Category: Tips

Our awesome and creative work

NAHU DISCUSSES MEDICARE FINAL RULE WITH CMS “We have received many questions recently regarding the Medicare final rule that requires agents to record telephonic conversations with beneficiaries beginning October 1. Today, NAHU spoke with CMS officials from the Division of Surveillance, Compliance & Marketing to gain further insight into the scope of the final rule’s requirements […]

Some of our clients use outside telemarketing companies and push vetted leads into Radius. If you’re using a 3rd party telemarketer, you won’t want them to have access to your database. You can use Web Forms to allow data from a 3rd party to be pushed in while keeping your database secure. Alternatively, you can […]

You can send Mass Emails to Clients with a specific Carrier to send them the updated plan information for 2019. 1) Upload the Carrier Documents in Settings> Carriers> Edit the Carrier> Go to the Documents tab and upload the file. Choose at least Email as an option of where to view that document. TUTORIAL 2) Go […]

Open Enrollment is upon us! Radiusbob.com can do so much to help you with it that it may seem overwhelming. So we’ve come up with a Featured Features Tip of the Day. Follow us on Twitter or Facebook to learn more about Radius’s potential. Topics will include: Emailing existing clients with Carrier Specific 2019 plan documentation Marketing to Age […]