RadiusBob (Radius) is a cloud-based agency management system for insurance agencies, with lead & marketing automation, built-in VoIP, and quoting-tool…
RadiusBob (branded as Radius, now offered as an AgencyBloc solution) is a cloud-based agency management system built for insurance agencies of all sizes, product lines, and geographies. It consolidates the tools agencies otherwise run separately into one system: sales automation (lead distribution rules, task assignment, workflows, and quote-engine integrations), marketing automation (auto-responders, email drip campaigns, text messaging, newsletters, and direct mail), and integrated VoIP calling through Twilio (click-to-call, an auto preview dialer, call recording, local/toll-free numbers, and IVR). Organization tools include a built-in calendar, task management, an email dropbox, and time-stamped notes and history tracking. Agencies can customize the system with custom form fields, an open API, third-party app integrations, and their own branding. Radius integrates automatically with insurance-specific quoting tools such as NinjaQuoter, Compulife Software, and IXN, and can import leads directly from more than 30 internet lead vendors. The company states Radius meets HIPAA compliance requirements, with data encrypted in transit and at rest, two-factor authentication, daily backups, and role-based access controls.