Agency Management
System Built for You!

The only Lead, Client & Agent Management system your Insurance Agency will ever need.

Stop using multiple systems
to market leads and manage clients

Radius brings the lead, client and agent management process into one
system, one platform, one ecosystem. Cut through the noise, close out the multiple browser
windows and reduce your overall software spend.

Radius is now an AgencyBloc solution! Learn More

Sales Automation

While nothing should ever be a ‘set it and forget it’, Radius has come as close as you’ll ever want to be in having a software solution managing the heavy lifting. Leaving you and your team more time to write business.
  • Lead Distribution Rules
  • Assigned Tasks
  • ScreenShare
  • Work Flows
  • Text Messaging
  • Quote Engines

integrated voip & call center solution

The only Lead, Client & Agent
software you’ll ever need.

Start a 15 Day Free Trial with any plan today, start seeing Radius’ value tomorrow.

Need a Plan with a Full Dialer that has Compliance Guidelines built in, Goal Setting, Executive Reports, Advanced Commissions, Document Sign and more? Then the Agency Management Plan (AMS) is for your agency. Check out the Basic Plans for introductory rates…you can upgrade at any time.

Basic Plans
This is Tooltip!
Unlimited users? You Need Radius π!
Agent (Basic)
$43

per month

CSR (Basic)
$86

per month

Broker (Basic)
$190

per month

Agency (Basic)
$380

per month

Users
1
2
5
10
Manage Leads & Clients
Automated Workflows
Commissions & Overrides
Send Text Messages
2,000/mo
2,000/mo
2,000/mo
2,000/mo
Unlimited File Storage
Share Your Screen
Track E&O & Licenses
Integrations
Custom Reporting
Email Marketing

Make and Receive
calls directly from the system

Radius has everything your agency needs to make and receive calls directly from the system, without having to use another phone provider. Click-to-Call, Auto Preview Dialer, Local & Toll Free Numbers, Voicemail to Email, IVR, Call Routing, Call Groups, SMS/Text Messaging and more…

Frequently Asked Questions

Can’t find an answer? Call us at 888-593-2021

Guess Who's Using Radiusbob!

Insurance Agencies of all sizes, types, product lines, geographies and more are using radiusbob…
The only Lead Management & CRM software you’ll ever need.
Simple Shapes, LLC © 2022
Automate Your Insurance Agency in 5 Minutes | www.radiusbob.com