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Description

AgencyBloc's Plus Suite offers a comprehensive set of tailored solutions for health, senior, and benefits agencies, enabling them to streamline their data management, maintain compliance, automate processes, and enhance client and policy management, ultimately facilitating a smoother path to sustainable growth while overcoming various obstacles. This innovative platform is designed specifically to cater to the unique needs of the insurance industry, ensuring agencies can thrive in a competitive landscape.

Description

Radius offers a comprehensive CRM solution tailored specifically for insurance agencies, ensuring you never miss out on a lead or client due to lost data, technical failures, or disorganized paperwork. This platform allows you to efficiently organize and manage all your leads and clients in one place. With Radius, there's no need for additional email marketing tools, as it provides features for sending automated responses, drip marketing campaigns, mass emails, and SMS or text messages. Each lead and client profile comes with a detailed history, reminders, tasks, notes, and file storage for easy access. The integrated Radius Dropbox feature enhances organization by automatically importing emails into the system. You can customize Radius to fit your business needs by defining custom form fields, managing lead temperatures, client statuses, and much more. Furthermore, Radius seamlessly integrates with your website, quote engine, lead vendor, or any third-party applications, making it an indispensable tool for your agency. With its numerous features, Radius not only streamlines your processes but also enhances your overall client relationship management.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

AgentMethods Yes 
12Port No 
6connect No 
AdmitHub No 
AuthN by IDEE No 
Barracuda SSL VPN No 
Compulife No 
Ease Yes 
Employee Navigator Yes 
Five9 Yes 
FlowUp No 
Intulse Yes 
KeyTalk No 
LibreNMS No 
LoginTC No 
Netdata No 
NinjaQuoter No 
Thinfinity Workspace No 
Twilio No 
Xinix Yes 

Integrations

AgentMethods Yes 
12Port Yes 
6connect Yes 
AdmitHub Yes 
AuthN by IDEE Yes 
Barracuda SSL VPN Yes 
Compulife Yes 
Ease No 
Employee Navigator No 
Five9 No 
FlowUp Yes 
Intulse No 
KeyTalk Yes 
LibreNMS Yes 
LoginTC Yes 
Netdata Yes 
NinjaQuoter Yes 
Thinfinity Workspace Yes 
Twilio Yes 
Xinix No 

Pricing Details

$109.00/month
Plans start at $109/month and are customized to each agency.
Free Trial Yes 
Free Version No 

Pricing Details

$34 per month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

AgencyBloc

Founded

2008

Country

United States

Website

www.agencybloc.com

Vendor Details

Company Name

Radius Bob

Country

United States

Website

www.radiusbob.com

Product Features

Commission

Affiliate Management No 
Agency Commission Yes 
Commission Calculations Yes 
Commission Scheduling Yes 
Commission Tracking Yes 
Compliance Management No 
Flat Commissions Yes 
Incentive Programs No 
Multi-Tiered Commissions Yes 
Percentage Commissions Yes 
Sliding Scale Commissions No 
Split Commissions Yes 

CRM

Calendar/Reminder System Yes 
Call Logging Yes 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration Yes 
Mobile Access No 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management Yes 
Territory Management No 

Insurance Agency Management

Claims Management No 
Commission Management Yes 
Contact Management Yes 
Document Management Yes 
Insurance Rating No 
Life & Health Yes 
Policy Management Yes 
Property & Casualty No 
Quote Management No 

Insurance Policy

Cancellation Tracking No 
Claims Tracking Yes 
Policy Generation No 
Policy Issuance No 
Policy Processing Yes 
Quotes / Estimates No 
Rating Engine No 
Reinstatement Tracking No 
Reinsurance Administration No 
Renewal Management Yes 
Underwriting Management No 

Quoting

Automated Quoting Yes 
Catalog Management Yes 
Client Portal No 
Contact Management No 
Customer Accounts No 
Customizable Branding No 
Discount Management No 
Forms Creation Yes 
Pricing Management No 
Product Configurator Yes 
Proposal Management Yes 

Product Features

CRM

Calendar/Reminder System No 
Call Logging No 
Document Storage No 
Email Marketing No 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management No 
Territory Management No 

Insurance Agency Management

Claims Management No 
Commission Management No 
Contact Management No 
Document Management No 
Insurance Rating No 
Life & Health No 
Policy Management No 
Property & Casualty No 
Quote Management No 

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