---
title: Radius Bob Reviews
meta_title: 'Radius Bob Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how Radius Bob works for a business like yours.
aggregate_rating:
  rating_value: 5.0
  review_count: 1
  scale: '5'
date_modified: '2025-12-09'
parent_category:
  name: Insurance
  url: https://www.g2.com/categories/insurance
---


# Radius Bob Reviews
**Vendor:** Radiusbob  
**Category:** [Insurance Agency Management Systems](https://www.g2.com/categories/insurance-agency-management-systems)  
**Average Rating:** 5.0/5.0  
**Total Reviews:** 1
## About Radius Bob
Automate your insurance agency in 5 minutes.




## Radius Bob Reviews
  ### 1. Awsome CRM for insurance agents!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Shawn M. | Agent/Owner, Small-Business (50 or fewer emp.)

**Reviewed Date:** February 16, 2023

**What do you like best about Radius Bob?**

Radius is a daily part of my workday. It keeps me on top of my workload and focused on where I need to pay attention to move my prospects along. Integrating my calendar allows me to see each day's plan and automate scheduling for my clients.

**What do you dislike about Radius Bob?**

The email integration is lacking. I am forced to have email activity in multiple tools, and creating a one-off email is a task. No ability to easily attach documents or add videos.

**What problems is Radius Bob solving and how is that benefiting you?**

Radius keeps me organized with all the required activities involving client and lead tasks, reminders and custom dial queues. The built-in calendar tool allows me to quickly see who needs attention each day, which helps me keep important activities from falling through the cracks.



- [View Radius Bob pricing details and edition comparison](https://www.g2.com/products/radius-bob/reviews?section=pricing&secure%5Bexpires_at%5D=2026-08-07+20%3A51%3A25+-0500&secure%5Bsession_id%5D=78677b9c-cd9a-416e-a435-19028fe32395&secure%5Btoken%5D=1ee424f514d40305cb25140a7083583d345eba2c82ff871ee0086fbb98648a7c&format=llm_user)

## Radius Bob Features
**Administration**
- Accounting
- Contact Management
- Commissions
- Sales Tools
- Reporting & Statistics
- Payment Processing
- Email Integration
- Task Management
- Third-Party Integrations
- Accounting Integration
- Alerts/Notifications
- Calendar Management
- Pipeline Management
- Commission Management
- Email Management
- User Management
- Forms Management
- Invoice Management
- Workflow Management
- Document Management
- Contact Database

**Insurance Documentation**
- Claims Management
- Insurance Policy Management
- Invoicing & Receipts
- Electronic Signatures
- Client Management
- Lead Management

**Additional Functionality**
- Client Portal
- Access Controls/Permissions
- AI Copilot
- Audit Trail
- Search/Filter
- Commission Calculations
- Insurance Rating
- Activity Tracking
- API
- Customizable Templates
- Customizable Branding
- Document Storage
- Property & Casualty
- Configurable Workflow
- Life & Health
- Monitoring
- Status Tracking
- Customizable Forms
- Generative AI
- Document Templates
- Self Service Portal
- Reminders
- Customizable Reports
- SSL Security
- Customizable Fields
- Referral Tracking
- Quotes/Estimates
- Risk Assessment
- Email Marketing

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