Log in or Create a profile

  • Support Home
  • Public Discussion
  • Knowledge Base
  • Go to Radius | Online Book of Business →

Radius | Online Book of Business Support

Home → Knowledge Base → FAQ →

Can I Export my Radius Book of Business?

Yes and actually it is pretty easy!
Within the Account screen is the link to Export the existing book of business for Leads and Clients. This function is placed there so only the Account Owner or Admins can access this, not general agents / users.
Section:
FAQ
Last Updated:
07 Feb, 2010 05:50 PM
  • What do I need to use Radius?
  • Can I Import my existing Book of Business?
  • Can I Export my Radius Book of Business?
  • Is there a lengthy Contract Agreement?
  • FAQ

    • What do I need to use Radius?
    • Can I Import my existing Book of Business?
    • Can I Export my Radius Book of Business?
    • Is there a lengthy Contract Agreement?
    • View all
  • Getting Started

    • Quick Start Guide
    • Leads
    • Clients
    • Alerts
    • Commissions & Renewals
    • View all (5 more)
  • Pricing & Plans

    • Payments & Billing
    • Plan Types
    • Contract & Cancellation
    • View all
  • Integration

    • Quote Engine Integrations
    • Agent & Agency Website Integration
    • View all

Recent Articles

Quote Engine Integrations
Tagging Leads & Clients
Contract & Cancellation
Agent & Agency Website Integration
What do I need to use Radius?

 

Is there a lengthy Contract Agreement?
Custom Form Fields
Can I Import my existing Book of Business?
Can I Export my Radius Book of Business?
Plan Types

Powered by Tender™.