Never Lose a Lead or Client again because of misplaced information, hard drive crash, corrupted spreadsheet or a tipped over file cabinet. Organize and Manage all of your Leads & Clients with Radius.

Convert Leads
Work Leads using Notes, Reminders, Drip Marketing and other features to write new policies.

Manage Clients
After converting Lead to a Client, set Renewal Date and other reminders to reach out to clients year round.

Track Commissions
Define commission & renewal structures for each product you sell then assign to each leads & clients.

Client Summary Page
Give your clients a unique password protected page they can access to view policy information.

An All-In-One Solution for your Agency. No need for a seperate email marketing software, use Radius to email market to leads & clients to close, follow up or upsale leads & clients.

Email Marketing
Send Custom HTML Email marketing campaigns to leads or clients to write new or additional policies.

Drip Marketing
Create automated emails to touch leads multiple times once they are in your account.

Auto Responders
Send an email to a lead instantly after they are imported into Radius from your website or lead vendor.

Lead Capture Webpage
Every Radius Account comes with HTML Code import leads automatically from your website.

Every Radius Lead & Client has its own history, reminders & tasks, notes, information, and file storage. Also using the Radius Dropbox helps keep your organized by lead or client by automatically importing emails.

Import Email Conversations
Radius Dropbox imports emails that are being sent from and to you by leads & clients.

Set Tasks & Reminders
Keep your To Do List in order with Radius. Receive daily emails of what is due today, tomorrow or this week.

Effective & Renewal Dates
Use Radius to set effective & renewal dates for all your clients. Radius sends email reminders when renewal is up.

Attach Documents
Upload files & documents to Leads & Clients.

Integrate Radius with how you do Business. Configuring Radius to your needs is one of best features. Define Custom Form Fields, Lead Temperatures, Client Status and more. Ingrate Radius with your website, quote engine, lead vendor or other third party applications.

Custom Form Fields
Add, Edit or Delete Data Fields you would like to collect for leads & clients.

Import Leads
Import Leads from over 20 Internet Vendors. Import Lead, Send Auto Responder & start Drip Marketing automatically.

Define Sales Process
Coverage Types, Lead Temperature Settings, Leaad & Client Status Options, Tags,

Radius API
Integrate with Third Party Applications (Quote Engines, Lead Vendors, etc) using the Radius API.