Radius

Radius

Radius Bob
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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

Insurance is a document intensive business. File cabinets take up valuable workspace. Emails quickly pile up in inboxes. Papers get shuffled from desk to desk. Worst case scenario – you lose or misplace documents required for regulatory compliance and privacy laws. etfile solves all those problems with its content management solutions specially designed for the insurance industry. Advanced scan methods to meet numerous paperless needs and workflows. Integrate your indexing and data across our platform. Your customers will have complete and secure control over who can access documents and what they can do.

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

Businesses looking for a Document Management platform

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

No information available.
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

etfile
Founded: 1996
United States
www.etfile.com

Alternatives

Ringy

Ringy

Kovacs Systems

Alternatives

123FileIT

123FileIT

123File-IT
TekRADIUS

TekRADIUS

KaplanSoft
Dropbox Scan

Dropbox Scan

Dropbox

Categories

Categories

Document Management Features

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

Integrations

AdmitHub
AgentMethods
AuthControl Sentry
AuthN by IDEE
Barracuda SSL VPN
Compulife
Front Rush
Google Workspace
KeyTalk
LibreNMS
LoginTC
Microsoft 365
Netdata
NinjaQuoter
SmartOffice
Thinfinity Workspace
Twilio
WWPass
Wynshop

Integrations

AdmitHub
AgentMethods
AuthControl Sentry
AuthN by IDEE
Barracuda SSL VPN
Compulife
Front Rush
Google Workspace
KeyTalk
LibreNMS
LoginTC
Microsoft 365
Netdata
NinjaQuoter
SmartOffice
Thinfinity Workspace
Twilio
WWPass
Wynshop
Claim Radius and update features and information
Claim Radius and update features and information
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Claim etfile and update features and information