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Join Us Every Thursday at 12PM (PST) to receive a Guided Tour of Radius. Yes, we have the technology to shrink Clu to the proper size to allow him to host these calls every week from inside the computer. RSVP Here: http://ow.ly/UqUX50jPiOR 

Radius allows for direct text messaging to leads & clients through manual text and through Automated Workflows. Mass text messages are not allowed per state and federal regulations, so we’ve built one-to-one relationships only. Send directly to leads or clients in their File. Note that the cell # must be in their Cell field. Due […]

Some of our clients use outside telemarketing companies and push vetted leads into Radius. If you’re using a 3rd party telemarketer, you won’t want them to have access to your database. You can use Web Forms to allow data from a 3rd party to be pushed in while keeping your database secure. Alternatively, you can […]

Radius has several reports that are pre-built, as well as Custom Reports & Saved Reports. See screenshots below, but check out details in this tutorial VIDEO. When you create saved & custom reports, you’ll be able to create bulk updates. Say you need to update the Status of a recent import file in bulk or […]

Do you insurance that’s specific to certain age ranges? We’ve covered using Date Triggered Marketing to reach out to people turning 65 in our recent Featured Features on Facebook & Twitter. But did you know that we also have Mass Emails with Date Ranges? Ideas for using this feature: *People turning 26 that need individual […]

You can send Mass Emails to Clients with a specific Carrier to send them the updated plan information for 2019. 1) Upload the Carrier Documents in Settings> Carriers> Edit the Carrier> Go to the Documents tab and upload the file. Choose at least Email as an option of where to view that document. TUTORIAL 2) Go […]

Open Enrollment is upon us! Radiusbob.com can do so much to help you with it that it may seem overwhelming. So we’ve come up with a Featured Features Tip of the Day. Follow us on Twitter or Facebook to learn more about Radius’s potential. Topics will include: Emailing existing clients with Carrier Specific 2019 plan documentation Marketing to Age […]