Average Ratings 0 Ratings
Average Ratings 1 Rating
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
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
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
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