Generate more leads with the Microsoft OneDrive + RadiusBob integration

Microsoft One Drive is an online storing tool that allows you easily store and share photos, videos, documents, and more. With Microsoft One Drive you can connect to your files and documents anywhere, on any device, free. Just log in to your personal Microsoft account, and start storing and sharing files with your friends, partners and team members. Microsoft One Drive is already installed on Microsoft Windows, and it works on any device.

Thanks to its mobile app, you can easily sync all your files in real-time, and visualize them wherever you are, 24/7. When you upload a photo in One Drive, the system automatically categorizes them. Moreover, you can create albums, in order to easily come back and find what you are looking for. The notes you take on a PDF document allow you to underline, draw and sign each file on Microsoft Drive.

Microsoft Drive helps teams boost their productivity. In fact, when people work together from their own devices, on the same document, team members can visualize what the others are doing. Microsoft Drive offers different types of plans, for personal use or businesses.

RadiusBob is a lead management and customer relationship management tool specifically designed for insurance agencies and independent agents who need a navigable software that can increase their productivity and overall efficiency. RadiusBob allows agents to follow leads, track their commissions, establish work flows, and create highly customized marketing campaigns through emails, text messages, and more. RadiusBob also seamlessly integrates with a variety of third-party applications, ensuring you the maximum compatibility with the existing business software that an organization uses on a regular basis.

With RadiusBob you can send auto-responders in order to react as soon as a lead comes in. RadiusBob in fact, can be configured to send out different types of automatic messages, including immediate email responses, triggered email drip campaigns, and text messages. Through the RadiusBob interface, you have the ability to manage all of your clients and potential leads from the same convenient location. RadiusBob provides its users with a variety of tools that can be used to engage with leads and ensure that the sales process is handled smoothly. Users are able to establish work flows for common tasks that need to be accomplished, allowing you to stay focused on manual efforts elsewhere while the software works in the background to accomplish these tasks, requiring minimal oversight.

RadiusBob provides you with the ability to manage the agents that work at your insurance agency. For example, you will have the ability to recruit agents and manage them within the same system. You can store information about each agent just like you would be able to store information about clients and leads. Multi-user plans also allow you to set up automatic lead routing rules, send messages over to other agents, build an agency downline, and accomplish other tasks that are associated with having multiple agents working under your authority. Through these management features, you can automate even more aspects of the day-to-day tasks necessary for running an insurance agency. Moreover, RadiusBob, allows you to leverage marketing automation and reach your audience with the most relevant message for them.