Radiusbob

Generate, Sign & Send Scope of Appointment

Electronic Scope of Appointment

Color Code, Create & Edit Task and Reminder Categories

Task & Reminder Categories and Appointment Outcomes

Set Up Tutorials

Gmail Integration Setup

use or change the defaults or choose to manually update lead  temperatures

Lead Temperatures

Use the Client Self Service Portal and the Rx Tab to have clients update and add their prescriptions to their file.

Client Prescription Updates

Clu Connors

Danielle Bond

Customize Radius with marketing campaigns, import lead data, setup commissions, send emails and more.

Configure Radius

Set Account Logo, Name & Time Zone

Email, Columns, Calendar & Other Settings

Add website links & file attachments to your CRM

Custom Website Links & File Attachments

Managing & Creating Carriers, Products & Policies

User Permissions, IP User Locations, 2 factor authentication, password requirements and more

Security Features

Account Setup

Create Status Options & Status Groups

How to track deceased clients & why you have to keep them

Tracking Deceased Clients

Status Options and Status Groups

Create Lead Routing Rules

Email Templates: Add An Attachment

UHC provided templates for IFP Prospecting & Client Retention are available for use for mass email, direct messaging and automated workflows

UHC IFP Prospecting & Client Retention Templates, Emailing & Workflows

Marketing to Leads and Managing Clients

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