RadiusBob (Radius) is a cloud-based agency management system for insurance agencies, with lead & marketing automation, built-in VoIP, and quoting-tool…
Researched and fact-checked by Bartu Cavusoglu · Updated August 6, 2026
RadiusBob does not publish pricing tiers publicly; billing is by credit card and pricing requires contacting Radius/AgencyBloc directly for a quote.
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August 6, 2026
SaaSAgenciesAutomation
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.
Key Features
Sales Automation — Lead distribution rules, task assignment, workflows, text messaging, and quote-engine integrations for insurance agents.
Marketing Automation — Auto-responders, email drip campaigns, text messaging, newsletters, and direct mail campaigns.
Integrated VoIP — Built-in telephony via Twilio with click-to-call, an auto preview dialer, call recording, local/toll-free numbers, and IVR.
Organization Tools — Built-in calendar, task management, email dropbox, and time-stamped notes and history tracking.
Insurance Quoting Integrations — Automatic integration with NinjaQuoter, Compulife Software, and IXN quoting engines, plus 30+ internet lead vendors.
Customization & API — Custom form fields, an open API, third-party app integrations, and agency branding.
Pros & Cons
Pros
Purpose-built for insurance agencies, with lead distribution, task workflows, and quote-engine integrations rather than a generic CRM retrofit
Integrated VoIP via Twilio (click-to-call, auto dialer, call recording, IVR) is built directly into the platform at no extra vendor to manage
Automatically integrates with insurance-specific quoting tools (NinjaQuoter, Compulife, IXN) and 30+ internet lead vendors
States HIPAA-aligned security controls: encryption in transit/at rest, two-factor authentication, daily backups, role-based access
Backed by AgencyBloc, an established insurance agency software company, after being acquired as one of its solutions
Cons
Pricing tiers are not published on the website; agencies must contact sales to get a quote
Built specifically around insurance agency workflows, so it is not designed as a general-purpose CRM for other industries
Some bundled integrations (life insurance quoting engines) are only relevant to agencies selling those product lines