Radiusbob

Frequently Asked Questions

Danielle Bond

Clu Connors

 Interested in Radius? Check out Frequently Asked Questions or dive into an overview of what Radius has to offer.

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An Overview of the Your Radius Account Settings Options that help control certain aspects of Radius

Account Settings

How Radius keeps your system compliant with the new CMS guidelines

CMS Guidelines & Radius

The Radius Calendar can help your agency manage the day to day activity with tasks and reminders

Calendar Overview

Give your clients the ability to access their policy documents and websites with the Client Access Portal

Client Access & Summary Page

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Agent Recruitment

Create Call Queues

Build Custom Field Dropdown

Run Email Unsubscribe Report

Creating and Using Tags

Creating Coverage Types, Custom Data Fields & Custom Tabs

Get your account details set up in Account> My Information and more

Account Settings Overview

Sending Mass Emails

Choose Custom, Saved, Revenue, Status, Policy & Call Reports

Report Features

Adding Leads & Clients

Radiusbob keeps families together...and doctors and lawyers and beneficiaries... through Linked Records.

Using Linked Records

Using Radius Email Dropbox

Here for the first time? See how Radius can help; market leads, manage clients and support your agents.

What is Radius?

Create a landing page for a website through Radiusbob

Build Landing Pages

Here's a checklist of things to review now that you've activated

Best Practices for New Active Accounts

Watch an Overview of Radius Features

What is the Difference in Plan Options?

A quick tour of the Radiusbob CRM so you know where everything is

Where's That? A Very Boring But Useful Tutorial

Sign Up Page Questions

No Contracts, No Sign Up Fees, No Cancellation Fees!

How Radius' key features work, and how to access them.

Radius' key features explained

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Track the progress of all tickets related to your company.

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.