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.
Radius is now an AgencyBloc solution! Learn More
Sales Automation
- Lead Distribution Rules
- Assigned Tasks
- ScreenShare
- Work Flows
- Text Messaging
- 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
AgencyBloc’s Annual Conference, BlocBuilder, is coming soon! Join us in Phoenix, Arizona, in April 2025 for the opportunity to network with other health, senior, and benefits professionals and gain valuable knowledge from our industry-renowned speakers.
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.
Need a Plan with a Full Dialer that has Compliance Guidelines built in, Goal Setting, Executive Reports, Advanced Commissions, Document Sign and more? Then the Agency Management Plan (AMS) is for your agency. Check out the Basic Plans for introductory rates…you can upgrade at any time.
Users | 1 | 2 | 5 | 10 |
Manage Leads & Clients | ||||
Automated Workflows | ||||
Commissions & Overrides | ||||
Send Text Messages | 2,000/mo | 2,000/mo | 2,000/mo | 2,000/mo |
Unlimited File Storage | ||||
Share Your Screen | ||||
Track E&O & Licenses | ||||
Integrations | ||||
Custom Reporting | ||||
Email Marketing |
Streamline Your Entire Organization’s Efforts From Sales to Servicing & Back Again
Explore the Insurance-Specific Tools in AMS+
AMS+, an AgencyBloc solution, is an all-encompassing, industry-specific sales and servicing management solution designed to help your team be more efficient, increase sales, and improve client retention.
Manage your company’s leads, prospects, and clients all in one centralized location. Convert more prospects and turn the dial up on your sales team’s initiatives with insurance-specific sales enablement tools. Then, close the loop and improve client retention with dedicated customer and policy management tools designed for the health, benefits, and senior market insurance space.
Make and Receive
calls directly from the system
Frequently Asked Questions
Yes. Radius is committed to the security of our infrastructure and our users’ data. Every component of our infrastructure has been designed to give you the foundation to manage your account securely to meet your needs. Radius meets the requirements for HIPPA compliance. While Radius is not a Covered Entity as defined by HHS, Radius does contain requirements within the system that Covered Entities include such as: Unique User Identification, Emergency Access Procedure, Password Requirements (Minimums and Change Requirements), Encryption, Decryption and more.
Shared Security Model
Security is up to all of us, including you.
Security is a shared responsibility at Radius. We control the physical and virtual hosts and can offer a high level of physical and environmental security with both our compute and storage offerings. You’re responsible for making sure your Radius Account are securely configured and patched. By following best practices, you can build accounts to meet the exacting standards required by HIPAA, PCI-DSS, GDPR, and your customers.
Physical Security and Networking
Every Instance of Radius has extensive physical, environmental, and network capabilities in place:
Access to the data center floor is restricted to data center employees and authorized visitors.
Data Centers are staffed 24/7/365 with security guards and technicians.
All employees and visitors are identified using biometrics and state issued Ids before entering the facility.
HVAC and power have redundant systems, so if one goes out, the others keep our systems powered and within operating temperature.
Multiple Internet carriers using independent fiber connections to the data center floor.
Server Security
The servers themselves operate within Xen Virtualization, which ensures that each server has its own kernel and user space, which are fully separate from other servers.
Firewall to limit and block unwanted inbound traffic.
SSH key pair authentication connections are authenticated by matching the public key with the private key
Fail2Ban prevents dictionary attacks on servers. When Fail2Ban detects multiple failed login attempts from the same IP address, it creates temporary firewall rules that block traffic from the attacker’s IP address
2048-bit SSL Encryption (https://accountnamehere.radiusbob.com)
User Authentication
Account Level Admin controls to maintain organizational security requirements.
Unique Usernames and Passwords
User Password Requirements – Minimum Password Length, Maximum Password Age (Required Password Changes over X Days)
New Session Date and Time Stamped Per User
Two Factor Authentication Login through SMS (2FA)
Database and Data Storage
Daily, Weekly and Monthly Data off site backups
Encrypted Data in Motion
Encrypted Data at Rest
Server Logs at User Level.
HIPAA (U.S. Health Insurance Portability and Accountability Act):
Covered entities and their business associates subject to the U.S. Health Insurance Portability and Accountability Act (HIPAA) can maintain compliance using Radius as their Cloud Hosted Solution. While Radius provides the platform and does not generally engage in activities or functions that make it a HIPAA Covered Entity, the compliance responsibilities are handled by your organization. Specifically, a customer that subscribes to use a Radius Account has the exclusive authority and ability to manage all technical safeguards required by HIPAA with respect to its PHI, including access controls, audit controls, integrity, authentication and transmission security.
Recommendations
Radius recommends that you configure your account using the built in Security Measures.
For some guidance on how to harden your systems, start here:
Unique Username And Passwords
Set Required Minimum Password Characters to 8 Minimum
Set Password Update for every 90-120 Days for Users
Require Two Factor Authentication Upon Login for Users
Build Custom Fields using the Encrypted Option
Yes. You can do full exports of data, files and call recordings. Or you can refine your data needs with our Reports feature. You also have control over which agents have permission to download reports.
Credit Card payments only.
When you’re ready to activate your subscription, you will enter your credit card information in Account> Billing, along with your billing address.
No, in fact, please don’t enter your credit card until you’re ready to become an active subscriber!
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.
Everything…except the marketing features will not be turned on for spam/compliance purposes.
Once you’re an active subscriber, we can assist you with this on a client work session. We do not do the work for you however.
You activate your subscription! (or not!) You’ll get an email from us letting you know that your trial has been cancelled and you can make the choice to activate it or to let it expire.
If you activate your account, all work you did during the trial period will be there for you.