Full Speed Ahead!
Public Beta is within reach. Over the past two weeks we have put a major dent into the Radius To Do List prior to our Public Beta Launch. We have a select number of features to build out prior to Beta but these Irish Eyes are smiling.
Feedback & Support
The feedback is pouring in and we are listening…
Here are the items YOU asked for and we are rolling out this week:
* Custom Form Fields – Customize the Lead & Client Form Fields for Coverage Type(s). We’ll get you started with our standard forms, you add or delete what you need to customize to your preferences for Lead Information. Height, Weight, Gender, DOB or Favorite Color, you control it.
* Norvax Integration – Using Norvax as your website Quote Engine? Now with Radius Norvax Integration new Leads will automatically be posted from Norvax’s Quote Engine into Radius. We’ll walk you through the set up, but boy does this eliminate the extra data entry.
* Tag Search – Tagging your Leads and Clients with unique key words allows for easy identification (Coverage, Referral, Carrier, Lead Source…) is already in Radius. But now you are one click away from viewing Leads and Clients by a specific Tag.
* Alphabet Search (Not Soup) – We know Agents have a large Book of Business (1000s of Leads and Clients) so we added in a nice little feature that will make searching by first letter of first name a snap. Click on the Letter and below displays Leads and Clients that fall under that letter.
* Import Tags and Custom Fields – We have expanded on the data from your existing Book of Business that can be imported into Radius. Now that Custom Fields are available, those fields can be created and then imported into Radius. Also the ability to import Tags has been added in.
* Assign Carrier – We understand that Agents may call product from different carriers by the same name. Now when a Lead or Client is created, select the Carrier Drop Down to Filter the Product Options to assign to Leads and Clients.
Coming VERY Soon:
* Export Leads & Clients – We want to be as Agent Friendly as possible and as you know there are NO contracts when signing up for Radius (month to month pay as you go). And if for some reason you have to go (we hope not) Agents can take their books with them. It is your Book of Business, not ours.
* Email Notifications – Receive email notifications when a Lead or Client is entered into Radius as well as when changes are made to Leads and Clients.
* Alerts – We are going to enhance Alerts to allow for an Agent to ‘Mark as Done’ which will show a completion but won’t delete the Alert until it is actually ‘Deleted’
* And much much more…
We appreciate everything and Please, contact us anytime at support@radiusbob.com for any questions, comments or help you may need.
