Convert, Manage & Grow
Your Book of Business
with Radius CRM.
Manage & Track New Leads,
Existing Clients,
Future Commissions & Renewals,
Custom Configuration and More...

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  • Radius Bob Lead Management + CRM
  • Radius Lead View
  • Radius Report View
  • Radius Lead Generation Page
  • Radius 30 Day Free Trial!
Lead Management
Lead & Prospect Management

Organize and Prioritize leads by product request, temperature, assigned agent or coverage type.

Client Management
Client Relationship Management

Manage Clients by tracking conversations, renewal dates, current products, documents and important notes.

Commission Reports
Commision Reporting Tools

Manage Commissions and Renewals. Track existing, future and potential revenues with Radius real-time reporting.


Important Dates
Important Dates

Always remember renewal & effective dates or birthdays for each specific lead and client

Products
Multiple Product Offerings

Manage and Promote the Plans and Carriers you offer Leads and Clients.

Popular Tagging
Popular Tagging

Group Leads, Prospects and Clients by tagging them with unique descriptive terms.

Tasks & To Do's
Tasks

Faxes, Emails, Appointments, Meetings, Calls, Training or remind yourself to take a break. Create at will.

Custom Form Fields
Custom Form Fields

Add, Edit or Remove Custom Form Fields for Leads and Clients. Go above and beyond basic contact info

Multiple Agents
Popular Tagging

Manage your Downline Agents with multiple Books of Business

 
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What Onboarded Agents with Radius are saying...
Radius
"Radius keeps my Client Relationship Management in real time...Any and every conversation I have with a client I know the time, date, and outcome of our conversations...priceless!"
James Burger - Burger Insurance Solutions
Radius
"Easy and Painless to get started:
1. Create Account
2. Radius will Import existing book
3. Manage Leads and Prospects
4. Done and Done"
Steve Carlson - Carlson & Associates
Radius
"No longer do I have to worry about all of my client's Renewals Dates...I set the Important Date for each of the Renewals and now I have no excuse to lose a policy or client...Don't get me started on the Commission Reporting Tools"
William Marks - Marks the Spot Insurance
Radius
"During Open Enrollment Periods, I am able to track and stay on top of my Hot Leads with the Radius Lead Management..."
Michael Steele - MS Insurance Inc.
 
Guided Tour, Live Demo or Start Your Free Trial! Bt_signupnow