| Lead Management |
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Organize and Prioritize leads by product request, temperature, assigned agent or coverage type. |
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| Client Management |
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Manage Clients by tracking conversations, renewal dates, current products, documents and important notes. |
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| Commission Reports |
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Manage Commissions and Renewals. Track existing, future and potential revenues with Radius real-time reporting. |
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| Important Dates |
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Always remember renewal & effective dates or birthdays for each specific lead and client |
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| Products |
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Manage and Promote the Plans and Carriers you offer Leads and Clients. |
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| Popular Tagging |
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Group Leads, Prospects and Clients by tagging them with unique descriptive terms. |
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| Tasks & To Do's |
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Faxes, Emails, Appointments, Meetings, Calls, Training or remind yourself to take a break. Create at will. |
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| Custom Form Fields |
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Add, Edit or Remove Custom Form Fields for Leads and Clients. Go above and beyond basic contact info |
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| Multiple Agents |
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Manage your Downline Agents with multiple Books of Business |
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