AgencyZoom

AgencyZoom

Vertafore
Radius

Radius

Radius Bob
+
+

Related Products

  • Shape Software
    134 Ratings
    Visit Website
  • Macaw AMS
    8 Ratings
    Visit Website
  • Pipedrive
    10,520 Ratings
    Visit Website
  • Creatio
    586 Ratings
    Visit Website
  • Act!
    554 Ratings
    Visit Website
  • Coevera
    752 Ratings
    Visit Website
  • Phonexa
    238 Ratings
    Visit Website
  • CrankWheel
    229 Ratings
    Visit Website
  • gtechna
    19 Ratings
    Visit Website
  • CredentialingSpectrum
    5 Ratings
    Visit Website

About

Put your producers on a rocket ship with AgencyZoom's easy to use sales platform. Stand out from the rest, to keep customers coming back to your insurance agency. An amazing Dashboard that shows you who is hitting goals and who's holding you back. Click and drag, it's that easy! Smart automation to make sure your insurance sales skyrocket. Build an automated customer journey from prospecting, to renewals, and beyond. Know exactly what you and your insurance producers need to do to succeed today, this month, and this year. Month after month you'll build up your insurance agency's Google Reviews automatically. Build an automated customer journey from prospecting, to renewals, and beyond. Click and drag, it's that easy! Smart automation to make sure your insurance sales skyrocket. Our lead manager makes it easy for agents to follow their valuable leads down the pipeline, with smart tools that help nourish the right leads today.

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
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Insurance agencies searching for a solution to build an automated customer journey

Audience

Insurance companies that need a CRM solution made for insurance agencies

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$79 per month
Free Version
Free Trial

Pricing

$34 per month
Free Version
Free Trial

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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Vertafore
Founded: 1969
United States
www.agencyzoom.com

Company Information

Radius Bob
United States
www.radiusbob.com

Alternatives

Alternatives

Ringy

Ringy

Kovacs Systems
TekRADIUS

TekRADIUS

KaplanSoft
BluInsurance

BluInsurance

BluRoot
Aspire

Aspire

Impowersoft
Radius AE

Radius AE

SeniorSystems

Categories

Categories

Insurance Agency Management Features

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

Integrations

6connect
AdmitHub
AuthN by IDEE
Axis LMS
Barracuda SSL VPN
Canopy Connect
Front Rush
Google Workspace
Kamailio
KeyTalk
LibreNMS
Microsoft 365
Netdata
NinjaQuoter
Qoris AI
Thinfinity Workspace
Twilio
WWPass
Wufoo
Wynshop

Integrations

6connect
AdmitHub
AuthN by IDEE
Axis LMS
Barracuda SSL VPN
Canopy Connect
Front Rush
Google Workspace
Kamailio
KeyTalk
LibreNMS
Microsoft 365
Netdata
NinjaQuoter
Qoris AI
Thinfinity Workspace
Twilio
WWPass
Wufoo
Wynshop
Claim AgencyZoom and update features and information
Claim AgencyZoom and update features and information
Claim Radius and update features and information
Claim Radius and update features and information