Our Great Partners over at Cheddar wrote a great Blog Post on Radius… Case Study: How Radius Bootstrapped their way to Insurance Industry CRM Leader
We have added a New Feature to Radius that allows for Custom Tabs to be created on the Lead and Client Profile Pages with Custom Form Fields. This will allow Insurance Agents to build Unique Views and Data Collection Points for the Leads and Clients they manage within their Radius Account.
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Radius allows for direct text messaging to leads & clients through manual text and through Automated Workflows. Mass text messages are not allowed per state and federal regulations, so we’ve built one-to-one relationships only. Send directly to leads or clients in their File. Note that the cell # must be in their Cell field. Due […]
Radius has several reports that are pre-built, as well as Custom Reports & Saved Reports. See screenshots below, but check out details in this tutorial VIDEO. When you create saved & custom reports, you’ll be able to create bulk updates. Say you need to update the Status of a recent import file in bulk or […]
Do you insurance that’s specific to certain age ranges? We’ve covered using Date Triggered Marketing to reach out to people turning 65 in our recent Featured Features on Facebook & Twitter. But did you know that we also have Mass Emails with Date Ranges? Ideas for using this feature: *People turning 26 that need individual […]