Radius

Radius

Radius Bob
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About

Ivans Bookroll allows you to easily request, receive, and evaluate agencies' personal or commercial book of business data regardless of the agency management system. You will also be able to quickly enter new markets, diversify your business, and build stronger agent relationships. Diversify your book of business and expand agency relationships. With Ivans Bookroll, you can collaborate more effectively and grow with your agency partners. Spend less time manually processing files and visiting individual agencies to assess books of business. Manage the entire process via a single interface, from requests to review, acceptance, and submission of data. Remove the possibility of errors and omissions by eliminating re-keying. You’ll also reduce turnaround time for analysis and quotes and gain peace of mind with this automated, secure, and accurate way to gather and share book roll information.

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

Organizations requiring a tool to manage book transfer processes and review their policy files and paperwork

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

No information available.
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

Ivans
Founded: 1983
United States
www.ivans.com/for-carriers/products/ivans-bookroll/

Company Information

Radius Bob
United States
www.radiusbob.com

Alternatives

Alternatives

Ringy

Ringy

Kovacs Systems
TekRADIUS

TekRADIUS

KaplanSoft
Book Roll

Book Roll

Vertafore
Radius AE

Radius AE

SeniorSystems

Categories

Categories

Integrations

6connect
AdmitHub
AgentMethods
AuthControl Sentry
AuthN by IDEE
Barracuda SSL VPN
Compulife
FlowUp
Front Rush
Google Workspace
Kamailio
KeyTalk
Microsoft 365
Netdata
NinjaQuoter
Thinfinity Workspace
Twilio
WWPass
Wynshop

Integrations

6connect
AdmitHub
AgentMethods
AuthControl Sentry
AuthN by IDEE
Barracuda SSL VPN
Compulife
FlowUp
Front Rush
Google Workspace
Kamailio
KeyTalk
Microsoft 365
Netdata
NinjaQuoter
Thinfinity Workspace
Twilio
WWPass
Wynshop
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Claim Ivans Bookroll and update features and information
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