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Description

LeadOrganizer™ is a web-based, tailored application designed for agency management and customer relationship management (CRM) specifically within the insurance sector, though it is not classified as insurance software. This solution is highly specialized, merging various functionalities such as contact and document management, time management, workflow automation, and communication tools to assist life insurance distributors and producers effectively. Its Sales Force Automation (SFA) features enhance lead management, facilitate communication, support scheduling, track performance, and provide marketing resources. Additionally, LeadOrganizer™ integrates its SFA capabilities with an advanced instant term life quoting tool, paramedical order processes, and auto-fill applications. The platform includes a real-time quoting engine for term life insurance, enabling users to obtain immediate quotes, which significantly accelerates decision-making and bolsters sales performance. With these features, LeadOrganizer™ aims to streamline operations and enhance the efficiency of insurance professionals in their daily tasks.

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 No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

12Port No 
6connect No 
AdmitHub No 
AgentMethods No 
AuthControl Sentry No 
AuthN by IDEE No 
Barracuda SSL VPN No 
FlowUp No 
Google Workspace No 
Kamailio No 
LibreNMS No 
LoginTC No 
Microsoft 365 No 
Netdata No 
NinjaQuoter No 
Thinfinity Workspace No 
Twilio No 
WWPass No 
Wynshop No 

Integrations

12Port Yes 
6connect Yes 
AdmitHub Yes 
AgentMethods Yes 
AuthControl Sentry Yes 
AuthN by IDEE Yes 
Barracuda SSL VPN Yes 
FlowUp Yes 
Google Workspace Yes 
Kamailio Yes 
LibreNMS Yes 
LoginTC Yes 
Microsoft 365 Yes 
Netdata Yes 
NinjaQuoter Yes 
Thinfinity Workspace Yes 
Twilio Yes 
WWPass Yes 
Wynshop Yes 

Pricing Details

No price information available.
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 No 
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 No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

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

Vendor Details

Company Name

LeadOrganizer.net

Website

www.leadorganizer.net

Vendor Details

Company Name

Radius Bob

Country

United States

Website

www.radiusbob.com

Product Features

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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