We're just as Excited as You are about Radius
Manage New Leads, Existing Clients and Future Commissions with just the click of your mouse.
What is Radius? Take the Tour to learn more!
Online Book of Business Management sounds too simple, but with Radius it is exactly that...simple. Insurance Agents need the ability to work their leads, manage clients, track commissions, market prospects and sell products, which is what Radius does. Radius eliminates the need to use Excel, ACT, Outlook and Salesforce.com to manage your Book of Business.

Plus it is accessible via the web. So whether you are working from home, the office or in a meeting, you can access your book to do business.
Where are your Leads?
Never lose a lead again because of "No Touch". Organize and Manage Leads with Radius. Define leads by their closing potential with Lead Temperature or add conversations and notes to a lead for future reference.

Radius Lead Management will ultimately increase your Close Rate thereby increasing your Commission Rate.
Lead Management
Radius | Online Book of Business Management
Keeping an Eye on Revenue?
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.
Reporting Tools
Building Relationships with Clients?
Communication is Key. Client Conversations, Notes, Coverage Types, Policies, Documents, Renewal Dates and Tasks give Agents a fully functional Customer Relationship Management (CRM) Software. Use Radius to understand where an agent last left of with a Client by accessing customer notes and history features. View Renewal dates or Up sale additional Products.
Customer Management
What Works Best?
Group your Leads, Prospects and Clients by tagging them with unique identifiers. How many Leads need Health Insurance? Auto Insurance? On a Specific Carrier? Generated by Referrals? Use Popular Tags to define multiple aspects of your Book of Business.
Popular Tags
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.
Email Marketing
How many Products do You Sell?
Manage 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. Radius Users know the value of each Lead and Client.
Product Offerings
What is Your Downline Doing?
Radius allows a real time look into what All Agents are working on, which leads they are working and how often they are working their leads. Touches, Conversations and Changes are all tracked in Radius giving you the best understanding of what is going on at your agency.
Agent Management
Managing your Day to Day?
Set Tasks for your next phone call, in home appointment, meeting or client need. Reminders are a good thing, setting one for a Client's Birthday or a Lead's follow up, Radius keeps you on Task.
Tasks
Need Flexability?
Add, Edit or Remove Custom Data Fields for Leads and Client information. Go above and beyond basic contact info such as Height, Weight, DOB and More...
Custom Form Fields
Want to Capture Leads From you Website?
Integrate the Radius Lead Generation Web Page into your website to capture Lead Information directly into your Radius Dashboard...
Lead Generation Web Page
We covered a lot of features there,
but not all of them.
Create your account now to understand the full Radius experience.
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