Hello Insurance Agencies!Radius has launched the Agency Management Module as part of our multi-agent subscription plans, the easiest way online to manage your contracted agents and agencies. Signing up for Radius is easy with our streamlined sign up process. And when you chose one of our multi-agent plans, you'll be up and running within 60 Seconds. Plus it is web based. So if your agents work from home, the office or in mulitple locations, they can jump online and access their book to do business. Check out the rest of the Radius Tour to see how it works. Then Create your Radius Free 30 Day Trial. No software to download. No Contracts. No Sign Up Fees. No Cancellation Fees. Pay as you Go!
Agency Management
Multiple Agencies Multiple Levels with Multiple Contracts?No matter the number of agencies, levels or contracts you offer, Radius can be manage to the exact structure of your downline. IMO, FMO, SGA, GA, MGA, LOA or just a few contracted agents, with Radius, your hierarchy and contract levels can be configured. Set overrides at the agency, product or agent level. Distribute, manage & track leads and clients at the agency or agent level. Give Customer Service Representatives (CSRs) access to maintain clients. The best part is that you have complete control and can view all Leads & Clients within the system as the Agency Owner.
Manage Your Downline
Multiple Agents in Multiple Locations?Your covered with Radius. Assign agents to specific agencies. Assign leads to those agents whom receive email notifications within seconds. Make sure agents are working the provided leads. Track agents progress through lead notes, set tasks, follow up dates and more. Radius is so simple, even for agents who say they "don't do computers.". With access from Mobile Devices, Agents can work leads and service clients while on the go. Log into Radius from your phone's browser to see new leads, add notes to a client, search for a phone number or set a tasks.
Agent Recruitment
Need to Track Agent Recruitment?Your covered with Radius. Agencies need feet on the street and producers whom are writing business. Marketing to these agents, tracking your notes and conversations, their readiness to sell and more can be done in Radius. Send email marketing campaigns to potential agents using Radius. Sort agents by Tags, assign yourself tasks on when to contact them next. Keep track of their Licensing, Certification and Contracts with Radius. Also use Radius' Document Storage to house their original signature contracts, E & O certificates and more. Convert Leads, Manage Clients and now Recruit Agents with Radius.
Track Commissions
Sell Multiple Products with Multiple Agencies & Agents?No worries, Radius allows for commissions and renewals to be set at the product level by agent by agency. Agent Joe Smith is contracted at 50% of Premium for Medicare Supplement products while paid a Flate Fee of $200 for Medicare Advantage, Radius allows for both of those commissions plans to be configured. At the same time, Agent Joe Smith's upline Agency can have it's own contracted rate with your agency for both of these products that Radius can manage as well. At the Lead and Client level, Radius displays either a 'Potential Commission' or 'Potential Renewal' values. On the Reports section, Commissions and Renewals are calculated by Coverage Type, Temperature, Product and Agent. Radius gives you the data to understand revenues that are being generated by your book of business.
Tasks & Important Dates
Forgetting what needs to be done on a Daily Basis?Forgetting Important Dates? Stay ahead of the game with Important Date Reminders about upcoming renewals and commissions, lead follow ups, client birthdays or upcoming trainings. Have a To-Do List? Use Radius to create Tasks for yourself, assign to other agents or any others within Radius. Categorize by Phone Call, Meeting, Email, Fax, Documents or many others that are already built into Radius. The best part about Important Dates and Tasks are that an automatic email is sent out by Radius the day before, the day of and the day after an Important Date or Task is due.
User Permissions & Settings
Need Greater Control over your Leads & Clients?Get full control with Radius. The Agency Module gives you the flexibility to configure the number of agents per agency and agency admins to oversee those agents. Each agency can not see their upline agency's overrides, leads or clients. Basically each agency has their own private version of Radius, but at the same time, you can view, edit, add or delete agencies, leads and clients. Then use your Tag Cloud to your advantage to search, mine and filter your book of business to get to the bottom line of where your revenue comes from. Tagging Leads and Clients gives agents the ability to seperate your book of business to finite details. Visually the Tag Cloud shows tags based upon popularity by the size of the font, then with the click of the mouse Leads and Clients assigned with that tag are displayed for your review.
Carriers & Products
How many Products do You Sell?Actually it doesn't matter how many you sell, Radius will keep track of all of them by managing both the Insurance Plans and Carriers you sell. Radius gives you the ability to create products, carriers, commissions and renewal payments to understand your revenue stream. Carriers and Products can be assigned to individual Leads and Clients which help agents not only place the right product with the right coverage request, but are one piece to the puzzle in managing their book of business. Each product can have a unique commission structure such as Flat Fee, Variable Percent of Premium, Standard Percentage of Premium or Commissionable Premium. If you sell MedicareSupplement, then use Standard Percentage of Premium which gives you Tier years and percentage for those years. If you sell Property & Casualty, use Commissionable Premium which allows you to set the Premium, Commissionable Premium, then Percentage of Premium. Only Radius gives Insurance Agents the ability to customize their Commissions and Renewals to this level of detail.
Customize
Need Flexability?Customize your Radius Account as much as you need. Add, Edit or Remove Custom Data Fields for Lead and Client information. Go above and beyond basic contact info such as Height, Weight, DOB and More... Each Radius Account includes Pre-Built Coverage Type forms for Health, Life, Annuities, Auto, Group Health, Final Expense and Supplment. Each form contains industry standard data fields which can be edited, deleted or added to. Thereby giving each Radius user the ability to customize to their exact need.
Reports
Put your marketing dollars toward only the most effective channels.Understand existing, future and potential Commissions and Renewals with Radius. No Touch Reports to understand how often Leads are been touched. Renewal Reports for Client policies and Renewal commission. The Agent Productivity Report provides a great understanding of agent's performance and activity Commission and Renewal Reports include dynamic pie charts by Coverage Type, Product, Temperature and Agent. No Touch Report defines each Lead and Client by a set of days (0, 3, 7, 30, 60 & 90) since the last time an Lead or Client was accessed within their Radius Account. The Lead Conversion Report tells the exact number of days Leads are being converted to Clients.
Email Marketing Campaigns
Need Mass Email Marketing abilities within your CRM?Email market to your Leads & Clients within Radius. Send custom HTML Emails with Logos, Colors, Links, Images and more within Radius' easy to use Email Marketing Module. Send emails to Leads or Clients based upon Coverage Type, Carrier, Products, Tags and Temperature. No longer do you need a stand alone Email Marketing Software and a Lead Management + CRM software to market, Radius has both (and more). Send emails to Leads about a new product offering one of your Carriers just announced. Send an email to Clients about the upcoming open enrollment period. Upsale your Medicare Supplement clients with a Final Expense Product. Send your Auto only Clients a note on how much they can save witha a Home Owners Policy from you as well. The possibilities are endless and so are the amount of emails you can send each month. SPAM Policy: Free Trial Accounts can only preview the Email Marketing Module. Only Paid Subscribers can sent mass emails. Each sent email automatically inlcudes and 'unsubscribe' link.
Drip Marketing & Auto Responders
Need Help Automating Your Marketing to New Leads and Existing Clients?Radius includes both customizable Auto Responders and Drip Marketing abiliites. Define multiple email interactions with every new lead that is put into Radius. New Lead in your account, send preformatted email within minutes. Second, third and fourth touch email reminders and follows, done automatically by Radius. Build HTML Emails with content snippets to customize emails for different types of leads. Build a Quote Form Auto Responder, Follow Up Template, Renewal Policy Reminder Email and anything else needed to reach out to leads and clients via email. Bcc yourself on every email so you know what is going out and when. Emails not only go out to Leads and Clients, but Agents recieve a 'New Lead' email for every new lead into Radius that is assigned to them. Information includes Lead Contact Info, Coverage Type, Carrier, Product, Potential Commission and Renewal and much much more.
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