Automate Your Insurance Agency in 5 Minutes

Work Leads. Manage Clients. Track Commissions. Drip Marketing. Email Marketing. Manage Agents. Screen Share. Send Text Messages.


  START YOUR 15-DAY FREE TRIAL  

Sales Automation

Never Lose a Lead or Client again because of misplaced information, hard drive crash, corrupted spreadsheet or a tipped over file cabinet. Organize and Manage all of your Leads & Clients with Radius

Marketing Automation

An all-in-one Solution for your Agency. No need for a separate email marketing software, use Radius to send Auto Responders, Drip Marketing, Mass Emails & SMS/Text Messages.

Stay Organized

Every Radius Lead & Client has its own history, reminders & tasks, notes, information, and file storage. Also using the Radius Dropbox helps keep your organized by automatically importing emails

Customization

Integrate Radius with how you do Business. Define Custom Form Fields, Lead Temperatures, Client Status and more. Ingrate Radius with your website, quote engine, lead vendor or third party app.

SIMPLIFIED SOFTWARE

Insurance Agency Management Software with a simple approach to a sophisticated problem.

Insurance Agents need the ability to work their leads, manage clients, track commissions, market prospects and sell products, which Radius does. Radius eliminates the need to use seperate programs such as Excel, ACT, Outlook and SalesForce to manage your Book of Business.

BUILT IN MULTI AGENT MANAGEMENT!
ENGAGE, MANAGE & RECRUIT YOUR AGENTS INSIDE OF RADIUS.

SALES AUTOMATION

Lead Distribution Rules. Work Flows. Assigned Tasks. Text Messaging. ScreenShare. Quote Engines.

While nothing should ever be a 'set it and forget it', Radius has come as close as you'll ever want to be in having a software solution managing the heavy lifting. Leaving you and your team more time to write business.

Radius Lead Management & CRM Solution

MARKETING AUTOMATION

Auto Responders. Email Drip Campaigns. Mass Emails. Text Messaging. Monthly Newsletters.

As soon as a Lead comes into Radius, marketing automation kicks in with an auto responder being sent, email drip campaign is trigger and a text message is sent.

Radius Lead Management & CRM Solution

STAY ORGANIZED

Calendar. Task Assignment. Effective Dates. Renewal Dates. Birthday Emails. Notes.

Radius will allow your agency to keep a unified calendar that has tasks specific to leads and clients for agents as well as tracking client Effective, Renewal and Important Dates.

Radius Lead Management & CRM Solution

CUSTOMIZATION

Coverage Types. Work Flows. Status Options. Temperature Settings. Custom Fields. Commission Tracking.

Radius is built specifically for Insurance Agents and Agencies, but every agency does their day to day differently which is why Radius allows for unique customization for each account. Build your own work flows, lead status options, commission structures and more.

Radius Lead Management & CRM Solution

Features on Multi User Plans

Automatic Lead Routing Rules, Send Text Messages, Manage Overrides, Contracts, E&O and Licenses, Agent Recruitment, Build Agency Downline and more...

AUTOMATE YOUR AGENCY IN 5 MINUTES

Choose Your Plan

All plans include a 15-Day FREE TRIAL.

Agency

$29200/ mo.

  • 10 Users
  • Unlimited Leads & Clients
  • Email Marketing
  • Commissions & Overrides
  • Send Text Messages
  • Unlimited File Storage
  • Share Your Screen
  • Track E&O & Licenses
  • Agent Recruitment
  • Lead Distribution
  • Click-to-Call Dialer

Broker

$14900/ mo.

  • 5 Users
  • Unlimited Leads & Clients
  • Email Marketing
  • Commissions & Overrides
  • Send Text Messages
  • Unlimited File Storage
  • Share Your Screen
  • Track E&O & Licenses
  • Agent Recruitment
  • Lead Distribution
  • Click-to-Call Dialer

Agent

$3400/ mo.

  • 1 User
  • Unlimited Leads & Clients
  • Email Marketing
  • Commissions & Renewals
  • Send Text Messages
  • Unlimited File Storage
  • Share Your Screen
  • Track E&O + Licenses
  • Not Included
  • Not Included
  • Click-to-Call Dialer

Need 20 Users (FMO Plan - Free Trial)? Need 50 Users (IMO Plan - Free Trial)? Want Unlimited Users (Contact Sales)?

Click-to-Call Dialer & Commission Statement Tracking

Click-to-Call allows agents to make outbound calls with the click of a button. Included Call Log Reports show which Leads & Clients have been called. Also Commission Statement Tracking just got easier as now within Radius at the Client Profile, agents can manage Projected & Actual Commissions Paid!

To Begin Calling or Tracking Commissions - Start Your Free Trial Now - Pick A Plan Above!

Common Questions

Consistent Answers.

No Contracts! No Long Term Comittments! Your Radius subscription is paid on a monthly basis. Cancel at anytime (we hope you don't) with no cancellation fees.

Yes. From day one, Radius implemented industry standard policy and procedures to protect your data. Plus all plans include SSL Encryption & Strong Password Requirements.

Yes. Within your account under the Admin Settings two buttons allow you to export all your lead and client information whenever you want it. No Charge.

Radius currently accepts Visa, Mastercard, Discover and American Express. Once your information is in the system, billing is automated on a monthly basis. We'll send you an email prior to each months transaction and then we'll follow that up with a confirmation email which includes your reciept.

No, not at all...The only time you need to enter your Credit Card is before the Free Trial ends if you would like to activate your Radius Account.

Almost, there are only two features you cannot use during the Free Trial, Sending SMS/Text Messages & Emails...

Yes. During your Free Trial you can import your data using our .CSV Template, Import Mapping Feature and Knowledge Based Articles on Importing. Once you become a Paid Subsciber, we'll work with your data file and account directly to make sure everything runs smoothly.

Two things; either you update your billig information and become a paid subscriber or you don't and your account is canceled automatically. It's that simple.

THE ANSWER IS "YES"!

IS RADIUS CLOUD BASED?

IS RADIUS FOR INSURANCE AGENTS?

IS RADIUS AFFORDABLE?

IS RADIUS GOOD FOR SMALL, MEDIUM & LARGE SIZED AGENCIES?

IS RADIUS SUPPORT INCLUDED IN THE PRICE?

DOES RADIUS TRACK COMMISSIONS & RENEWALS?

DOES RADIUS TRACK EFFECTIVE & RENEWAL DATES?

DOES RADIUS HAVE A CALENDAR?

DOES RADIUS HELP ME WITH TASKS & REMINDERS?

DOES RADIUS INCLUDE DRIP MARKETING, AUTO RESPONDERS & EMAIL MARKEING?

CAN RADIUS STORE DOCUMENTS?

CAN RADIUS IMPORT LEADS?

CAN RADIUS AUTO ASSIGN LEADS TO AGENTS?

CAN RADIUS MANAGE MY LEADS & CLIENTS?

CAN RADIUS DOWNGRADE, UPGRADE OR CANCEL AT ANY TIME?

WILL RADIUS WORK ON A MAC?

WILL RADIUS INTEGRATE WITH MY WEBSITE?

WILL RADIUS STORE DOCUMENTS FOR OUR AGENTS?

WILL RADIUS SEND TEXT MESSAGES?

WILL RADIUS SEND ME EMAIL REMINDERS?

WILL RADIUS IMPORT FROM LEAD VENDORS?