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
We are Happy to announce the New Radius Free Plan
Features in The Free Plan:
Import & Manage Leads (Notes, Info, Products, Tasks)
CRM for your Clients (Renewal Dates, Reminders & More).
Track Commissions & Renewals
Reporting Tools
Create & Manage Carriers and Products.
Document Storage
Email Dropbox to
Free is Good, Free Radius is Better.
Just downloaded FastCustomer and will start to play around with it. But what a great idea and tool for Insurance Agents on so many levels. Great tool to tell Clients and Prospects about if they are need to call Carrier Customer Service or maybe Agents can use to call Carrier Agent help lines (but may not be available). Either way in both personal and professional lives, this can be very handy.
Notice in the demo whom is the first company shown? Hint: Anthem
TechCrunch.com Editor’s note: This guest post was written by Dave Chase, the CEO of Avado.com, a health technology company that was a TechCrunch Disrupt finalist. Previously he was a management consultant for Accenture’s healthcare practice and was the founder of Microsoft’s Health business. You can follow him on Twitter @chasedave.
“Historically, in the U.S. Healthcare system, a primary way to differentiate oneself as a healthcare provider has been to have impressive physical assets such as newly built clinics/hospitals/wings and medical equipment. This is logical when the legacy reimbursement model has incentivized activity (procedures, tests, prescriptions) instead of positive health outcomes. Anything that can be done that will create more activity creates more billing opportunities.
However, the DIY Health Reform movement has recognized the flawed fee-for-service reimbursement model has been responsible for healthcare’s hyperinflation. Some of the most interesting healthcare provider startups such as MedLion, National Surgery Network and One Medical Group are using IT rather than expensive equipment/facilities to differentiate themselves and affordably deliver superior health outcomes.
With one third of the workforce being permanent freelancers, contractors, consultants and entrepreneurs, individuals are compelled to directly buy healthcare rather than rely on their employer as they have in the past. The percentage of people directly buying their own healthcare will approach 50% as more employers opt out of providing health benefits as they get priced out (most have already reduced the percentage of the health premium they cover). Thus, consumerism is beginning to pervade healthcare like never before.”
This last paragraph was most interesting as it pertains to Agencies and Agents as with more shoppers means more need for help from Agents. Granted one would think that those selling Group Health would be first in line if an Employer is going to drop coverage from a group perspective and let their employees search out individual. But those Agencies and Agents whom are selling soley Individual Health, there might be an opportunity to grow a book of business.
Read the entire Article at TechCrunch..
Radius is excited to announce that Agents & Agencies can now import leads from their HealthPlanOne account. Using the Radius Dropbox technology all agents need to do is add their dropbox address to their HealthPlanOne profile and the leads will start to import automatically.
As always, we like to break it down into a real world scenario:
HealthPlanOne Sends Lead > Imports into Radius Account > Agent receives ‘New Lead Email’ > Auto Responder sent to Lead > Drip Marketing Campaign Starts > Work the lead in Radius
P.S. We are working on integrating with a number of quote engines and we are looking to integrate with HealthPlanOne’s Quick Quote Tool for our Medicare Agents & Agencies. More to come very soon!
Radius Lead Management + CRM for Insurance Agents just launched a complete redesign of task management within Radius. While we have always thought Tasks & Reminders worked in it’s former life, it just seemed a bit cumbersome, clunky and definetly user friendly. Since we use Radius every day, we knew we had to take the time to rehash how Agents interacted with Tasks & Reminders.
All Changes:
1. Quick Add Task
2. Edit Task
3. Calendar Date Selector
4. Assign Time to Task
5. Combined Task & Reminders
6. Add Bar Task Lightview
7. Search and Filter Tasks & Reminders by Date, Task or Reminder, Category and Agents
New Friend to the Quicks – Quick Add Task
Quick Note and Quick Edit from the Dashboard, Lead and Client list now have a new friend in the Quick Add Task, located right next to Quick Edit. We reduced the amount of clicks from 4 to 1 to add a task or reminder to any lead or client. This might be the best part about the entire redesign, granted the addition of Edit and Assign Time is welcomed, it is the quick access to creation of a task that wins hands down. The Add Bar was modified as well with the add task lightview box which reduced the clicks and overall experience.
Edit, Calendar Selector and Time Option
Tasks and Reminders are now editable which makes life so much easier then before. Create a Task and if something changes, edit it don’t delete and recreate. We also added a Calendar to chose Day, Month and Year to assign to your task. Visual more appealing and a better overall experience. Finally, assigning a Time to a Task was a big request from our agents, so we made sure to drop it in there.
Search & Filter Tasks and Reminders
The biggest and best part about the redesigned task & reminders rollout is the Search & Filter Tasks option. This is just the icing on the cake when it comes to managing tasks. Being able to sort by Upcoming or Completed, Tasks or Reminder, Category Type or Agent is amazing. Being able to filter by all for is unbelievable.
Filter search could look like this:
Display Upcoming Tasks in Meetings for Agent Smith or Display Upcoming Reminders in Renewal Dates for All Agents
Independent Life Insurance Agents’ Association Agent Webinars (www.iliaa.org)The webinar schedule for the week of February 28th, 2011 is as follows. Please note that all times listed are Eastern.
Tuesday, March 29th 3:30 PM: Case Study – Followups
Wednesday, March 30th 3:00 PM: Getting Started on a Budget
Thursday, March 31st 2:00 PM: The Thirty Day Agent Launch Plan
Remember: ILIAA Members receive a discount to their Radius (Lead Management + CRM) Account as a member discount.
Ok, with the latest Radius (Lead Management + CRM) Video Tutorial, we may now have enough left over from the cutting room floor for a blooper reel. The Drip Marketing tutorial took a number of ‘takes’ to get this video posted.
From the folks at TechCrunch (one of our guilty pleasures) a video on Jack Dorsey’s (Square & Twitter Founder) on what the they are doing to make their company and products focused.
Just a good point of view to apply to your own agency or even if you are an individual agent.
Simple Senior Benefits uses Radius as “the perfect solution” to manage their Downline Agencies & Agents
Brian Doyle of Simple Senior Benefits in Rochester, NY explains how their Agency and Agents use Radius.
We have agents across the country
With Agents across the Eastern United States, Simple Senior Benefits needed to distribute leads, maintain clients, track commissions & renewals, and manage it real time online. Gone are the days of an insurance agency full of filing cabinets and rolodexes, we needed to make technology our friend while having an edge on the competition.
We needed a solution that wouldn’t overwhelm our agents.
An agent’s time is valuable, it shouldn’t be spent learning cumbersome software hours at a time. Agents need the ability to work leads and service clients on a daily basis without losing precious time stuck in front of the computer.
Help us distribute and maintain leads on our own.
The answer turned out to be Radius. We now manage thousands of Leads and Client with Radius — each one “assigned” to an Agent or Agency. It only took a couple of hours of Radius training…even for agents who initially said that they “don’t do computers.”
Our agents are using Radius too.
Every Agent contracted with us manages their leads and clients through our Radius Account. Using the IMO Subscription Plan (50 Agents), our staff and vendors on a daily basis import and assign leads to agents in the field to be worked instantly. Internally we can see what is happening in the account across all agencies and agents in real time. Agents post Notes, Tasks, Follow Ups, Documents while assigning Carriers and Products to all leads and clients. It is amazing, and we believe it is a competitive advantage in the insurance marketplace.
Learn More about Radius Agency Management
