CUSTOMERS
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Simple Senior Benefits
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.
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LowCostMedigap.com
We have a large geographic footprint in Flordia and leave no lead unattended. Radius gives us the ability to make sure we are 'working' every lead we come across to get to the ultimate goal of converting them to clients as fast as possible.
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Diversified Insurance Services
As a P&C Agency in Texas, Radius meets our needs as an Agency Management System. Multiple Agents / Users, Importing Leads, Managing Clients and Drip Marketing helps us get the job done. We save time & money by using Radius.
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Southeast Insurance Services
Radius is integrated with the quote engine on our website. A prospect completes the quote from, lead information is captured and sent to our Radius account. Radius sends out the Auto Responder based upon the Tag which is then followed up by the email marketing drip campaign which we configured within Radius. Talk about automation.
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Sentry Financial & Insurance
In the 25 years we have been in business, Radius is the only program that has allowed us to mine our existing book of business to renew the life insurance policies of our existing clients. Searching for 10, 20 or 30 Year Term policies that need to be renewed is very easy.
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Silverfalls Insurance Services
We switched over from Zoho as we needed a solution built specifically for the Insurance Industry. Commissions & Renewals is how we make money, tracking them is very important in making sure we are gettign paid. Radius helps us stay on top of what we are owed.
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Medicare Supplement Brokers
We focus soley on Medicare Supplments and Radius gives us the ability to add Carriers and Products while tracking commisions at the Lead and Agent Level. Setting up commissions with tier years is unique to our business and Radius gives us the ability to do that.
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Life Insurance Agent Assoc.
There are many choices of CRM programs that an agent can choose. Radius is flexible enough to allow for a completely turnkey solution but is easily customizable to an agents needs. A number of ILIAA members are currently either using Radius or taking advantage of a free trial. We're very happy to suggest this program as an excellent option for our members.
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Johnson Financial Group
The Radius Support Team worked with our agency to integrate over 12 Quote Forms on our website with our Radius Account. They had us up and running in a short amount of time and even worked with our web developer.