Audience
Insurance companies that need a CRM solution made for insurance agencies
About Radius
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.
Other Popular Alternatives & Related Software
tigerlab
tigerlab makes cloud-native, API-first insurance software. The tigerlab Broker Management System (BMS) runs insurance brokerages, and the tiger suite (formerly i2go) gives insurers, MGAs and embedded insurance providers their core systems.
The BMS keeps every client, policy, document and renewal in one record. It automates commission calculations, invoicing and reconciliation, runs compliance checks such as sanctions screening for each jurisdiction, and uses AI for document extraction and email summaries. It connects to BiPRO in Germany and EcoHub in Switzerland, and runs several countries and branches on one platform.
The tiger suite has four systems that run alone or together: Policy Management, Billing, Claims Management and Distribution Management.
tigerlab has SOC 2 Type II attestation and ISO 27001 certification, and supports GDPR and DORA. Both product lines deploy in the cloud or on-premises and connect through open APIs.
Book a demo at tigerlab.com!
Learn more about tigerlab
Verity
Verity by VRC Insurance Systems is an all-in-one policy administration system for property and casualty insurance markets. Designed to help meet the business needs of program administrators, managing general agents, and carriers, Verity helps streamline processes, and bridge the gap for the remote workforce. Core features include quoting, policy issuance, automated renewals, claims administration, ad hoc reporting, surplus lines, fiduciary accounting, agent/insured/carrier portals, task management, API access, third-party integrations, hosted and self-hosted solutions, and more. Additionally, VRC specializes in custom software development and onboarding services like training, data conversion, and system configuration that are all designed to make your transition as smooth as possible. Contact VRC today to schedule and introductory call and free demo.
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Jenesis Agency Management
Jenesis Agency Management System is web-based software designed to help insurance agents seamlessly manage existing clients, market to potential prospects, improve business efficiency, and manage sales & retention. With the ability to access your agency from anywhere on any device, Jenesis is easy to use and affordable. Jenesis offers a variety of features that include a client portal, email integration, ACORD forms, carrier downloads, credit card integration, rating, receipts and invoicing, and more. There are multiple packages to choose from depending on the needs of your agency. By leveraging Jenesis Agency Management System, you can maximize your time and grow your revenue stream.
Learn more about Jenesis Agency Management
NextAgency for Health & Life Insurance
NextAgency is life and health insurance agency management software. Unlike insurance agency management systems built primarily for property and casualty agencies, NextAgency is designed for health insurance, employee benefits, Medicare, and life insurance agencies.
• Life and health insurance agency CRM for prospects, clients, policies, renewals, and relationships
• Marketing tools with email campaigns, drip marketing, and texts
• Automated insurance agency workflows
• Business analytics, dashboards, and reporting for agency performance and pipeline management
• Compliance and disclosure tools with e-signatures and required insurance documentation
• Optional insurance commission tracking with carrier statement imports, reconciliation, and sub-agent management
• Easy to customize for how your insurance agency works
• Top-rated support
• Free Android and iPhone apps
• Insurance agency software with transparent pricing, a 30-day free trial, and no long-term contract required
Learn more about NextAgency for Health & Life Insurance
Pricing
Starting Price:
$34 per month
Free Trial:
Free Trial available.
Integrations
Company Information
Radius Bob
United States
www.radiusbob.com
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Product Details
Platforms Supported
Cloud
Training
Documentation
Live Online
Support
Phone Support
Online
Radius Frequently Asked Questions
Q: What kinds of users and organization types does Radius work with?
Radius works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, Nonprofit, Government, and Startup.
Q: What languages does Radius support in their product?
Radius supports these languages: English.
Q: What kind of support options does Radius offer?
Radius offers support via phone support and online.
Q: What other applications or services does Radius integrate with?
Radius integrates with: AdmitHub, AgentMethods, AuthControl Sentry, AuthN by IDEE, Barracuda SSL VPN, Compulife, FlowUp, Front Rush, Google Workspace, Kamailio, KeyTalk, LibreNMS, LoginTC, Netdata, NinjaQuoter, Microsoft 365, 6connect, Thinfinity Workspace, Wynshop, 12Port, Twilio, and WWPass.
Q: What type of training does Radius provide?
Radius provides training in the form of documentation and live online.
Q: Does Radius offer a free trial?
Yes, Radius offers a free trial.
Q: How much does Radius cost?
Pricing for Radius starts at $34 per month.
Radius Product Features
Radius Additional Categories
Radius Verified User Reviews
Write a Review-
Probability You Would Recommend? 10 out of 10
"Powerful Marketing automation platform" 5 out of 5 stars Posted 2020-07-23
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.
Overall: We have been using this a while it enables great marketing automation to find and interact with best customers. It gives pipeline management to manage sales performance. Overall it's a great marketing automation platform.
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