These videos are intended to dip your toe into the possibilities you've unlocked as a Radius subscriber. Jump in with the attached articles/videos and then dive deep in a client work session to get live assistance.
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#10- Just 1 Thing: Check Your Email Connection
Why? Organize your day with call lists which can be automated by Radius.
Give Me More! Create Call Queues
#9- Just 1 Thing: Setting Up SOA/ACA Forms
Why? Radius's Electronic Scope of Appointment, Permission/Consent to Contact & ACA Attestation, lets your clients sign, submit, and save their required documents as a PDF with digital timestamp— no paper, no chasing signatures, all compliant.
#8- Just 1 Thing: Add and Manage Carrier Documents
Why? Add carrier documents for easy access for your agents, and to attach in email communications.
Give Me More! Managing & Creating Carriers, Products & Commissions
#7- Just 1 Thing: Add Attachment to Email
Why? Add downloadable schedule of benefits, marketing brochures and more
Give Me More! Email Template Creation
#6- Just 1 Thing: Saved Rows For Email Templates
Why? Create signature lines, disclaimers and any other content you'll use frequently in your emails for easy use.
Give Me More! Create Email Templates
#5- Just 1 Thing: Saved Reports for People Turning 65 in the next 3 months
Why? Target & enroll new Medicare clients from simple saved reports.
Give Me More! Reports, Saved Reports To Dashboard, Policy Reports
#4- Just 1 Thing: Lead Routing Rules
Why? Get leads to the right agents in a round robin fashion. You can base these rules on state licenses, product offerings and much more. This video shows how to do so based on the analytic table of Language Preference.
Give Me More! Lead Routing Rules
#3 - Just 1 Thing: Lead Sources & Analytics
Why? Ever wonder which of your lead sources are actually worth the money? Today we're covering Lead Sources and Analytics — one setting that unlocks better reporting, real ROI tracking, and smarter, more personal messaging to your leads.
Give Me More! Analytics, Reporting, Automated Workflows
#2 - Just 1 Thing: Security Options Review
Why? Security is paramount always, but you have certain requirements depending on the products you sell such as HIPPA requiring an auto-log out after inactivity. You also can restrict agents from downloading reports and accessing records other than the ones they need. Learn about the 3 main customizable security areas: User Permissions, Location Security Groups and Login Requirements.
Give Me More! Security Features
#1 - Just 1 Thing: Status Disposition Review
Why? Well-used status dispositions are more actionable for items like workflows and reports. Even if you don't want to be too fancy with using those features, they just make it easier to track people through the sales pipeline and maintain a good book of business.
Give Me More! Status Options, Reports, Automated Workflows