Radius

Radius

Radius Bob
+
+

Related Products

  • Macaw AMS
    8 Ratings
    Visit Website
  • Collect!
    77 Ratings
    Visit Website
  • Muzaic
    2 Ratings
    Visit Website
  • AestheticsPro
    745 Ratings
    Visit Website
  • Pipedrive
    12,537 Ratings
    Visit Website
  • Coevera
    753 Ratings
    Visit Website
  • Cerberus FTP Server
    159 Ratings
    Visit Website
  • MLM Soft
    19 Ratings
    Visit Website
  • Maropost Marketing Cloud
    152 Ratings
    Visit Website
  • InterProse ACE
    147 Ratings
    Visit Website

About

Strong retention is a result of your agency offering meaningful value to policyholders. HawkSoft's Retention Alerts identify which clients need attention so your staff can deliver proactive service. Deliver that "wow" experience on every interaction. Do in 5 minutes what other agencies do in 25 minutes. Get more from your sales pipeline and existing clients. HawkSoft's Lead Management categories show where clients are in your sales funnel. Built-in cross-sell and upsell reports identify policyholders to whom you can offer additional services. Use batch email, letters, text messages, and scheduled communications to reach your clients. Data is meaningless if it's hard to get or act upon. Measure agency vitals and key indicators. Monthly close ratio by producer, policies per client, commissions by carrier, retention, book of business reports, and much more. Our reports are actionable so you can do things like send batch emails right from the report view.

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

Agencies and companies seeking an insurance agency management system solution

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 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 Supported
Live Online Supported
In Person Supported

Training

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

Company Information

HawkSoft
Founded: 1995
United States
www.hawksoft.com

Company Information

Radius Bob
United States
www.radiusbob.com

Alternatives

Macaw AMS

Macaw AMS

Nest Innovative Solutions

Alternatives

Ringy

Ringy

Kovacs Systems
Jenesis Agency Management

Jenesis Agency Management

Jenesis Software
TekRADIUS

TekRADIUS

KaplanSoft
TrustRadius

TrustRadius

HG Insights

Categories

Categories

CRM Supported
Insurance CRM Supported

Insurance Agency Management Features

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

Integrations

12Port Not Supported
6connect Not Supported
AdmitHub Not Supported
AuthControl Sentry Not Supported
AuthN by IDEE Not Supported
Barracuda SSL VPN Not Supported
Certificial Supported
Compulife Not Supported
FlowUp Not Supported
Gaya Ai Supported
Kamailio Not Supported
Levitate Supported
LibreNMS Not Supported
Microsoft 365 Not Supported
RenewalCompass Supported
Thinfinity Workspace Not Supported
WWPass Not Supported
Wynshop Not Supported
vBots Supported

Integrations

12Port Supported
6connect Supported
AdmitHub Supported
AuthControl Sentry Supported
AuthN by IDEE Supported
Barracuda SSL VPN Supported
Certificial Not Supported
Compulife Supported
FlowUp Supported
Gaya Ai Not Supported
Kamailio Supported
Levitate Not Supported
LibreNMS Supported
Microsoft 365 Supported
RenewalCompass Not Supported
Thinfinity Workspace Supported
WWPass Supported
Wynshop Supported
vBots Not Supported
Claim HawkSoft and update features and information
Claim HawkSoft and update features and information
Claim Radius and update features and information
Claim Radius and update features and information