Agency Management
System Built for You!
The only Lead, Client & Agent Management system your Insurance Agency will ever need.
Stop using multiple systems
to market leads and manage clients
Radius brings the lead, client and agent management process into one
system, one platform, one ecosystem. Cut through the noise, close out the multiple browser
windows and reduce your overall software spend.
Sales Automation
Marketing Automation
Integrated VoIP
Stay Organized
Customization
Sales Automation
While nothing should ever be a ‘set it and forget it’, Radius has come as close as you’ll ever want to be in having a software solution managing the heavy lifting. Leaving you and your team more time to write business.
- Lead Distribution Rules
- Assigned Tasks
- ScreenShare
- Work Flows
- Text Messaging
- Quote Engines
The only Lead, Client & Agent
software you’ll ever need.
Start a 15 Day Free Trial with any plan today, start seeing Radius’ value tomorrow.
Basic Plans
Agency Management Plans
Unlimited users? You Need Radius π!
Users | 1 | 2 | 5 | 10 |
Manage Leads & Clients | ||||
Automated Workflows | ||||
Commissions, Splits & Overrides | ||||
Send Text Messages | 2,000/mo | 2,000/mo | 2,000/mo | 2,000/mo |
Outbound Calls (Minutes) | 3,000/mo | 6,000/mo | 12,000/mo | 24,000/mo |
Screen Share | ||||
Call Recording | ||||
Recruit & Manage Agents | ||||
Lead Routing Rules | ||||
Inbound Calls (Minutes) | 1,000/mo | 2,000/mo | 3,000/mo | 4,000/mo |
Make and Receive
calls directly from the system
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…
Frequently Asked Questions
Can’t find an answer? Call us at 888-593-2021
Do we have to Sign a Contract?
Is our data safe?
Can we export our data at any time?
What are the Payment Options?
Is a Credit Card required for the 15-Day Free Trial?
Does the 15-Day Free Trial Include Everything?
Can you help with importing of our existing data?
What Happens after the 15-Day Free Trial?
Guess Who's Using Radiusbob!
Insurance Agencies of all sizes, types, product lines, geographies and more are using radiusbob…
Bachmeier, Gudis & Associates
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...
Continental Health Alliance
Radius helps us manage both our Individual Health Business and our Medicare Business in one system. Hundreds of agents working leads.
Green Leaf Insurance Services
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.
Continental Health Alliance
Radius helps us manage both our Individual Health Business and our Medicare Business in one system. Hundreds of agents working leads.