What is Radius?

CRM software for insurance companies. Never lose another lead or client due to missing data, a hard drive crash, a damaged spreadsheet, or a tipped-over filing cabinet. Radius helps you organize and manage all of your leads and clients. Your Agency will benefit from an all-in-one solution. Radius can deliver Auto Responders, Drip Marketing, Mass Emails, and SMS/Text Messages without the requirement for a separate email marketing program. Every Radius Lead and Client gets their own history, reminders, and tasks, as well as notes, information, and file storage. Radius Dropbox also helps you stay organized by automatically importing emails. Integrate Radius into your business processes. Custom Form Fields, Lead Temperatures, Client Status, and more can all be defined. Radius can be integrated into your website, quote engine, lead vendor, or a third-party app.

Radius offers a number of powerful features:

  • Data security is important. SSL encryption and strict password requirements are included in all Radius plans.
  • Lead distribution, task assignment, text messaging, screen sharing, and generating quotes are all examples of tasks that can be automated in sales. Agents can use lead source, tags, insurance carrier, geography, and coverage type to automate workflows and tasks.
  • Marketing automation is a term that refers to the process of When a new lead is added to the contact list, Radius sends an autoresponder and launches an automated campaign.
  • Newsletter, autoresponder, appointment reminder, and drip email templates.
  • An integrated telephony/VoIP solution that allows agents to make and receive calls utilizing local and toll-free numbers from within the platform.
  • Calls can be recorded, queue lists and call groups may be created, and an Interactive Voice Response (IVR) system can be set up. Before commencing a conversation, agents can readily access their notes, files, and contact history.
  • Customization of the system based on the demands of the agent. Custom form fields, lead temperatures, and customer status, for example, can all be defined.
  • Websites, lead vendors, quote engines, and third-party apps all have extensive third-party integrations.

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