Radius

Radius

Radius Bob
eVo

eVo

Evolution Agency Management
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+

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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

Evolution is designed by agents, for agents, and is available at a much lower cost. No matter which products your customers need, you need a revolutionary agency management system that can help you run your entire business. You’ll get a powerful client app with quoting, claims and payment options, so your clients can access their policies whenever and wherever they want to. eVo is a comprehensive and affordable agency management system offering many innovative features. If you’re ready to step up your management with eVo, or would like more information, contact us. You continue to remain our top priority in these unprecedented circumstances, and we are here to answer any of your questions. Please do not hesitate to contact us with any concerns you may have. Secured hierarchical Structure. DocuSign Integration. Microsoft Outlook Integration. Client-facing Mobile App. In-Platform Texting Capability.

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 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

Insurance companies that need a CRM solution made for insurance agencies

Audience

Agencies and brands seeking a solution to improve their operations and processes

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

$34 per month
Free Version Not Supported
Free Trial Supported

Pricing

$200 per month
Free Version Not Supported
Free Trial Not Supported

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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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 Supported
In Person Not Supported

Training

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

Company Information

Radius Bob
United States
www.radiusbob.com

Company Information

Evolution Agency Management
Founded: 2006
United States
www.my-evo.com

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Categories

CRM Supported
Insurance CRM Supported

Categories

Insurance Agency Management Features

Claims Management 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 Not Supported

Integrations

12Port Supported
6connect Supported
AdmitHub Supported
AgentMethods Supported
AuthControl Sentry Supported
AuthN by IDEE Supported
Barracuda SSL VPN Supported
Compulife Supported
FlowUp Supported
Google Workspace Supported
Kamailio Supported
KeyTalk Supported
LibreNMS Supported
LoginTC Supported
Netdata Supported
Thinfinity Workspace Supported
Twilio Supported
WWPass Supported
Wynshop Supported

Integrations

12Port Not Supported
6connect Not Supported
AdmitHub Not Supported
AgentMethods Not Supported
AuthControl Sentry Not Supported
AuthN by IDEE Not Supported
Barracuda SSL VPN Not Supported
Compulife Not Supported
FlowUp Not Supported
Google Workspace Not Supported
Kamailio Not Supported
KeyTalk Not Supported
LibreNMS Not Supported
LoginTC Not Supported
Netdata Not Supported
Thinfinity Workspace Not Supported
Twilio Not Supported
WWPass Not Supported
Wynshop Not Supported
Claim Radius and update features and information
Claim Radius and update features and information
Claim eVo and update features and information
Claim eVo and update features and information