Radius

Radius

Radius Bob
+
+

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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.

About

With Rocket Referrals, your clients stay longer, buy more and refer their friends. No contracts or setup fees. Find your happy clients and those who are likely to leave. Get notified when clients are unhappy and save those relationships. Collect feedback regularly to measure client sentiment overtime with NPS. Watch our AI categorize client feedback to help you improve. Automate what you send to your clients and when. Have as much control as you’d like—automate it all or approve messages before they go. Quickly create custom communications and e-mail campaigns. Cross-sell insurance with ready-to-go automations and templates. Send handwritten cards like grandma does. Stay connected in an entirely new way with Rocket Connect. Text your clients easily, TCPA ready. Respond to clients and prospects quickly via web chat.

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 companies that need a CRM solution made for insurance agencies

Audience

Insurance agencies in need of a Referral solution

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

$34 per month
Free Version
Free Trial

Pricing

$2 per employee per month
Free Version
Free Trial

Reviews/Ratings

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

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:

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Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Radius Bob
United States
www.radiusbob.com

Company Information

Rocket Referrals
Founded: 2013
United States
www.rocketreferrals.com

Alternatives

Ringy

Ringy

Kovacs Systems

Alternatives

TekRADIUS

TekRADIUS

KaplanSoft
InsurLink

InsurLink

Vertafore

Categories

Categories

Insurance Agency Features

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

Referral Features

Affiliate Marketing
Campaign Management
Contact Management
Employee Referral Management
Feedback Management
Lead Engagement
Loyalty Program
Referral Tracking
Rewards Management

Integrations

12Port Horizon
6connect
AdmitHub
AgentMethods
AuthControl Sentry
AuthN by IDEE
Axis LMS
Barracuda SSL VPN
Compulife
Front Rush
Google Workspace
Kamailio
KeyTalk
LibreNMS
Microsoft 365
Netdata
NinjaQuoter
Wufoo
Zapier

Integrations

12Port Horizon
6connect
AdmitHub
AgentMethods
AuthControl Sentry
AuthN by IDEE
Axis LMS
Barracuda SSL VPN
Compulife
Front Rush
Google Workspace
Kamailio
KeyTalk
LibreNMS
Microsoft 365
Netdata
NinjaQuoter
Wufoo
Zapier
Claim Radius and update features and information
Claim Radius and update features and information
Claim Rocket Referrals and update features and information
Claim Rocket Referrals and update features and information