No, we are not talking about setting up the dialer to auto dial until the phone stops ringing and a prospect starts talking, we are atlking about meeting a need. Doubt we are the first but might be one of the few firms that are willing to pass on a client if our product can’t or won’t meet their needs. We would rather someone get what they need and want then hard sell them into buying our product that may only partially cover their wants and needs. Because in the end, that creates more frustration on both parties parts then anything else. The client feeling like they are not getting their money’s worth and us having to deal with an irate client. So when we ask “Are you really Working you Leads?”, are you doing what is best for them or for you?
We are 14 Total Tweets (@radiusbob) into Twitter, following 89 with 29 followers…Have noticed that a number of people we follow are either super users or using some type of Robo Tweet software that must tweet a Headline and URL based on configuration settings. Somehow we feel this seems to defeat the purpose of Twitter and in the end is just Spam. By no means are our Tweets anything Socrates would have thought or written, but we try to keep it interesting and at a minimum legitimate.
Granted we are a few weeks late, but we’ll be an early submission for this year. Here is a sneak peek (a trailer if you will) of the Radius Video Tutorial for adding a lead within Radius. We are currently building a library of video tutorials for all aspects of Radius to help users better understand the system. What is better then actually having a guided tour?
To yesterday’s post ‘UnSocial Media‘ we came across this article on Wall Street Journal Online (Need Subscription) which has a headline that reads:
Entrepreneurs Question Value of Social Media
‘Marketing via Facebook, Twitter Yields Results for Some, Others Say It’s Overrated; ‘Hype Right Now Exceeds the Reality’
Today is a first of firsts…The Bob Report has hit the mail stream!
22 Days left in OEP Selling Season for Medicare…Do you know where your leads are at?
Our blog is still very young, so we’ll approve the not so spammy spam comments. At least we know the spammers are finding and reading our blog, or their bots are.
“A parent’s only as good as their dumbest kid. If one wins a Nobel Prize but the other gets robbed by a hooker, you failed.” Following Justin (shitmydadsays) on Twitter. We’ll launch out Twitter page over the next few days, but we doubt we’ll be as insightful as Justin’s Father.
That’s right Jan Brady, Radius Launches Online Book of Business Management for Insurance Agents
Radiusbob.com gives insurance agents the ability to Manage Leads, Clients, Commissions, Renewals, Products and more…
Radius (www.RadiusBob.com), an “Online Book of Business Management” tool for Insurance Agents and Agencies with unique “web-based” and “real-time ” functionality, has launched its Beta Phase. Online Book of Business Management sounds too simple, but with Radius it is exactly that…simple. Insurance Agents need the ability to work their Leads, Manage Clients, Track Commissions, Market Prospects and Sell Products, which is what Radius does. Radius eliminates the need to use Excel, ACT, Outlook and Salesforce.com to manage your Book of Business. Plus it is accessible via the web. So whether you are working from home, the office or in a meeting, you can access your book to do business. The Bobs have been hard at work for the past six months and along with the help of our Alpha Agents (thank you, thank you, thank you), we are pushing out Radius to all agents and agencies for Beta.
Radius Features Include:
Lead Management – Organize and Prioritize leads by product request, temperature, assigned agent or coverage type.
Client Management – Manage Clients by tracking conversations, renewal dates, current products, documents and important notes.
Commission Reports – Manage Commissions and Renewals. Track existing, future and potential revenues with Radius real-time reporting.
Email Marketing – Send Emails to leads and clients marketing new products, plans or benefits.
Products – Manage and Promote the Plans and Carriers you offer Leads and Clients.
Popular Tagging – Group Leads, Prospects and Clients by tagging them with unique descriptive terms.
Alerts & Reminders – Birthdays, Appointments, Meetings, Calls, Grocery Lists or remind yourself to take a break. Create at will.
Custom Form Fields – Add, Edit or Remove Custom Form Fields for Leads and Clients. Go above and beyond basic contact info.
Multiple Agents – Manage your Downline Agents with multiple Books of Business.
And much much more….
There is NO CHARGE during Radius Beta and we will continue to roll out improvements and new features.
As we march down the path to Going Live our update emails will become more regular and specific to fixes, changes and enhancements. We appreciate every one’s help and feedback and ask that as you continue to use Radius keep the comments pouring in.
Also, please feel free to forward on to other agents you may know that will enjoy the Radius Experience in managing their Book of Business Online. For those who you think might want to join in Beta, have them sign up at www.radiusbob.com.
And Please, contact us anytime at support@radiusbob.com for any questions, concerns or help you may need.
