Quick Start Guide

Radius is a Online Book of Business Management application that has been designed and built for the Independent Agent or Broker Agency whom wants to manage Leads, Clients, Marketing, Tasks, Commissions, Renewals and Multiple Agents online. Our goal is to deliver a software that first and foremost is simple to use and keeps to the basics of what an agent needs to manage their book, but not spending their entire day in doing so. We have kept Radius simple while giving agents the flexibility to customize Radius as needed. We also kept ease of use in mind at that is why we want to guide you through the setup which will allow you to maximize Radius while only having to focus on Getting Started once. So, here's a quick start guide to get you going with a little explanation of some of the methods we suggest to start managing your book of business with Radius.

At it's core, Radius is based around these five elements, Products, Commissions, Carriers, and Leads & Clients. Products include an agents Original Commission (one time) and Renewal Commission (recurring) that each sale could bring. Products are assigned to Carriers. For example if you sell AARP MedicareComplete, it is product assigned to the carrier, UnitedHealthcare. As agents enter Leads or Clients into Radius, Products can be assigned to each lead and the Commission values are added which generates the Potential Commission Values. Click on any Icon or Headline to build that particular element

Look for the Question Mark Icon (?) throughout Radius. Click on it for Help Instructions that will guide you along the way.

Building your Book of Business within Radius starts with Insurance Carriers. The company's whose products you sell. An example may be that you offer health insurance through UnitedHealthcare, but you sell multiple health plans that have various commissions (which is defined in Step Two).

After building your Insurance Carriers, now you can add insurance products to your Book of Business that can be assigned to your Leads or Clients. In the Products section, you will define Plan Types, Names, Carriers, Commissions and Renewals.

For those of you whom have selected a Radius plan that allows for multiple agents, the third step is a good time to add Agents into the system. Your account type will determine the number agents that can access your Book of Business. Radius will let you know how many agents are currently accessing Radius and how many can still be added. Each Agent has their own profile, username and password with system limitations. Agent Profile types can NOT add Tags, Products, Carriers or change any Radius settings. These controls were put into place give you complete control of your Book of Business.

Your Popular Tags or Tag Cloud is a valuable tool that allows each Lead and Client within Radius to have specific key words or terms that group Leads and Clients together. Leads and Clients can have multiple tags that are easily added and removed as needed.

After going through the first four steps you have a great foundation within Radius to start adding Leads & Clients. Click on the Leads or Clients tab in the main navigation then look for the Add Lead or Add Client button to build your Book of Business.

Start building your Book of Business to grow your revenue. May the Force be with You!