RadiusRadius Bob
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Related Products
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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.
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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.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Insurance companies that need a CRM solution made for insurance agencies
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Audience
Businesses looking for a Document Management platform
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$34 per month
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationRadius Bob
United States
www.radiusbob.com
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Company Informationetfile
Founded: 1996
United States
www.etfile.com
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Alternatives |
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Categories |
Categories |
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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
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Integrations
AdmitHub
AgentMethods
AuthControl Sentry
AuthN by IDEE
Barracuda SSL VPN
Compulife
Front Rush
Google Workspace
KeyTalk
LibreNMS
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Integrations
AdmitHub
AgentMethods
AuthControl Sentry
AuthN by IDEE
Barracuda SSL VPN
Compulife
Front Rush
Google Workspace
KeyTalk
LibreNMS
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