Radius just put the CRM in CRM!
We know what you are thinking, how is that even possible? Well my friend, when your Lead Management + CRM Agency software can allow you to provide your Clients a unique summary page just for their viewing eyes only, that makes it possible.
To Bobs have been hard at work on this one and what better way to start the new year then with a feature that gives you the ability to keep your clients engaged, informed and access to the information you want them to have. The new ‘Client Summary’ Feature within Radius allows Agents and Agencies to send an automated customized email to a client with a link to a password protected login page to view their Client Summary page. The page can include specific information about the Clients Policies that you are the Agent of Record for.
Including on the Client Summary Page:
Carrier
Product Name
Policy ID Number
Effective Date
Renewal Date
Agent & Agency Contact information (Name, Phone, Cell, Email & Address)
Documents – Agents can upload and active documents that are available for download for this particular client such as Annual Notice of Change, Schedule of Benefits, Policy Documentation and more.
Links – Agents can create links to websites that client may find helpful such as their agency website or their carrier’s website.
Overall, we are very excited about this feature is it gives Agents and Agencies a great value add to their Customer Service and Customer Relationship that their competition doesn’t have because they aren’t using Radius.
Custom Client Summary Sample Page – Auto Generated Page with password protection
From the Aetna Website
on their Brand Change:
Our Brand Story
The way we look at health care is changing. At Aetna, we are working every day to better meet your needs and see health care from your perspective. We want to make it easier for you to live healthier.
Connecting you to healthier living.
We want to be there for you when and where you need us. With tools like Aetna’s Mobile App you can access your health records, view claims, get reminders for tests, find in-network doctors all from your smart phone. With our Payment Estimator, you can see, compare and choose costs before you go to a doctor. And Aetna’s Personal Health Record helps keep all your family medical records in one, secure place. It can even alert you about potential medical issues.
Knowing about your health and your family’s health should be second nature. Feeling confident about your health decisions should be the norm. Living healthier should be easier. We want to help you get there.
Our new logo reflects this promise.
Vibrant. Energetic. Flexible. It shows our passion for helping you feel confident in your health care decisions, fitting into your life, and making it easier for you to live healthier. Connecting you to quality health plans, healthier living, financial well-being, and intelligent solutions.
With Aetna, the power of health is in your hands.
Aetna is the brand name used for products and services provided by one or more of the Aetna group of subsidiary companies, including Aetna Life Insurance Company and its affiliates (Aetna).
From Rip Emerson of TechCrunch:
“Technology is in the process of bringing change to every piece of the health industry — wellness, fitness, healthcare, medicine — you name it. And as it always seems with introduction of new technologies, it’s awe-inspiring how quickly they can transform entire industries yet, at the same time, make us realize just how far we have to go (or how far behind we really are). The health industry has been touched (and defined) by cutting-edge technology for years, yet its relics, legacy infrastructure, paper-pushing, and archaic procedures are as obvious today as ever before.
Nonetheless, today, we really seem to be at an inflection point. (Or do we hear that every year?) The current landscape is full of inspiring examples of how technology is changing the most fundamental aspects of how we keep track of our own health, how we approach diagnostics, treatment, and more. Earlier this month, Josh laid out six trends in healthtech that could have a big impact on medicine in 2012, and last week veteran Silicon Valley investor Vinod Khosla wrote an epic analysis of the significant role “Doctor Algorithm” could play in changing the literal and metaphorical face of healthcare. It’s pretty exciting, if not a little frightening….”
Read the rest of the Article Here
From Leena Rao at TechCrunch
“Booking platform for healthcare professionals ZocDoc has named former U.S. Senators Tom Daschle and Dr. Bill Frist to its advisory board.
ZocDoc, which launched at TechCrunch in 2007,automates a task that can be incredibly frustrating and time-consuming for consumers. ZocDoc allows users to book their doctor appointments online, even for same-day appointments.
Patients can see real-time availability of doctors in their area, confirm who accepts their insurance plan and read feedback and reviews of doctors from other patients.allows consumers to find and book appointments with doctors, dentists and other health professionals online. And the service is free for patients.
On the health care side of things, ZocDoc integrates with doctors’ calendars in real-time and helps taps into the hidden supply of medical providers’ availabilities, such as the 10 to 20 percent of medical appointments that are cancelled or rescheduled at the last-minute. Doctors pay $250 per month for ZocDoc.”
Read the rest of the Article Here…
With the start of 2012 we wanted to post a number of New Features we are working on that we’ll start to roll out next week:
Client Summary Page – Next week Radius Users will be able to offer a new Value Add to their clients when using Radius Lead Management + CRM. From the ‘Client View’ page, click on the ‘Client Access’ button and Radius will automatically create a ‘Client Summary Page’ which is only accessible via a Password protected login. Clients can access file the Agent of Record has Uploaded or click on links that the agent has added that the client may find valuable. Also listed will be their Carrier, Plan Name, Effective Date, Renewal Date and Policy Number.
Custom Reports – In February Radius Users will be able to build ‘Custom Reports’ under the Reports section from all of the data within their Radius Account. Need to know how many Leads are in ‘Lost’ Status so you can create a Responder Non Buyer call campaign, build the Custom Report.
Multiple Products – A long over due feature, Radius Users will be able to add multiple products within Radius to a single Lead or Client.
Lead Vendor Integration – Currently we are working on integration with Quote Wizard to automatically import leads from them. This feature will be released mid January.
Radius API – While we launched our API last December, the Radius API will allow for even further Third Party Application integrations.
User Interface – Additional User Experience enhancements including ‘Tab Browsing’ on Lead and Client View pages (similar to the Agent Recruitment Module) which allows for quicker access to data).
Dialer Integration – Using our API, we are looking into integrating with a dialer. More to come…
More features are in the pipeline, but we’ll update this post some time next week. Need a teaser for everyone to come back to the blog…
Happy New Year!
One of the best lines in Television Commercial History…Also one of the best campaigns in tv history.
From TechCrunch’s Rip Emerson:
“The latest healthtech research shows that the forecast is looking good for mobile health solutions, especially for those companies buying into mobile apps. ABI Research recently released a report which predicts that the sports and health mobile app market is on pace to hit $400 million in revenues by 2016. That’s up from $120 million in 2010, meaning the market could quadruple over the next four years.
ABI’s report projects that the majority of that $400 million will come from sports, fitness, and wellness apps, which have begun to see heavy adoption over the least year. The increase of available health data and the growing adoption of health-related apps is owed largely to the development of increasingly wearable, portable, and non-invasive devices and their sensors that can effectively measure and transmit biometric data.”
From our Friends over at TechCrunch:
HMS Buys Healthcare Services Company HealthDataInsights For $400 Million
“HMS Holdings has acquired technology-driven healthcare services company HealthDataInsights (HDI) for approximately $400 million.
According to the press release, the transaction is not contingent upon financing and is expected to close by year’s end, pending regulatory approvals.
HealthDataInsights investor GRP Partners owned a 30 percent stake in the company, blogs partner Mark Suster, who shares more details.
The $400 million HMS is paying for HealthDataInsights will consist of $384 million in cash, paid at closing, and approximately $16 million in consideration in the form of assumption of unvested options.
HDI’s technology ensures claims integrity and is capable of identifying – and recouping – improper payments for health plans and government payers. The company says it has reviewed more than $300 billion in paid claims in 2010 alone.
HDI is the exclusive Medicare Recovery Audit Contractor (RAC) in 17 states and three United States territories (CMS Region D), covering approximately 22 percent of all Medicare claims in the nation.
HDI is projected to contribute approximately $85 million of revenue to HMS in 2012. The company will become a wholly-owned HMS subsidiary and HDI founder and CEO Andrea Benko will join the HMS executive team.
HealthDataInsights employs approximately 400 people located in Las Vegas, Nevada, and facilities in California and Florida.”
From our friends at VegasInc.com
“Las Vegas is a city known for naughtiness, where showgirls walk around in lingerie and the company of women is advertised on handbills.
But even in this climate, a number of grocery stores have kept pints of a certain ice cream off their shelves for fear they may upset customers. The flavor in question: Ben & Jerry’s Schweddy Balls.
“While we do carry many of Ben & Jerry’s varieties, that one we decided to keep out of our mix,” Smith’s spokeswoman Marsha Gifford said. “It has been a decision for Kroger stores across the country. The company felt that from our customers’ perspective, it may be offensive.”
A Mississippi mothers’ group started an action campaign against the ice cream flavor when it was released, calling it “vulgar” and inappropriate for children. Organizers urged members to complain to Ben & Jerry’s about its choice of name and lobby grocery stores to keep the treat out of their freezers…” – entire article here
A little Refresher Course on the Saturday Night Live Skit as well
Today we are excited to announce a few new feature updates to Radius Lead Management + CRM Solution for Insurance Agents and Agencies, Lead Temperature Automation and Lead & Client Status Controls. A number of our Agents and Agencies asked and we listened when it came to giving them more configuration options to set up their Radius Account specific to their Agency needs. These two enhancements are the first in line of a list of items we are going to build out to put even more control over Account users to set up their Radius account as they see fit.
Lead Temperature Auotmation
Previously in Radius when a Lead was added, the temperature could be assigned manually (Hot, Warm, Cool or Cold). While defining Leads with a temperature is very handy when identifying the urgency at which a Lead needs to be worked, having to manually change it from Hot to Warm, Warm, to Cool and Cool to Cold can be time consuming. And we have always said that Radius should be where you spend your least amount of time on a daily basis, you need to be out there writing business, not wasting time in your CRM. Now Radius gives Agents the ability to set up Lead Temperature to change Automatically based upon their specific needs. If you consider a lead only ‘Hot’ for 7 Days, then underneath the Settings tab, configure away.
Example:
Hot = 7 Days
Warm = 14 Days
Cool = 30 Days
Cold = All Others
Lead & Client Status Types
With the Lead Temp Automation, we worked on rolling out Status Types for Leads & Clients that can be fully customized by the Agent for their specific Radius Account. While we built in Default Values, we suggest that you customize your Status Types based upon your specific business needs. Create Status Types such as ‘New, Contacted, Being Worked, Emailed, Called, Left Voicemail,’ for your Leads while creating status types for your Clients of ‘In-Force, Contracted, Application Submitted, Underwriting’. Status Types are displayed in multiple areas within Radius and can be sorted and searched by as well.
We know you will enjoy these updates as we have been using them in our own Radius account over the past few days and have found it them very valuable from a user experience.
By the way, did we mention that you can Send Email Campaigns, Drip Marketing Emails and Autoresponders by Status Type? Nice!
