Workspace Not Supported
Twilio Not Supported
Vonage Business Supported
WWPass Not Supported
Wynshop Not Supported

Integrations

6connect Supported
AdmitHub Supported
AgentMethods Supported
AuthControl Sentry Supported
Barracuda SSL VPN Supported
Compulife Supported
FlowUp Supported
Front Rush Supported
Google Workspace Supported
KeyTalk Supported
LibreNMS Supported
Microsoft 365 Supported
Netdata Supported
NinjaQuoter Supported
Thinfinity Workspace Supported
Twilio Supported
Vonage Business Not Supported
WWPass Supported
Wynshop Supported
Claim Agency Matrix and update features and information
Claim Agency Matrix and update features and information
Claim Radius and update features and information
Claim Radius and update features and information