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  • Why Use Radius Lead Management & CRM Software?

    601 views 5 months ago
    AUTOMATE YOUR INSURANCE AGENCY IN 5 MINUTES

    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 separate programs such as Excel, ACT, Outlook and SalesForce to manage your Book of Business. Show less
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  • Uploads Play all

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  • Customize Your Radius Account Play all

    • Status Options & Status Groups (Dispositions) - Duration: 5 minutes, 31 seconds.

      • 5 months ago
      • 120 views
      Whether you think of them as dispositions or statuses, you'll learn how to utilize and customize your status dispositions here. Think of statuses as the steps you take to have a new lead become a p...
    • Custom Dropdowns for Custom Data Fields - Duration: 4 minutes, 7 seconds.

      • 5 months ago
      • 82 views
      Create custom dropdown options in Radiusbob for your custom data fields.
      Music by Bensound.com
    • Account Logo, Account Name & Time Zones - Duration: 2 minutes, 16 seconds.

      • 5 months ago
      • 41 views
      Upload your logo, set your company name, set your account's time zone, configure extra password security and determine what time frames SMS/Text messages can be sent.
      Music by BenSounds.com
    • Account Tags - Duration: 5 minutes, 17 seconds.

      • 5 months ago
      • 98 views
      Create Account Tags & learn how to use them for filtering, marketing & reporting in Radiusbob

      Music: www.bensound.com
    • Coverage Types & Custom Data Fields - Duration: 9 minutes, 5 seconds.

      • 4 months ago
      • 113 views
      Customize your Radiusbob account with coverage types, custom data fields, custom tabs, headers and more. We've added some new features like Data Field Encryption and Headers, so enjoy the weird ins...
    • Email Calendar Columns & Other Settings - Duration: 3 minutes, 28 seconds.

      • 3 months ago
      • 37 views
      Customize your view with custom columns, enable busy checking for your calendar if you have someone else adding to your calendar, set your SMTP settings & more
      Music by BenSounds.com
      Radiusbob.com
    • Radiusbob Custom Web Links and Files - Duration: 5 minutes, 49 seconds.

      • 2 weeks ago
      • 35 views
      Customize your Radiusbob CRM with weblinks and file attachments.
      Music by BenSound.com
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