AgencyBloc Thoughts?
- Thread starter vic120
- Start date
- 5,056
I use it, best features are the dashboard and policy + individuals reports, if you have agents working for you that you need to check their follow-ups like in a phone room/call center.
Radius Bob is probably better though with it's intergrations
Radius Bob is probably better though with it's intergrations
- Thread starter
- #3
Yea I am not a tech guy I need user friendly as far as integration.
Neither agency block nor radius fulfills my needs as far as lead calling, I will continue to use velocify for that
I use radius now, I am intrested in Agency block (and will do a walk though after AEP) Because I seen a testimony stating they were able to save drug list password and date, Maybe id be able to record medicare number on client file as well.
Also the video shows I can attach App to client file,
Also I my thought is to run my leads through both and have Agency block run my drip campaign, But I need very user friendly email function. And I have been intrested in tier email capabilities
I don't know, all this will def cost me more and I am on the fence on If it will be worth it or not, But If it help me be much more organized then I am now It would be good
There are a lot of feature on radius and my current email system I don't use well because It does not look or feel organized, I get frustrated with not being able to produce the look or feel or function I want from my emails
- 728
Tie sendgrid to radius and you will get the look you want. I think.
- Thread starter
- #5
Interesting I have saved link will look into this for sure
Edwardfin
Expert
- 45
I used it for awhile for the cost there are several other solutions that work better. Radius Bob, Vanilla Soft etc. Also the commission tracking on it is not the best.
- Thread starter
- #7
Whats issue with commission tracking, this was one of the reasons I was intrested in them,
Either way I see they charge extra for each email sent, I will probably stay with my current set up for now
