Radiusbob Review (2026)

Radiusbob is an insurance CRM with a built-in dialer, and for a P&C agency the honest verdict is that it's a partial fit at best - it's Life & Health/Medicare-first and built for outbound, not inbound P&C reception. This review covers what Radiusbob does, what it costs, what it integrates with, and where it fits. The short version: Radiusbob works purchased leads outbound for L&H agents, while an AI receptionist answers the inbound calls and documents them.

All facts below are sourced from Radiusbob's public materials and publicly available information.

Key takeaways

• What it is: insurance CRM with a built-in VoIP dialer (Twilio-powered), AgencyBloc-owned, built for Life & Health and Medicare agents.
• Best for: L&H and Medicare agents needing a CRM with lead management and an outbound dialer.
• vs Sonant: complementary where they overlap - outbound dialing vs inbound answering - but the bigger gap is the vertical (L&H, not P&C).
• Watch-outs: L&H/Medicare-first; outbound-focused; no native retail P&C AMS write-back.
• Bottom line: a strong outbound L&H CRM; not an inbound P&C reception tool.

TL;DR

Radiusbob (BOB = "Book of Business") is an insurance CRM founded in 2010 and acquired by AgencyBloc in 2023. Built primarily for Life & Health agents - including the Medicare and senior market - it combines lead management, drip marketing, and a built-in VoIP dialer (Twilio-powered).

Best for: L&H and Medicare agents needing a CRM with an outbound dialer and lead management.

Less of a fit for: retail P&C agencies needing native AMS write-back (EZLynx, Applied Epic, HawkSoft, AMS360).

Pricing: CRM only $34–$292/month; CRM + VoIP $78–$732/month (by user count).

Implementation: Self-service setup; 15-day free trial.

1. What is Radiusbob?

Radiusbob is an insurance CRM with a built-in VoIP dialer (Twilio-powered), built primarily for Life & Health agents - including the Medicare and senior market. It combines lead management, drip marketing, and outbound calling, from $34/month (CRM) or $78/month (CRM + VoIP). The honest fit note for a P&C reader is the vertical: Radiusbob is L&H/Medicare-first with only some P&C use, and it's an outbound CRM - it doesn't answer your inbound phone or write to a P&C AMS.

2. Who uses Radiusbob?

Radiusbob reports 8,000+ agents as of its 2023 AgencyBloc acquisition. Its public materials describe Life & Health and Medicare agents working purchased leads. The typical user wants lead management plus outbound dialing in one tool - a different job from answering inbound P&C calls, which a voice-first AI receptionist handles.

3. How much does Radiusbob cost?

Radiusbob publishes transparent pricing: CRM-only plans run $34–$292/month, and CRM + VoIP plans run $78–$732/month by user count, with VoIP plans starting at 3,000 outbound and 1,000 inbound minutes. The price covers CRM and outbound dialing; inbound P&C call handling with AMS documentation is a separate need.

4. Key features

• Insurance CRM with unlimited leads and clients
• Built-in VoIP dialer (click-to-call, auto-dialer, call recording)
• 30+ lead-vendor integrations with auto-import
• Email and SMS drip campaigns
• Life-insurance quote-engine integrations (Compulife, Ninja Quoter)
• Commission and E&O license tracking
• Agent recruitment and management tools

Communication channels: built-in VoIP dialer (Twilio), SMS, email, auto-responders.

Conversation design: CRM workflows with lead distribution, drip campaigns, outbound dialing.

Insurance terminology handling: Life & Health (Medicare, senior market, health plans).

Feature breakdown

5. How long does it take to implement Radiusbob?

Radiusbob offers self-service setup with a 15-day free trial, so an L&H agent can be importing leads quickly. The fast part is the CRM and dialer; what it doesn't do - for a P&C agency specifically - is answer inbound calls or post to a retail P&C AMS, which is a separate tool.

6. What does Radiusbob integrate with?

Radiusbob integrates with 30+ lead vendors (auto-import), life-insurance quote engines (Compulife, Ninja Quoter), Google Apps, and Office 365. It does not list native connectors for major retail P&C AMS platforms (EZLynx, Applied Epic, HawkSoft, AMS360), so for P&C AMS write-back from inbound calls you'd need a different tool.

7. Compliance and security

Radiusbob reports being HIPAA capable, with 2FA, 2048-bit SSL, and encrypted backups - appropriate for the health data L&H agents handle. For a P&C agency, confirm whether a SOC 2 report is available; for industry context, see the Insurance Information Institute.

8. Pros and cons for insurance buyers

Pros:

• CRM + dialer in one - unlimited leads/clients with a built-in click-to-call/auto-dialer.
• Lead-vendor native - 30+ lead sources auto-import.
• L&H quote engines - Compulife and Ninja Quoter integrated.
• License and commission tracking built for agents.

Cons / where it may fall short for retail P&C agencies:

• L&H/Medicare-first - not built for P&C, with only some P&C use.
• Outbound-focused - it dials leads; it doesn't answer your inbound phone, and there's no native retail P&C AMS write-back.

9. When Radiusbob fits an insurance buyer

Radiusbob fits a Life & Health or Medicare agent who works purchased leads and wants CRM, drip marketing, and an outbound dialer in one place. If outbound lead management is your job and L&H is your vertical, it's a strong, purpose-built option.

10. How Radiusbob and an AI receptionist fit together

Radiusbob works leads outbound (mostly L&H/Medicare); an AI receptionist answers inbound. For a P&C agency the bigger gap is the vertical - Radiusbob is L&H-first. Where they overlap, they're complementary: outbound dialing vs inbound answering. See Sonant vs Radiusbob and lead-generation strategies for agents.

Verdict

Radiusbob is a strong outbound CRM-and-dialer for Life & Health and Medicare agents working purchased leads. For a P&C agency it's a partial fit at best - it's L&H-first and outbound-focused, not inbound P&C reception. If your need is answering inbound P&C calls with AMS documentation, that's a different, P&C-specific tool.

Related reading

• Sonant™ vs Radiusbob alternative
• Best Voice AI Insurance Vendors‍
• AI Receptionists for Insurance Agencies: Buyer’s Guide
• ‍100 AI Tools for Insurance Agencies (2026 Guide)

Disclaimer

Radiusbob is a trademark of its respective owner. Sonant™ is not affiliated with or endorsed by the owner of Radiusbob. This review was created using publicly available information about Radiusbob and Radiusbob's public materials. We encourage readers to visit the official Radiusbob website for the most current product information. Last verified: 2026-06-15.