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Some of our clients use outside telemarketing companies and push vetted leads into Radius. If you’re using a 3rd party telemarketer, you won’t want them to have access to your database. You can use Web Forms to allow data from a 3rd party to be pushed in while keeping your database secure. Alternatively, you can […]

Radius has several reports that are pre-built, as well as Custom Reports & Saved Reports. See screenshots below, but check out details in this tutorial VIDEO. When you create saved & custom reports, you’ll be able to create bulk updates. Say you need to update the Status of a recent import file in bulk or […]

Do you insurance that’s specific to certain age ranges? We’ve covered using Date Triggered Marketing to reach out to people turning 65 in our recent Featured Features on Facebook & Twitter. But did you know that we also have Mass Emails with Date Ranges? Ideas for using this feature: *People turning 26 that need individual […]

You can send Mass Emails to Clients with a specific Carrier to send them the updated plan information for 2019. 1) Upload the Carrier Documents in Settings> Carriers> Edit the Carrier> Go to the Documents tab and upload the file. Choose at least Email as an option of where to view that document. TUTORIAL 2) Go […]

Open Enrollment is upon us! Radiusbob.com can do so much to help you with it that it may seem overwhelming. So we’ve come up with a Featured Features Tip of the Day. Follow us on Twitter or Facebook to learn more about Radius’s potential. Topics will include: Emailing existing clients with Carrier Specific 2019 plan documentation Marketing to Age […]