LEADS. CLIENTS. AGENTS.
AGENCY MANAGEMENT
SYSTEM BUILT FOR YOU!

Start 15 Day Free Trial
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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.

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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.

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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.

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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

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
  • Work Flows
  • Assigned Tasks
  • Text Messaging
  • ScreenShare
  • Quote Engines

Marketing Automation

As soon as a Lead comes into Radius, Marketing Automation kicks in with an Auto Responder being sent, email Drip Campaign is trigger, text messages are sent and more with the click of a button.
  • Automated Workflows
  • Autoresponders
  • Email Marketing
  • Text Messaging
  • Monthly Newsletters
  • Send Directmail

Integrated VoIP

Built in Telephony solution allows insurance agents to call leads and clients directly from Radius. No additional software needed. Make and receive calls just like any Call Center.
  • Click-to-Call
  • Auto Preview Dialer
  • Call Recording
  • Call Queue Lists
  • Local & Toll Free Numbers
  • IVR & Call Groups

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
  • Built in Calendar
  • Tasks & Reminders
  • Email Dropbox
  • Text Message Users
  • Time Stamped Notes
  • Track History

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.
  • Coverage Types
  • Lead Temperature
  • Custom Form Fields
  • Open API
  • Third Party Apps
  • Agency Logo

INTEGRATED VOIP & CALL CENTER SOLUTION

Start 15 Day Free Trial

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)
 
 
  • 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
  • AGENT + VOIP
  • 1
  • 2,000/mo
  • 3,000 Minutes
  • 1,000 Minutes
  • $2/number/mo
  • $3/number/mo
  • 78 per month
  • Start Free Trial
  • CSR + VOIP
  • 2
  • 2,000/mo
  • 6,000 Minutes
  • 2,000 Minutes
  • $2/number/mo
  • $3/number/mo
  • 156 per month
  • Start Free Trial
  • BROKER + VOIP
  • 5
  • 2,000/mo
  • 12,000 Minutes
  • 3,000 Minutes
  • $2/number/mo
  • $3/number/mo
  • 369 per month
  • Start Free Trial
  • AGENCY + VOIP
  • 10
  • 2,000/mo
  • 24,000 Minutes
  • 4,000 Minutes
  • $2/number/mo
  • $3/number/mo
  • 732 per month
  • Start Free Trial

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...

Start Your Free Trial Now

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:

No Contracts! No Long Term Comittments! Your Radius subscription is paid on a monthly basis. Cancel at anytime (we hope you don't) with no cancellation fees.
Yes. From day one, Radius implemented industry standard policy and procedures to protect your data. Plus all plans include SSL Encryption & Strong Password Requirements.
Yes. Within your account under the Admin Settings two buttons allow you to export all your lead and client information whenever you want it. No Charge.
Radius currently accepts Visa, Mastercard, Discover and American Express. Once your information is in the system, billing is automated on a monthly basis. We'll send you an email prior to each months transaction and then we'll follow that up with a confirmation email which includes your reciept.
No, not at all...The only time you need to enter your Credit Card is before the Free Trial ends if you would like to activate your Radius Account.
Almost, there are only three features you cannot use during the Free Trial, Sending SMS/Text Messages & Emails and Click-to-Call Outbound Calls.
Yes. During your Free Trial you can import your data using our .CSV Template, Import Mapping Feature and Knowledge Based Articles on Importing. Once you become a Paid Subsciber, we'll work with your data file and account directly to make sure everything runs smoothly.
Two things; either you update your billig information and become a paid subscriber or you don't and your account is canceled automatically. It's that simple.

Guess Who's Using Radiusbob!

Insurance Agencies of all sizes, types, product lines, geographies and more are using radiusbob...

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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

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Radius helps us manage both our Individual Health Business and our Medicare Business in one system. Hundreds of agents working leads.

Continental Health Alliance

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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

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Our customized version of Radius keeps our Telemarkerters on point generating leads and our Agents on point for working those leads.

Senior Financial Group

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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

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