Radiusbob
The All-In-One Insurance CRM.
Overview
Radiusbob is an all-in-one insurance CRM and agency management platform designed to help agents automate their business. It combines contact management, sales automation, marketing tools, and policy tracking in a single system. Key features include a VoIP phone system, email marketing, workflow automation, and a client portal, aimed at helping agents save time and grow their book of business.
✨ Key Features
- Lead and client management
- Integrated VoIP phone system
- Email and text message marketing automation
- Commission tracking
- Reporting and analytics
- Mobile app
🎯 Key Differentiators
- Integrated VoIP phone system
- Affordable pricing
- Focus on independent agents and small agencies
Unique Value: A single platform that combines CRM, VoIP, and marketing automation, eliminating the need for multiple, disparate systems.
🎯 Use Cases (4)
✅ Best For
- An all-in-one CRM and automation platform for independent insurance agents and small agencies.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Large enterprises needing deep, complex agency management features like advanced accounting.
🏆 Alternatives
Offers a more integrated communication and CRM solution at a more affordable price point compared to larger, more complex systems.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Phone Support
🔒 Compliance & Security
💰 Pricing
✓ 14-day free trial
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