- 115
ok, how much? F$#@# puppy close hasent woked for years , what is the cost on this bad boy?
Radius | Online Book of Business Management is Live!
- Thread starter radiusbob
- Start date
- Thread starter
- #12
- 321
Plan Subscription Pricing Page: Radius | Online Book of Business Management | Convert Leads. Manage Clients. Grow Revenue.
- Thread starter
- #13
- 321
Over the most recent Holiday Season while most were planning their vacations and how best to spend their time away, The Bobs were digging deep into a plan to expand our Multi Agent Subscription Plan features. Head down while plugging and chugging, we stepped back and realized we built one of the most unique answer to one of the longest standing questions from Agency Owners, “How can we Manage our Downline the simplest way possible?”. Answer: Radius | Lead Management + CRM.
While it is hard to say we have really outdone ourselves this time, we have really outdone ourselves this time. The Agency Downline / Upline gives Radius Subscribers the ability to:
1. Agency Types: IMO, FMO, SGA, GA, MGA, LOA, GA are just the default Agency Types. If you need more, different, less or others, you can easily control these with the Admin Settings.
2. Agencies: Create an entire Hierarchy Structure that aligns with your Agency Structure. If you are a GA, created multiple MGAs that are contracted with you. Assign the Agency Contact, create Agents that are contracted with them all the while giving each of these users limited access to their own book of business Leads and Clients within your account. Push out Leads to specific Agencies or Agents via your Radius Account. Assign Downlines and Uplines to each Agency to create to contracted overrides.
3. Agency Contacts: Each Agency within your Radius Account can have an Agency Contact that can create Agents that fall under their contracts. Limit the amount of Agents and Agency Contact can create but let the Agency Contacts manage the Leads, Commission Structures and more…
4. Commission and Renewals: Radius gives you multiple ways to set up your downline commission and renewal structure with the best part being each user only sees their commission plan, not their uplines. Commissions can be assigned three difference ways, Agency Level, Agent Level or Product Level as a Percentage of Premium or a Flat Fee. Pay a straight commission on a MedicareAdvantage Application while a Percentage of Premium on a Medicare Supplement? No worries, Radius can handle both ways for a specific Agency or Agent.
If you currently have one or a hundred agents writing business for your agency and you want a seamless way to manage their Leads, Clients, Products, Commission and Renewals, you need Radius. There is no easier way to Manage your Downline.
Stop guess what agents are doing with the leads you provide them and start managing their leads and your bottom line.
As always, Radius offers a 30 Day Free Trial, No Credit Card Required, No Contracts, No Sign Up Fees, No Cancellation Fees. There is nothing to lose and everything to gain. Take the Tour Now!
- Thread starter
- #14
- 321
Radius Launches Independent Plan for $15/Month
Today Radius (Lead Management + CRM) launches the new ‘Independent Plan’ for Insurance Agents looking for both a Lead Management and CRM solution for the book of business. For only $15 / Month with, No Contracts, No Sign Up Fees, No Cancellation Fees and a Free 15 Day Trial, there is no other comparable plan or service with these types of features out there for Insurance Agents. Work Leads, Manage Clients, Track Commissions, stay on top of Renewals, Store Documents online, Import Leads, Tasks & Reminders, Email Dropbox and a ton more features is a great way to get started with Radius.
As a web-based solution, Radius is accessible from any computer that has an internet connection. Plus you can access your account via any mobile device or touch pad solution. With all Radius plans, we offer Free Training, Free Support (Email, Web and Phone) and we’ll help you import your existing book of business for Free.
Create your Account Today and get started with Radius
Click Below to take a Tour of Radius
Today Radius (Lead Management + CRM) launches the new ‘Independent Plan’ for Insurance Agents looking for both a Lead Management and CRM solution for the book of business. For only $15 / Month with, No Contracts, No Sign Up Fees, No Cancellation Fees and a Free 15 Day Trial, there is no other comparable plan or service with these types of features out there for Insurance Agents. Work Leads, Manage Clients, Track Commissions, stay on top of Renewals, Store Documents online, Import Leads, Tasks & Reminders, Email Dropbox and a ton more features is a great way to get started with Radius.
As a web-based solution, Radius is accessible from any computer that has an internet connection. Plus you can access your account via any mobile device or touch pad solution. With all Radius plans, we offer Free Training, Free Support (Email, Web and Phone) and we’ll help you import your existing book of business for Free.
Create your Account Today and get started with Radius
Click Below to take a Tour of Radius
- Thread starter
- #15
- 321
Radius now has Email Marketing Built Right In
Email Marketing Software.
Lead Management Software.
CRM Software.
Only Radius.
Just Right for Insurance Agents
Radius Lead Management + CRM built for Insurance Agents and Agencies has just launched our latest feature; Email Marketing. Send Email Campaigns to your Leads & Clients within Radius. No longer do you need a stand alone Email Marketing Software and a stand alone Lead Management + CRM software to market, Radius has both (and more)….Learn more
Send emails to Leads & Clients:
by Coverage Types.
by Carriers.
by Products.
by Tags.
by Lead Temperature.
Features Include:
Creating and Saving HTML Templates.
Target Leads and Clients within your Account.
Spam Compliance ‘Unsubscribe Link’.
Note added to Lead & Client with Date, Time & Template.
Personalization with Content Snippets
Awesome!
Email Marketing Software.
Lead Management Software.
CRM Software.
Only Radius.
Just Right for Insurance Agents
Radius Lead Management + CRM built for Insurance Agents and Agencies has just launched our latest feature; Email Marketing. Send Email Campaigns to your Leads & Clients within Radius. No longer do you need a stand alone Email Marketing Software and a stand alone Lead Management + CRM software to market, Radius has both (and more)….Learn more
Send emails to Leads & Clients:
by Coverage Types.
by Carriers.
by Products.
by Tags.
by Lead Temperature.
Features Include:
Creating and Saving HTML Templates.
Target Leads and Clients within your Account.
Spam Compliance ‘Unsubscribe Link’.
Note added to Lead & Client with Date, Time & Template.
Personalization with Content Snippets
Awesome!
- 1,473
Not sure how this system going to help my new agency?
- Thread starter
- #17
- 321
Radius will do a number of things to help your agency as it grows. However you acquire your leads (referrals, vendors, marketing, etc) Radius is going to keep them organized, track conversations, help you with specific tasks and reminders for those leads, document management, drip marketing, email marketing, potential commissions and more. Also once you write policies for these Leads, you can convert them with one click in the system to Clients.
Also Radius allows agents to create and manage Carriers, Products, Tags, Integration with Email, your own website, automatically import leads from vendors.
Hopefully this information helps, if not contact us and we'll answer any additional questions you may have.
Also Radius allows agents to create and manage Carriers, Products, Tags, Integration with Email, your own website, automatically import leads from vendors.
Hopefully this information helps, if not contact us and we'll answer any additional questions you may have.
- Thread starter
- #18
- 321
Lead Temperature Automation & Status Types
Today we are excited to announce a few new feature updates to Radius Lead Management + CRM Solution for Insurance Agents and Agencies, Lead Temperature Automation and Lead & Client Status Controls. A number of our Agents and Agencies asked and we listened when it came to giving them more configuration options to set up their Radius Account specific to their Agency needs. These two enhancements are the first in line of a list of items we are going to build out to put even more control over to Account users to set up Radius as they see fit.
Lead Temperature Automation
Previously in Radius when a Lead was added, the temperature could be assigned manually (Hot, Warm, Cool or Cold). While defining Leads with a temperature is very handy when identifying the urgency at which a Lead needs to be worked, having to manually change it from Hot to Warm, Warm, to Cool and Cool to Cold can be time consuming. And we have always said that Radius should be where you spend your least amount of time on a daily basis, you need to be out there writing business, not wasting time in your CRM. Now Radius gives Agents the ability to set up Lead Temperature to change Automatically based upon their specific needs. If you consider a lead only ‘Hot’ for 7 Days, then underneath the Settings tab, configure away.
Example:
Hot = 7 Days
Warm = 14 Days
Cool = 30 Days
Cold = All Others
Lead & Client Status Types
With the Lead Temp Automation, we worked on rolling out Status Types for Leads & Clients that can be fully customized by the Agent for their specific Radius Account. While we built in Default Values, we suggest that you customize your Status Types based upon your specific business needs. Create Status Types such as ‘New, Contacted, Being Worked, Emailed, Called, Left Voicemail,’ for your Leads while creating status types for your Clients of ‘In-Force, Contracted, Application Submitted, Underwriting’. Status Types are displayed in multiple areas within Radius and can be sorted and searched by as well.
We know you will enjoy these updates as we have been using them in our own Radius account over the past few days and have found it them very valuable from a user experience.
By the way, did we mention that you can Send Email Campaigns, Drip Marketing Emails and Auto Responders by Status Type? Nice!
Today we are excited to announce a few new feature updates to Radius Lead Management + CRM Solution for Insurance Agents and Agencies, Lead Temperature Automation and Lead & Client Status Controls. A number of our Agents and Agencies asked and we listened when it came to giving them more configuration options to set up their Radius Account specific to their Agency needs. These two enhancements are the first in line of a list of items we are going to build out to put even more control over to Account users to set up Radius as they see fit.
Lead Temperature Automation
Previously in Radius when a Lead was added, the temperature could be assigned manually (Hot, Warm, Cool or Cold). While defining Leads with a temperature is very handy when identifying the urgency at which a Lead needs to be worked, having to manually change it from Hot to Warm, Warm, to Cool and Cool to Cold can be time consuming. And we have always said that Radius should be where you spend your least amount of time on a daily basis, you need to be out there writing business, not wasting time in your CRM. Now Radius gives Agents the ability to set up Lead Temperature to change Automatically based upon their specific needs. If you consider a lead only ‘Hot’ for 7 Days, then underneath the Settings tab, configure away.
Example:
Hot = 7 Days
Warm = 14 Days
Cool = 30 Days
Cold = All Others
Lead & Client Status Types
With the Lead Temp Automation, we worked on rolling out Status Types for Leads & Clients that can be fully customized by the Agent for their specific Radius Account. While we built in Default Values, we suggest that you customize your Status Types based upon your specific business needs. Create Status Types such as ‘New, Contacted, Being Worked, Emailed, Called, Left Voicemail,’ for your Leads while creating status types for your Clients of ‘In-Force, Contracted, Application Submitted, Underwriting’. Status Types are displayed in multiple areas within Radius and can be sorted and searched by as well.
We know you will enjoy these updates as we have been using them in our own Radius account over the past few days and have found it them very valuable from a user experience.
By the way, did we mention that you can Send Email Campaigns, Drip Marketing Emails and Auto Responders by Status Type? Nice!
- Thread starter
- #20
- 321
Radius just put the CRM in CRM!
We know what you are thinking, how is that even possible? Well my friend, when your Lead Management + CRM Agency software can allow you to provide your Clients a unique summary page just for their viewing eyes only, that makes it possible.
To Bobs have been hard at work on this one and what better way to start the new year then with a feature that gives you the ability to keep your clients engaged, informed and access to the information you want them to have. The new ‘Client Summary’ Feature within Radius allows Agents and Agencies to send an automated customized email to a client with a link to a password protected login page to view their Client Summary page. The page can include specific information about the Clients Policies that you are the Agent of Record for.
Including on the Client Summary Page:
Carrier
Product Name
Policy ID Number
Effective Date
Renewal Date
Agent & Agency Contact information (Name, Phone, Cell, Email & Address)
Documents – Agents can upload and active documents that are available for download for this particular client such as Annual Notice of Change, Schedule of Benefits, Policy Documentation and more.
Links – Agents can create links to websites that client may find helpful such as their agency website or their carrier’s website.
Overall, we are very excited about this feature is it gives Agents and Agencies a great value add to their Customer Service and Customer Relationship that their competition doesn’t have because they aren’t using Radius.
Custom Client Summary Sample Page – Auto Generated Page with password protection
Image:
We know what you are thinking, how is that even possible? Well my friend, when your Lead Management + CRM Agency software can allow you to provide your Clients a unique summary page just for their viewing eyes only, that makes it possible.
To Bobs have been hard at work on this one and what better way to start the new year then with a feature that gives you the ability to keep your clients engaged, informed and access to the information you want them to have. The new ‘Client Summary’ Feature within Radius allows Agents and Agencies to send an automated customized email to a client with a link to a password protected login page to view their Client Summary page. The page can include specific information about the Clients Policies that you are the Agent of Record for.
Including on the Client Summary Page:
Carrier
Product Name
Policy ID Number
Effective Date
Renewal Date
Agent & Agency Contact information (Name, Phone, Cell, Email & Address)
Documents – Agents can upload and active documents that are available for download for this particular client such as Annual Notice of Change, Schedule of Benefits, Policy Documentation and more.
Links – Agents can create links to websites that client may find helpful such as their agency website or their carrier’s website.
Overall, we are very excited about this feature is it gives Agents and Agencies a great value add to their Customer Service and Customer Relationship that their competition doesn’t have because they aren’t using Radius.
Custom Client Summary Sample Page – Auto Generated Page with password protection
Image:
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