Convert, Manage & Grow Your Business with Radius!Hello Insurance Agents! Online Book of Business Management sounds too simple, but with Radius, that is exactly what it is...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 to manage your Book of Business. Plus it is web based. So whether you are working from home, the office or in a meeting, you can jump online and access your 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!
Lead Management
Where are your Leads?Never Lose a Lead again because of misplaced information, hard drive crash, corrupted spreadsheet or a tipped over file cabinet. Organize and Manage all of your Leads with Radius. Define leads by their Coverage Request, Closing Potential (Temperature), Assign Agent, Carrier, Product, Contact Information, Potential Commission and Renewal and other data elements for future reference. All New Leads entered into Radius are date and time stamped to allow for our 'No Touch' approach to be put into place. Radius tracks the number of days since you last made a note, edit or update to your Lead. 30 Days No Touch is too long for a lead to sit.
Client Management
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) solution from Radius. Use Radius to understand where you last left off with a Client by accessing customer notes and history features. View Renewal dates or upsale additional Products. Radius keeps track of a Clients Effect and Renewal Dates with automatic email reminders to let you know when a policy needs to be renewed. Don't miss out on revenue by forgetting a Renewal Date.
Track Commissions
What does your Revenue look like for Leads & Clients?Whether you sale P&C, Health, Life, Annuities, Commerical, Final Expense or any other products, let Radius Track your Commissions and Renewals by product, lead and client. Radius gives insurance agents the ability to create products can have varoius commission and renwal structures depeding on how you are paid. When a product is assigned to a Lead or Client, the commission and renewal is calculated and tracked. Plus, Radius goes beyond that allowing an 'Override' for each Lead and Client that gives the agent the ability to change the Commission and Renewal Values. 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.
Tag Cloud
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. 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.
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.
Manage Agents and Agencies
Create, Manage and Control the performance of your Agents and Agencies!Radius gives an Agency Owner the ability to create, manage and control their downline agents and agencies, while giving each of them limited access to Radius. Create Agency Types such as IMO, FMO, SGA, MGA GA, or LOA, each with a custom commission and renewal override structure at the product level. Give Agency Contacts the ability to create users, assign leads, manage clients all with controlled and limited access. The best part of the Agency Module is that no matter what commission or renewal structure, each user only views what pertains to them. Their Upline or Downline overrides are a mystery, but you as the Radius Account Owner can set up and view the payout all the way to the street level agent, seeing the commission for each specific lead.
Quote Engine Integration
Enter Lead. Quote Lead. Convert Lead.Radius now integrates with CompuLife Software Inc.'s Life Quote Engine. Since 1987, Compulife Software, Inc. has been a leader in life insurance comparisons for Insurance Agents. Their comparison software includes the rates of over 100 life insurance companies. Enter a New Lead into your Radius Account, click on the 'Run Quote' button with just a few clicks, you can save a quote to the Lead in .PDF Format under the Lead Notes section for future access. You must sign up for either the 30 Day Free Trial or the "Dare to Compare" Challenge (4 Free Months) at CompuLife's website to access the quote engine within your Radius Account. If you are already a CompuLife Subscriber all you need to do is just let us know and you'll be good to go.
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