Category: Tips

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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 […]