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features
design
support

Average Ratings 0 Ratings

Total
ease
features
design
support

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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.

Description

Productivity solutions facilitate quicker and more effective interactions with customers. Establishing a unified repository of information enhances the quality of responses provided. Our tools are designed to pinpoint customer traits that indicate product affinity and purchasing intent. By implementing multi-step omnichannel marketing strategies, you can boost your return on investment. We cater to various sectors, including banking, insurance, mutual funds, and securities, offering flexible deployment options through on-premise, private, or public cloud solutions, tailored to your preferences. This adaptability ensures that you can select the deployment method that best fits your organization’s needs.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

AdmitHub Yes 
AgentMethods Yes 
AuthControl Sentry Yes 
AuthN by IDEE Yes 
Barracuda SSL VPN Yes 
FlowUp Yes 
Front Rush Yes 
Google Workspace Yes 
Ion No 
Kamailio Yes 
KeyTalk Yes 
LibreNMS Yes 
Microsoft 365 Yes 
Netdata Yes 
NinjaQuoter Yes 
Thinfinity Workspace Yes 
Twilio Yes 
WWPass Yes 
Wynshop Yes 

Integrations

AdmitHub No 
AgentMethods No 
AuthControl Sentry No 
AuthN by IDEE No 
Barracuda SSL VPN No 
FlowUp No 
Front Rush No 
Google Workspace No 
Ion Yes 
Kamailio No 
KeyTalk No 
LibreNMS No 
Microsoft 365 No 
Netdata No 
NinjaQuoter No 
Thinfinity Workspace No 
Twilio No 
WWPass No 
Wynshop No 

Pricing Details

$34 per month
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
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 Yes 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

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

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Radius Bob

Country

United States

Website

www.radiusbob.com

Vendor Details

Company Name

Talisma

Founded

1994

Country

United States

Website

www.talisma.com

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 

Product Features

CRM

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

Lead Management

Activity Tracking No 
Campaign Management Yes 
Lead Capture No 
Lead Distribution No 
Lead Nurturing No 
Lead Scoring No 
Lead Segmentation No 
Pipeline Management No 
Prospecting Tools No 
Source Tracking No 

Sales Force Automation

Call Management No 
Campaign Management No 
Channel Management No 
Commission Management No 
Contact Management No 
Contract Management No 
Customer Database No 
Email Marketing No 
Field Sales Management No 
Lead Management No 
Opportunity Management No 
Performance Metrics No 
Proposal Generation No 
Referral Tracking No 
Sales Forecasting No 
Territory Management No 

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