Radiusbob
By Simple Shapes, LLC
Radiusbob is a cloud-based CRM and lead management platform designed specifically for life and health insurance agents and agencies. The name “Radiusbob” stands for “Radius Book of Business,” reflecting its core mission to help insurance professionals manage their client relationships, sales pipelines, and communications in one centralized system. The platform integrates CRM tools, VoIP telephony, marketing automation, and workflow customization to streamline agency operations.
Radiusbob was founded in 2010 by Clu Connors, who identified a gap in the insurance industry for a CRM tailored to the unique needs of brokers and agents. Headquartered in Las Vegas, Nevada, the company grew steadily by offering a niche solution that replaced spreadsheets, manual follow-ups, and disconnected tools with a unified platform. Over the years, Radiusbob expanded its feature set to include call recording, SMS messaging, appointment scheduling, and HIPAA-compliant data handling.
Radiusbob has operated as a privately held company with limited public disclosure of its funding rounds. It was acquired by AgencyBloc on February 1, 2023, marking a strategic consolidation in the insurance technology space. While specific valuation figures were not disclosed, the acquisition was positioned to enhance AgencyBloc’s capabilities in front-office automation and lead management. Radiusbob’s inclusion in industry databases like Tracxn and PitchBook suggests it was part of a competitive landscape of over 250 insurance tech companies that collectively raised over $1.3 billion.
Radiusbob offers a robust suite of features tailored to insurance agencies:
These features are designed to reduce software overhead and improve operational efficiency for agencies of all sizes.
The acquisition by AgencyBloc was a major milestone in Radiusbob’s growth. AgencyBloc, founded in 2008 and headquartered in Iowa, is a leading provider of back-office solutions for insurance agencies. By acquiring Radiusbob, AgencyBloc aimed to integrate Radiusbob’s front-office capabilities—like lead distribution, texting, and VoIP—with its own policy and commission management tools. This merger is expected to result in a more comprehensive platform for insurance professionals.
Radiusbob has consistently added features based on user feedback and industry needs. Recent innovations include:
While Radiusbob does not currently use AI, its automation tools are rule-based and highly customizable.
Radiusbob has maintained a customer-centric culture, focusing on simplicity, affordability, and industry-specific functionality. The company emphasizes data privacy, user empowerment, and compliance, especially in regulated sectors like health insurance. Its support model includes live training, webinars, and a self-service Help Center, reflecting a commitment to user education and autonomy.
Radiusbob serves a diverse user base that includes:
The platform is used across the U.S. and internationally, including Canada, the UK, and parts of Latin America. While it does not support Arabic or other non-English languages natively, it remains accessible globally via browser-based translation tools. The Radiusbob community is active in webinars, boot camps, and feedback forums, contributing to ongoing product development.
