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Radiusbob

★★★★☆ 4.0 (250 reviews)
Automation Cloud Based
Subscription $34-$292/month

Overview

A CRM and lead management system built specifically for insurance agents and agencies to manage policies and sales.

Key Features

  • Lead management
  • Policy tracking
  • VoIP dialer
  • Email marketing
  • Workflow automation
  • Commission tracking
  • Reporting
  • Document storage

Pros

  • Built for insurance agents
  • Integrated dialer
  • Policy tracking
  • Affordable

Cons

  • Niche market
  • Basic interface
  • Limited customization
  • Small development team

Radiusbob Pricing Plans

Agent

$34/mo

  • ✓ 1 user
  • ✓ lead management
  • ✓ dialer
MOST POPULAR

CSR

$68/mo

  • ✓ 2 users
  • ✓ policy tracking
  • ✓ workflows

Broker

$149/mo

  • ✓ 5 users
  • ✓ email marketing
  • ✓ reporting

Agency

$292/mo

  • ✓ 10 users
  • ✓ advanced features
  • ✓ priority support

Company Info

Founded2012
HeadquartersAtlanta, GA

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$50/month or $350/year (save $250)

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