AUTOMATE YOUR
INSURANCE AGENCY
IN 5 MINUTES
Integrates with these Third Party Applications
SALES AUTOMATION
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.
MARKETING AUTOMATION
An all-in-one Solution for your Agency. No need for a separate email marketing software, use Radius to send Auto Responders, Drip Marketing, Mass Emails & SMS/Text Messages.
STAY ORGANIZED
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 automatically importing emails.
CUSTOMIZATION
Integrate Radius with how you do Business. Define Custom Form Fields, Lead Temperatures, Client Status and more. Ingrate Radius with your website, quote engine, lead vendor or third party app.
Sales Automation
- Lead Distribution Rules
- Work Flows
- Assigned Tasks
- Text Messaging
- ScreenShare
- Quote Engines
Marketing Automation
- Automated Workflows
- Autoresponders
- Email Marketing
- Text Messaging
- Monthly Newsletters
- Send Directmail
Integrated VoIP
- Click-to-Call
- Auto Preview Dialer
- Call Recording
- Call Queue Lists
- Local & Toll Free Numbers
- IVR & Call Groups
Stay Organized
- Built in Calendar
- Tasks & Reminders
- Email Dropbox
- Text Message Users
- Time Stamped Notes
- Track History
Customization
- Coverage Types
- Lead Temperature
- Custom Form Fields
- Open API
- Third Party Apps
- Agency Logo
Radius has everything your agency needs to Make and Receive calls directly from the system, without having to use another phone provider. Click-to-Call, Auto Preview Dialer, Local & Toll Free Numbers, Voicemail to Email, IVR, Call Routing, Call Groups, SMS/Text Messaging and more...
The only Lead Management & CRM software you’ll ever need.
Start a 15 day free trial with any plan today, start seeing Radiusbob’s value tomorrow.
- Users
- Unlimited Leads & Clients
- Email Marketing
- Commissions & Overrides
- Send Text Messages
- Unlimited File Storage
- Share Your Screen
- Track E&O & Licenses
- Agent Recruitment
- Lead Distribution
- Click-to-Call (2,000 Minutes)
- Need 20 users? FMO Plan - Free Trial
- Need 50 users? IMO Plan - Free Trial
- Unlimited users? You Need Radius π!
- AGENT
- 1
- 2,000/mo
- 34 per month
- CSR
- 2
- 2,000/mo
- 68 per month
- BROKER
- 5
- 2,000/mo
- 149 per month
- AGENCY
- 10
- 2,000/mo
- 292 per month
- Users
- All Features on Leads + Clients
- Click-to-Call Dialer
- Preview Auto Dialer
- IVR & Call Groups
- Call Recording
- Voicemail to Email
- Send Text Messages
- Outbound Minutes:
- Inbound Minutes:
- Local Numbers
- Toll Free Numbers
- Need 20 users? FMO + VoIP Plan
- Need 50 users? IMO + VoIP Plan
- Unlimited users? You Need Radius π!
- AGENT + VOIP
- 1
- 2,000/mo
- 3,000 Minutes
- 1,000 Minutes
- $2/number/mo
- $3/number/mo
- 78 per month
- CSR + VOIP
- 2
- 2,000/mo
- 6,000 Minutes
- 2,000 Minutes
- $2/number/mo
- $3/number/mo
- 156 per month
- BROKER + VOIP
- 5
- 2,000/mo
- 12,000 Minutes
- 3,000 Minutes
- $2/number/mo
- $3/number/mo
- 369 per month
- AGENCY + VOIP
- 10
- 2,000/mo
- 24,000 Minutes
- 4,000 Minutes
- $2/number/mo
- $3/number/mo
- 732 per month
Import Directly into radiusbob from these Lead Vendors
Common questions. Consistent answers
Can't find an answer? Call us at 888-593-2021
The answer is “YES”!
- Is radiusbob cloud based?
- Is radiusbob for insurance agents?
- Is radiusbob affordable?
- Is radiusbob good for small, medium & large sized agencies?
- Is radiusbob support included in the price?
- Does radiusbob track commissions & renewals?
- Does radiusbob track effective & renewal dates?
- Does radiusbob have a calendar?
- Does radiusbob help me with tasks & reminders?
- Does radiusbob include drip marketing, auto responders & email markeing?
- Can radiusbob store documents?
- Can radiusbob import leads?
- Can radiusbob auto assign leads to agents?
- Can radiusbob manage my leads & clients?
- Can radiusbob downgrade, upgrade or cancel at any time?
- Will radiusbob work on a mac?
- Will radiusbob integrate with my website?
- Will radiusbob store documents for our agents?
- Will radiusbob send text messages?
- Will radiusbob send me email reminders?
- Will radiusbob import from lead vendors?
Frequently Asked Questions:
Guess Who's Using Radiusbob!
Insurance Agencies of all sizes, types, product lines, geographies and more are using radiusbob...
With a few hundred agents, Radius has allow us to go from spreadsheets and printed papers, to managing our leads and clients in the cloud...
Bachmeier, Gudis & Associates
Radius helps us manage both our Individual Health Business and our Medicare Business in one system. Hundreds of agents working leads.
Continental Health Alliance
We customized Radius to help us manage a large book of business making sure no client renewals were missed and commissions lost for our agency.
Green Leaf Insurance Services
Our customized version of Radius keeps our Telemarkerters on point generating leads and our Agents on point for working those leads.
Senior Financial Group
MedicareCompare is where our agents live on a daily basis. Marketing money spend on generated leads never go to waste with Radius.
RBI Insurance Group