Here is the Radius Beta Announcement we pushed out over the weekend. First and Foremost we appreciate the the Forum Members whom have helped us through Alpha to get to our Public Beta release. They have been insightful and hard on our product to make it better for everyone else. We will continue to make improvements and enhancements as we go through Public Beta. We are at the point were we feel any and all agents can benefit from managing the book of business via Radius. That’s right Jan Brady, Radius Launches Online Book of Business Management for Insurance Agents Radiusbob.com gives insurance agents the ability to Manage Leads, Clients, Commissions, Renewals, Products and more… Radius (www.RadiusBob.com), an “
Online Book of Business Management” tool for Insurance Agents and Agencies with unique “web-based” and “real-time ” functionality, has launched its Beta Phase. Online Book of Business Management sounds too simple, but with Radius it is exactly that…simple. Insurance Agents need the ability to work their Leads, Manage Clients, Track Commissions, Market Prospects and Sell Products, which is what Radius does. Radius eliminates the need to use Excel, ACT, Outlook and Salesforce.com to manage your Book of Business. Plus it is accessible via the web. So whether you are working from home, the office or in a meeting, you can access your book to do business. The Bobs have been hard at work for the past six months and along with the help of our Alpha Agents (thank you, thank you, thank you), we are pushing out Radius to all agents and agencies for Beta.
Radius Features Include:
Lead Management – Organize and Prioritize leads by product request, temperature, assigned agent or coverage type.
Client Management – Manage Clients by tracking conversations, renewal dates, current products, documents and important notes.
Commission Reports – Manage Commissions and Renewals. Track existing, future and potential revenues with Radius real-time reporting.
Products – Manage and Promote the Plans and Carriers you offer Leads and Clients.
Popular Tagging – Group Leads, Prospects and Clients by tagging them with unique descriptive terms.
Alerts & Reminders – Birthdays, Appointments, Meetings, Calls, Grocery Lists or remind yourself to take a break. Create at will.
Custom Form Fields – Add, Edit or Remove Custom Form Fields for Leads and Clients. Go above and beyond basic contact info.
Integration – End Redundancies as Leads that are generated from your website and quote engines can automatically be imported into a Radius Account
Multiple Agents – Manage your Downline Agents with multiple Books of Business.
Document Management – Upload Files to Leads and Clients for quick access to important documents.
And much much more….
There is NO CHARGE during Radius Public Beta.
As we march down the path to Going Live our update emails will become more regular and specific to fixes, changes and enhancements. Two of our next major pushes will be Email Marketing and Reporting Tools. We appreciate every one’s help and feedback and ask that as you continue to use Radius keep the comments pouring in.
Also, please feel free to forward on to other agents you may know that will enjoy the Radius Experience in managing their Book of Business Online. For those who you think might want to join in Beta, have them sign up at
www.radiusbob.com.
Our Blog has gone Live as well..
RadiusBlog (we thought about RadiusBlob, but didn't sit well with our focus group). Think of RadiusBlog as a blog about our thoughts on the insurance industry, the independent agent, entrepreneurship, our services and anything else we find Useful!
Radius Support gives agents the ability to view Q & A, Submit a Question or Search our Knowledge Base.
Once again thank you for your support throughout the entire Alpha Phase and we look forward to providing you the best way to manage your Book of Business Online.
More Information
Beta Beta Beta | Radius Online Book of Business Management
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