Radius just made Radius that much better with our redesign of the Lead & Client View Pages by adding ‘Tabs’. This enhancement create a much better user experience when working a Lead or Client within the system. New Tabs are ‘Notes, Information & Files’ with more to come in the very short future. To View a Lead or Client’s information before, a user had to click on ‘Edit’ which sent them to another page that was similar to the ‘Add Lead’ Page, but which left a lot to the imagination and a lot of back and forth. Radius Lead Managment & CRM rolled out this feature on Friday and no less then 5 minutes later we had Agent feedback pouring on, all positive of course. Create your 15 Day Free Now to experience what your competitor down the street is using to write more business (Radius :)
If you have any feedback, let us know!
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
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!
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.
Email Marketing Software.
Lead Management Software.
CRM Software.
Only Radius.
Just Right for Insurance Agents
Radius Lead Management + CRM built for Insurance Agents and Agencies has just launched our latest feature; Email Marketing. Send Email Campaigns to your Leads & Clients within Radius. No longer do you need a stand alone Email Marketing Software and a stand alone Lead Management + CRM software to market, Radius has both (and more)….Learn more
Send emails to Leads & Clients:
by Coverage Types.
by Carriers.
by Products.
by Tags.
by Lead Temperature.
Features Include:
Creating and Saving HTML Templates.
Target Leads and Clients within your Account.
Spam Compliance ‘Unsubscribe Link’.
Note added to Lead & Client with Date, Time & Template.
Personalization with Content Snippets
Awesome!
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!
If your call to Radius didn’t get through, went unanswered or haven’t been returned this post from our vendor (Grasshopper) says why. Honestly, we didn’t even know there was an issue but being in the Cloud based Business, we think their approach and apology is spot on. Apology accepted.
On Tuesday & Wednesday Grasshopper experienced a major outage unlike anything we’ve experienced since launching 8 years ago. For details please read the full explanation below. In short, we had major hardware failure and our disaster recovery systems that we’ve spent millions of dollars on did not work as designed.
Although outages are inevitable with any tech provider, an outage of this magnitude is simply unacceptable and we are very sorry it happened – we know how important your phone is to your business. We want you to know that we take this outage very seriously and are very disappointed that it not only happened in the first place, but it took significantly longer than expected to resolve.
Now that all services have been restored, our team is focused on making sure this does not happen again.
Here’s what we are working on first:
1. increasing investment in our disaster recovery systems to prevent experiencing this type of failure again
2. enhancements to our network operations procedures
3. a notification system to immediately communicate any service-affecting issues so you can prepare your business and customers
4. a fail-over feature so your customers can still reach someone in case of any downtime
To those of you who reached out to us upset, you had every right to and we understand your frustration. To those of you who were supportive during the outage, please accept our sincerest thanks. We’re amazed and honored to have such great and loyal customers.
We’re happy to answer any questions you have. You can reply to this email, call us, or reach out to us on Twitter.You can also reach our support team 24/7 at 800-279-1455 or at support@grasshopper.com.
Sincerely,
Siamak & David
________________
Siamak Taghaddos
Co-founder & CEO
617-395-5700 x708
Twitter: @Siamak
David Hauser
Co-founder
617-395-5700 x701
Twitter: @DH
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
Radius (Lead Management + CRM) rolled out a nice little feature this morning with ‘Custom Field Search’. As you know, Radius is completely customizable in many ways, one being the data form fields that can be added, edited or deleted in any account. Now you can search by those fields under the Lead List and Client List pages. Search for DOB, County, Height, Weight, Company Name, Current Carrier and much much more. Custom Field Search is just one more reason to use Radius to manage your insurance book of business.
Today Radius (Lead Management + CRM) launches the new ‘Independent Plan’ for Insurance Agents looking for both a Lead Management and CRM solution for the book of business. For only $15 / Month with, No Contracts, No Sign Up Fees, No Cancellation Fees and a Free 15 Day Trial, there is no other comparable plan or service with these types of features out there for Insurance Agents. Work Leads, Manage Clients, Track Commissions, stay on top of Renewals, Store Documents online, Import Leads, Tasks & Reminders, Email Dropbox and a ton more features is a great way to get started with Radius.
As a web-based solution, Radius is accessible from any computer that has an internet connection. Plus you can access your account via any mobile device or touch pad solution. With all Radius plans, we offer Free Training, Free Support (Email, Web and Phone) and we’ll help you import your existing book of business for Free.
Create your Account Today and get started with Radius
