Radius is an integrated customer relationship management (CRM) and lead management platform that offers sales and marketing automation and voice-over-internet-protocol (VoIP) solutions for insurance companies. Its features include lead distribution, email marketing, auto-responders, and an auto-preview dialer. It costs $34 to $732 per month and is best for big insurance companies looking to streamline their inbound and outbound sales calls.
Radius Pros & Cons
Extensive third-party integrations
No mobile app available
Integrates sales, marketing, and VoIP processes
Does not provide an onboarding program
Specialized lead segmentation options for the insurance industry
Who Radius Is Best For
- Big insurance businesses that need to manage their agents: Radius has tools to track the progress of agents and manage their commissions. They can also view and group clients under various insurance carriers to organize their day-to-day operations.
- Insurance companies looking to streamline inbound and outbound sales calls: Radius has a built-in telephony system that streamlines sales calls, including call recording, group calling, and call queuing.
Radius’ pricing plans are based on two tiers: Leads + Clients (ranges from $34 to $292 per month) and Leads + Clients + VoIP (ranges from $78 to $732 per month). The plans differ in the number of users and call minutes, as well as access to advanced features such as a click-to-call dialer, call recording, and toll-free numbers.
Leads + Clients
Leads + Clients + VoIP
$34 to $292/month
$78 to $732/month
Unlimited Leads and Clients
Unlimited File Storage
Companies that are working with agencies can inquire about its customized plan, called Radius π. It is built according to your business needs and can include all of the other plans’ features, as well as different coverage types, custom form fields, lead temperature, open application programming interface (API), agency logo, and unlimited users.
Leads + Clients Plans
There are three plans under this pricing tier:
- Agent ($34 per month): The Agent plan has all of Radius’ basic features and inclusions, such as unlimited leads, email marketing, commissions, unlimited file storage, screen sharing, license tracking, and 2,000 text messages and 2,000 call minutes per month. Only one user may access the account under this plan.
- CSR ($68 per month): The CSR plan has all of the features included in the Agent plan plus additional ones like agent recruitment and lead distribution. Up to two users may operate an account under this plan.
- Broker ($149 per month): The Broker plan includes all CSR plan features and the only difference is its five-user allocation.
- Agency ($292 per month): The Agency plan also has the same features as the CSR and Broker plans, with the only difference being its offer of the 10-user allocation.
Leads + Clients + VoIP Plans
The Leads + Clients + VoIP plans include the same features as the Leads + Clients plans as well as additional telephony features. These features include a click-to-call dialer, preview auto-dialer, interactive voice response (IVR) and call groups, call recording, and voicemail-to-email. You can also get more numbers at an additional fee: local ($2 per number, per month) and toll-free ($3 per number, per month). The plans differ in the length of outbound and inbound calls you can make per month. The differences are listed below:
- Agent + VoIP ($78 per month): 3,000 minutes of outbound calls and 1,000 minutes of inbound calls per month
- CSR + VoIP ($156 per month): 6,000 minutes of outbound calls and 2,000 minutes of inbound calls per month
- Broker + VoIP ($369 per month): 12,000 minutes of outbound calls and 3,000 minutes of inbound calls per month
- Agency + VoIP ($732 per month): 24,000 minutes of outbound calls and 4,000 minutes of inbound calls per month
Radius Alternatives 2020
(Best Overall) Businesses wanting a life insurance-specific CRM with e-application and e-sign functionality
Teams wanting to organize policy applications, renewal dates, and group plan information
Financial service companies looking to convert website traffic into quote requests and applications
Insurance companies interested in creating their own custom forms, manage documents, and integrate with social media
Businesses wanting an inexpensive, robust and customizable CRM to manage contacts and deal flow
Last updated on 04/16/20
Radius’ features help insurance businesses manage leads and contacts. Below are some of its key features:
Radius automates various sales tasks, such as lead distribution, task assignment, text messaging, screen sharing, and generating quotes. Users can automate workflows and tasks based on each lead source, tags, insurance carrier, location, coverage type, and likelihood to buy.
Radius sends an auto-responder and starts a drip campaign whenever a new lead enters its contact list. The platform also has templates for newsletters, auto-responders, appointment reminders, birthday greetings, and drip emails.
Radius offers an integrated VoIP tool that enables users to make and receive calls within the platform while using local and toll-free numbers. You can record calls, create queue lists and call groups, and set up an IVR system. You can also access notes, files, and each contact’s history before starting a call.
Radius lets you customize the system based on your specific business needs and processes. You can define custom form fields, lead temperatures, client status, and more. You can also integrate Radius with your website, quote engine, lead vendor, or third-party app.
Summary of Radius Reviews
There are no Radius reviews available online as of the date this article was written (May 06, 2020). If you are a past or current Radius user, leave a review below to help those who are considering Radius for their businesses.
Radius Frequently Asked Questions (FAQs)
Does Radius have a mobile app?
No. However, you can access a mobile-friendly version of Radius through web browsers.
Is my data safe?
Yes. Radius has implemented industry-standard policies and procedures to protect your data, and all plans include SSL encryption and strong password requirements.
What resources do new Radius users have access to?
Radius provides tutorial videos and a help center. You can find specific tutorial articles through its built-in automatic assistant. If you need more help, the assistant can redirect you to a human customer support representative or you may call the support team through its hotline.
What third-party software can Radius integrate with?
Radius can integrate with third-party insurance software, such as AgentMethods and NinjaQuoter; social media platforms, including Facebook and Twitter; and screen sharing apps, like Screenleap.
Radius is a highly specialized platform for the insurance industry. Through its free trial version, I was able to view, manage, and assign leads based on sample insurance carriers and coverages. These features are not usually available in other sales automation or CRM software. Its third-party software integrations also focus on quote engines, actuarial services, and insurance website design.
If you are not sure if Radius is right for you, this article on the best insurance CRM software is a review of our top choices. Our team looked at a variety of solutions and narrowed down our recommendations based on price, contact management, phone dialers, call management, reporting tools, integrations, customization, and customer satisfaction.