Average Ratings 0 Ratings
Average Ratings 1 Rating
Description
Insurance agents can maximize the customer's life-time value by helping them sell more policies and retain customers with digital insurance wallets, chatbots, and an agent portal. These features include: 1. MOBILE APP - Policy Wallet, Push Notification, Reminders, Agent Details, Insurance Cards, Accident Checklist, Home Risk Scan, Customer Profile builder. 2. AGENT PORTAL – Analytics Dashboard, Renewal tracker and Deal Board, Email Integrations, Customer Chat, Reports. 3. CHATBOT – Agent Connect, AI Driven Quots
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
Twilio
Yes
6connect
No
AdmitHub
No
AgentMethods
No
AuthControl Sentry
No
AuthN by IDEE
No
Compulife
No
FlowUp
No
Front Rush
No
Google Workspace
No
Integrations
Twilio
Yes
6connect
Yes
AdmitHub
Yes
AgentMethods
Yes
AuthControl Sentry
Yes
AuthN by IDEE
Yes
Compulife
Yes
FlowUp
Yes
Front Rush
Yes
Google Workspace
Yes
Pricing Details
$69per user per month
Free Trial
Yes
Free Version
Yes
Pricing Details
$34 per month
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
Linux
No
Chromebook
Yes
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)
Yes
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
InsuredMine
Founded
2017
Country
United States
Website
www.insuredmine.com
Vendor Details
Company Name
Radius Bob
Country
United States
Website
www.radiusbob.com
Product Features
Commercial Insurance
Billing & Invoicing
No
Broker / Agent Portal
Yes
Claims Management
No
Commission Management
No
Customer Portal
Yes
Document Management
Yes
Insurance Rating
No
Policy Management
Yes
Quote Management
No
Reinsurance Administration
No
Risk Assessment
No
Underwriting Management
No
Content Marketing
Audience Targeting
Yes
Brand Management
Yes
Campaign Management
Yes
Categorization / Grouping
Yes
Conversion Tracking
Yes
Distribution Management
Yes
Editorial Calendar
No
Multi-Channel Publishing
No
Publish Scheduling
No
SEO Management
No
Social Media Management
No
Video Management
No
Customer Engagement
Analytics
Yes
Churn Management
Yes
Communication Management
Yes
Community Management
Yes
Content Syndication
Yes
Feedback Collection
Yes
Gamification
Yes
Live Chat
Yes
Video Content
Yes
Customer Experience
Action Management
Yes
Analytics
Yes
Customer Segmentation
Yes
Dashboard
Yes
Feedback Management
Yes
Knowledge Management
Yes
Multi-Channel Collection
Yes
Sentiment Analysis
Yes
Survey Management
Yes
Text Analysis
Yes
Trend Analysis
Yes
Customer Success
Account Alerts
Yes
Account Management
Yes
Communication Management
Yes
Customer Engagement
Yes
Customer Lifecycle Management
Yes
Health Score
No
Onboarding
Yes
Revenue Management
Yes
Usage Tracking / Analytics
Yes
Win / Loss Analysis
Yes
Email Marketing
A/B Testing
Yes
Artificial Intelligence
No
Auto-Responders
Yes
CAN SPAM Compliance
Yes
Customer Surveys
No
Drip Campaigns
Yes
Dynamic Content
No
Event Triggered Email
No
Image Library
No
Landing Pages/Web Forms
No
Mailing List Management
Yes
Mobile Optimized Emails
Yes
Reporting/Analytics
Yes
Subscriber Management
Yes
Template Management
Yes
WYSIWYG Email Editor
Yes
Insurance Agency Management
Claims Management
Yes
Commission Management
No
Contact Management
Yes
Document Management
Yes
Insurance Rating
No
Life & Health
Yes
Policy Management
Yes
Property & Casualty
Yes
Quote Management
Yes
Insurance Policy
Cancellation Tracking
Yes
Claims Tracking
Yes
Policy Generation
No
Policy Issuance
No
Policy Processing
No
Quotes / Estimates
Yes
Rating Engine
No
Reinstatement Tracking
No
Reinsurance Administration
No
Renewal Management
Yes
Underwriting Management
No
Insurance Underwriting and Rating
Broker / Agent Portal
Yes
Carrier Upload
No
Commercial Lines
No
Comparative Insurance Rating
No
Customer Portal
Yes
For Casualty Insurance
Yes
For Health / Medical Insurance
No
For Life Insurance
Yes
For Personal Insurance
Yes
Multi-State
Yes
Multiple Line Rating
No
P&C Insurance
Billing & Invoicing
Yes
Broker / Agent Portal
Yes
Claims Management
Yes
Commission Management
Yes
Customer Portal
Yes
Document Management
Yes
Insurance Rating
No
Marketing Automation
Yes
Policy Management
Yes
Quote Management
Yes
Reinsurance Administration
No
Underwriting Management
No
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