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radiusbob
United States
เข้าร่วมเมื่อ 27 เม.ย. 2011
AUTOMATE YOUR INSURANCE AGENCY IN 5 MINUTES
While nothing should ever be a ‘set it and forget it’, Radius has come as close as you’ll ever want to be in having a software solution managing the heavy lifting. Leaving you and your team more time to write business.
Radius has everything your agency needs to Make and Receive calls directly from the system, without having to use another phone provider. Click-to-Call, Auto Preview Dialer, Local & Toll Free Numbers, Voicemail to Email, IVR, Call Routing, Call Groups, SMS/Text Messaging and more...
While nothing should ever be a ‘set it and forget it’, Radius has come as close as you’ll ever want to be in having a software solution managing the heavy lifting. Leaving you and your team more time to write business.
Radius has everything your agency needs to Make and Receive calls directly from the system, without having to use another phone provider. Click-to-Call, Auto Preview Dialer, Local & Toll Free Numbers, Voicemail to Email, IVR, Call Routing, Call Groups, SMS/Text Messaging and more...
Reports & Filter Lists for Targeted Marketing
Learn how to use Filter Lists & Saved Reports (and more) for targeted marketing. Specific examples include location, aged leads, age specific reports, policy reports & more.
มุมมอง: 23
วีดีโอ
Day 4: Automated Workflows for open enrollment
มุมมอง 3921 วันที่ผ่านมา
This covers how to create workflows for the purpose of open enrollment. It also discusses creating tags, call queues, & email templates to support the workflows.
Day 3 Appointment Booking & Reminders
มุมมอง 3621 วันที่ผ่านมา
Learn about using Radius's Appointment Scheduler for your open enrollment needs. Leads & Clients can book appointments from your availability, then receive confirmation emails and text messages, with reminder messaging as well. This training covers: Creating specific task categories, Creating Appointment Scheduling Links, Creating Appointment Reminders, Creating Email Templates and Landing Pages.
Day 2: Compliance Requirements & Feature Solutions
มุมมอง 4721 วันที่ผ่านมา
You have a lot of compliance regulations to follow this year! Radius has ways to help. Send, track & store SOA & ACA Consents/Attestations. Use texting & dialing in a productive & compliant way. Learn more in this training.
Commissions: Add Clients &/or Policies from commission statement imports
มุมมอง 392 หลายเดือนก่อน
This video covers Radius's feature that allows you to: *Create a client and/or policy from a carrier's commission statement *How to set up an automated workflow to notify the assigned agent to update the client/policy details.
Create Clients and Policies From Commission Statement Imports
มุมมอง 542 หลายเดือนก่อน
You can now add clients & policies into Radius directly from your carrier commission statements in our Commission module. Click the plus sign, associate the proper client, set up the policy. You can even have an automated workflow notify your agents to review the person's file and make any necessary updates.
UnitedHealthcare IFP Templates and Radius: Pilot Program Training
มุมมอง 772 หลายเดือนก่อน
UnitedHealthcare has provided several, approved email marketing templates that currently are only available in Jarvis and now can be added into Radius for you. If you are contracted with UHC for IFP plans, let us know and we can add these templates into your Radius account for member communications. This is a pilot program only with limited templates. Watch the training, start using the templat...
Newly Added: Saved Row Feature for Email Templates (6/2024)
มุมมอง 472 หลายเดือนก่อน
A new video will be created for Email Template Creation that includes this nugget, but in the meantime, check out this convenient addition to our template builder. Saved Rows helps you...save rows. Such as signature lines, disclaimers and more.
Featured Feature: July 4 Mass Email Tips, Tricks & Best Practices
มุมมอง 282 หลายเดือนก่อน
Learn how to use mass email in Radius, factoring in compliance, email limits, creative use of the template features, and tips for a successful message. This one focuses on a 4th of July message in advance of the holiday.
Overview of Commissions Products and Carrier Features March 2024
มุมมอง 586 หลายเดือนก่อน
This week's featured feature shows an overview of *the way to enter policy details on a lead/client record *how tracking specific details impacts other functionality like the commission reconciliation module and automated workflows *Carrier set up best practices *Product set up best practices *An overview of the basic product set up and what's available on the AMS plan's Enhanced Commissions fe...
2024 AEP Debrief: Updating Products & Commissions
มุมมอง 576 หลายเดือนก่อน
This video will cover how to update products and commissions as they change year by year, how to update specific client policies and more.
2024 AEP Debrief: Commission Module & Revenue Report Reconciliation
มุมมอง 646 หลายเดือนก่อน
We review how to import commission statements into the system, then how to pull a revenue report to use for reconciliation. This is part of the 2024 AEP Debrief series.
2024 AEP Debrief: Using Aged Lead Status and marketing
มุมมอง 326 หลายเดือนก่อน
Using Aged Lead Status and marketing throughout the year via mass email & workflows
AEP Debrief: Using Saved Reports to Update your Policies and more
มุมมอง 636 หลายเดือนก่อน
We cover using Saved Reports to update your Policy Renewal dates, review policy data for additional needed changes, and discuss how other reports can help you throughout the year.
Radius Appointment Scheduling & AutoGenerate SOA & ACA (February 2024)
มุมมอง 637 หลายเดือนก่อน
Take a deep dive into *Task & Category Creation *Creating Specific Appointment Schedulers *Adding the ability to AutoGenerate SOA or ACA Consent forms from the appointment sign up *Appointment Reminders (Email & Text) *Agent Specific Appointment Availability Links
Using Saved Reports To Update Policy Details
มุมมอง 709 หลายเดือนก่อน
Using Saved Reports To Update Policy Details
Appointment Scheduling with auto generation of ACA and SOA forms
มุมมอง 8710 หลายเดือนก่อน
Appointment Scheduling with auto generation of ACA and SOA forms
Call Queues Best Practices Featured Feature
มุมมอง 8110 หลายเดือนก่อน
Call Queues Best Practices Featured Feature
Appointment Outcomes/ Featured Feature
มุมมอง 4710 หลายเดือนก่อน
Appointment Outcomes/ Featured Feature
New Feature Update: Generate SOA & ACA Consent Forms from the Appointment Scheduler
มุมมอง 35811 หลายเดือนก่อน
New Feature Update: Generate SOA & ACA Consent Forms from the Appointment Scheduler
2023 Off To The Races: Open Enrollment & Radius: Day 5 Reports
มุมมอง 64ปีที่แล้ว
2023 Off To The Races: Open Enrollment & Radius: Day 5 Reports
Day 3 Calendar Appointment Scheduling and Reminders
มุมมอง 114ปีที่แล้ว
Day 3 Calendar Appointment Scheduling and Reminders
Off To The Races: AEP & Radius: Day 4 Templates and Automations
มุมมอง 102ปีที่แล้ว
Off To The Races: AEP & Radius: Day 4 Templates and Automations
Off To The Races: Open Enrollment & Radius: Day 2 Customization, SOA & ACA Consent, Rx Updates
มุมมอง 136ปีที่แล้ว
Off To The Races: Open Enrollment & Radius: Day 2 Customization, SOA & ACA Consent, Rx Updates
2023 Off To The Races- Open Enrollment & Radius: Day 1: Phones & Screenshare
มุมมอง 239ปีที่แล้ว
2023 Off To The Races- Open Enrollment & Radius: Day 1: Phones & Screenshare
Where's That? A Boring But Useful Tour of Radius
มุมมอง 389ปีที่แล้ว
Where's That? A Boring But Useful Tour of Radius
Can we import our current VOIP # into Radius?
@0:00 Overview @0:23 Necessary Set Up to Enable SOA/ACA Consent Forms @2:07 Add Appointment Scheduler with SOA @6:14 Set Up Generate SOA on a Single User plan @6:43 See how the person will book the appointment & sign the SOA @8:20 Mulit-User plans and AMS plan options set up of Generate ACA @8:46 Create Appointment Scheduler with SOA (selecting the agent) and ACA Consent @10:00 Have agents add their calendar link into their profile @10:20 Check out how the calendar links can be added into email templates @11:11 Edit Task & Reminder Categories @12:00 Add Appointment Reminders
Great video, thanks Danielle.
Need spoofing dailer im reseller
I need Dailer
I need dailer
🤩 P r o m o S M
Please mute everyone next time...
Whatever you do, don't use lead 2 client. The software is just too buggy and after 4 months I had to cancel my subscription for the second time. They dont keep their promises either. Horrible experience and total loss for me. Good luck to all. CRM's are mission critical for us agents, so choose wisely
So excited!!!
Can I sort leads by address. Like closest to me?
which company owns this software
Running a business is hard. There are tools that make it easier. Such a tool is the CRM program. I myself in my company use Firmao software. This program makes it easy for me to manage my company. It makes it easier for me to connect with clients and that's the most important thing. I can honestly recommend it. They even have their own website, so you can check them out
The online Firmao CRM program we offer is a friendly and functional system for company management. It has been equipped with modules enabling the control of sales opportunities and activities related to sales. Our offer includes an online CRM system and an online ERP system that allows you to automate many business processes. Use and enjoy all the functionalities.
This software is amazing
I have entered commission and then it just dissapears. I actually run a report all the commision dates and amount are entered then I will go the next month to enter the new commissions and its all gone.......All that work for nothing I do not recommend this software
Works FABULOUSLY! Thanks a bunch!
Great Work!
Yo! Your platform is indispensable for those that know how to use it. I would love to talk to yall about my experience next year using your platform
This is awesome. Had no idea you guys were into Racing. I competed in this, didn't make the top 40 to move on but it was fun!
2:30 Skip to Ways to Dial: Manual, Call Queues, Lists & Saved Reports
4:39 Skip to 3 way calling & transfers
5:10 Client & Lead File Call Logs & Recordings
5:33 Skip to Call Logs
Do I have to manually put in my mailer leads
I think this is great but I am having a hard time staying focus and I have to do 4 more
Danielle, this is a great tool! I was testing it for myself. When I opened up my email, it kept on saying waiting for presenter. I was never able to get to screen share on my end thru my personal email. Does the sharer need to be the owner of the program?
Yes, as the Radius User, you will share your Screen with your Leads or Clients.
Looking forward to workout for solution, let me know when can we talk on vikas(@)gventure(.)net
Super!! Keep up the great work. I recommend checking out smzeus . c o m. It’s the fastest way to grow your channel!
0:00 Intro & Custom Reports
1:26 Status Reports
2:06 Policy Reports
2:21 Call Logs
2:56 Revenue Reports
4:06 Saved Reports
4:19 shows a more complicated spreadsheet import
0:00 starts the simple import process overview
11:55 Review of how those settings appear in your lead/client files.
10:20 How to Create Analytics Tables (Super Powered Custom Fields that allow for reporting, automated workflows and more)
9:40 How to Add Company Fields & Custom Dates
8:57 How to use Headers to organize custom tabs
7:57 How to Create Custom Tabs
0:06 Overview of features and where they show up in the lead/client file
2:58 How To Create Coverage Types & Custom Data Fields
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Can you guys change the tier year process. When you put in an amount when creating the product it auto puts it in when creating a client. Can we change it so it doesn't auto put it in