Radius was purchased by AgencyBloc

[Tahoe Ray]

commission tracking from the various Carriers

Good luck with that part.

I had to pay someone to build mine (in Zoho) and it still isn't that accurate.

 

[goillini52]

I need a CRM that will manage all client / prospect info, contacts, conversations, texts, replies, record calls, make and receive calls and texts + manage all inhouse agents production and commission tracking from the various Carriers. Among other things.

Who can do that all in one place?

RadiusBob

 

[rmhaire]

RadiusBob

Agreed.

Just don't tell them Goillini52 sent you. They'll charge you double.

 

[Chazm]

Another issue I’m having with RBob. I’ve been recording calls since Oct. but all those calls will be gone when they move to AB.
I’ll have to go back and download every single phone call.

 

[rmhaire]

Another issue I’m having with RBob. I’ve been recording calls since Oct. but all those calls will be gone when they move to AB.
I’ll have to go back and download every single phone call.

Have you talked to Danielle about that? I haven't.

 

[goillini52]

Another issue I’m having with RBob. I’ve been recording calls since Oct. but all those calls will be gone when they move to AB.
I’ll have to go back and download every single phone call.

Too bad it can't be as simple as transferring data from your old phone to your new phone.

 

[Todd King]

I need a CRM that will manage all client / prospect info, contacts, conversations, texts, replies, record calls, make and receive calls and texts + manage all inhouse agents production and commission tracking from the various Carriers. Among other things.

Who can do that all in one place?

AgencyBloc is about as close as you'll get on that.

 

[Chazm]

Have you talked to Danielle about that? I haven't.

I didn’t mean to say they’ll be gone immediately. I mean, I’ll have to download them at some point.
It just stinks having to eventually move to a new platform.
If you ask anyone at RB they say they don’t know anything yet.

 

[rmhaire]

If you ask anyone at RB they say they don’t know anything yet.

Didn't take it that way. Just didn't think about RB not knowing. Thanks.

 

[myinsurebiz]

RadiusBob

RB has commission tracking?