Radiusbob vs Workganic: Insurance CRM Comparison
Radiusbob pairs an insurance CRM with built-in VoIP at a low per-seat price. Workganic costs more and goes deeper on policies, quoting, phones, and mail.
Two insurance CRMs with different ambitions
Radiusbob — officially just Radius — is a longtime life and health insurance CRM: lead distribution, autoresponders, drip email, texting, license tracking, and optional built-in VoIP. AgencyBloc acquired it in early 2023, though it still sells separately under its own pricing; we compare the parent platform in AgencyBloc vs Workganic.
Workganic is also insurance-specific but broader: eight apps — CRM, Phone, Schedule, Mail, Files, Marketing, Batch, and Print — writing to one client timeline. The deciding difference in this close matchup is depth versus seat price; for the wider field, see the best CRMs for insurance agents.
| Radiusbob | Workganic | |
|---|---|---|
| Pricing | CRM plans $34–$292/mo (1–10 bundled users); VoIP plans $54–$392/mo; FMO/IMO tiers quoted privately | $79–$149/month solo plans; $199–$249 per user/month team plans |
| Free trial | 15 days, no contracts | 30 days; annual billing is 12 months for the price of 10 |
| Telephony | Click-to-call (2,000 min); VoIP plans add recording, voicemail drop, call queues, preview/progressive dialing, IVR | Softphone and deskphone, crystal-clear call recording, automatic AI transcription, screen pop; Power Dialer from Professional |
| Quoting | Quote engine integration (third-party tools) | Built-in health quoter running carrier rules and real rate tables |
| Policy records | Lead and client management; commission tracking on CSR plan and up; license tracking | Coverages, beneficiaries, payments, commissions, riders, loans, cash values; carrier-portal sync (Professional+) |
| Email marketing | Autoresponders, drip campaigns, newsletters | Blast campaigns and drip workflows from Professional; recovery touches on lead forms |
| Print mail | Direct mail listed among marketing automation features | Dedicated Print app: composer, 40+ merge tags, print and mailing queues |
Radiusbob pricing and features from radiusbob.com and the official Radius help center, as of June 2026.
Pricing: Radiusbob is hard to beat on seat cost
As of June 2026, Radiusbob bundles users into plans: Agent is $34/month for one user, CSR $68 for two, Broker $149 for five, and Agency $292 for ten. The VoIP versions run $54, $88, $249, and $392, with FMO and IMO tiers quoted privately. Per seat, the multi-user VoIP plans land around $39–$50 per user per month. Every plan includes unlimited leads and clients, month-to-month billing with no contracts, and a 15-day trial.
Workganic costs more: $79–$149/month solo plans and $199–$249 per user/month team plans, with a 30-day free trial and annual billing at 12 months for the price of 10 (see pricing). The platform itself spans the CRM client timeline, the built-in health quoter, a phone system with two-way texting and built-in AI call transcription, print mail, batch tools, and file storage that reads every scan and PDF so you can search what's inside; the Power Dialer and email marketing arrive at Professional, and Agency adds the Marketing app, multi-agent dialing, supervisor listen and barge, team features, and client-facing scheduling. If CRM plus a dialer is the whole requirement, Radiusbob's seat math wins; Workganic's case is consolidation — see what a full stack costs.
Where the platforms actually differ
The biggest gap is the policy record. Radiusbob's materials describe lead and client management, commission tracking (CSR plan and up), license tracking, and agent recruitment. Workganic makes the policy a first-class record — coverages, beneficiaries, payments, commissions, riders, loans, cash values — with a one-click sync that refreshes it straight from the carrier portal (Professional plan and up).
Quoting follows the same pattern. Radiusbob connects to third-party quote engines. Workganic builds the quoter in: a structured health profile backed by a catalog of roughly 200 conditions and 2,200+ medications, evaluated against each carrier's application questions, drug rules, and real rate tables, with ranked, source-cited recommendations. See the best life insurance quote tools.
Marketing is closer than it looks. Radiusbob ships autoresponders, drip campaigns, and newsletters on every plan; Workganic includes email marketing — blast campaigns and drip workflows — from the Professional plan, though it offers no license tracking or agent-recruitment features. Its Marketing app (Agency plan) adds lead capture: multi-step forms that only ask the questions that apply to that visitor, text-message code verification so the phone number is real, A/B experiments, a website builder, and automated recovery (up to 10 email or text touches per form). Workganic counters on paperwork: it pulls the text out of every uploaded document so scans and PDFs become searchable, and the Print app runs letters with 40+ merge tags through print and mailing queues.
On the phone, Radiusbob's base plans include an outbound-only click-to-call dialer; the VoIP plans add recording, voicemail drop, call queues, preview/progressive dialing, three-way calling, and IVR. Workganic's Phone app pairs a softphone and deskphone with dual-channel recordings — each side of the call on its own track, so playback is clean — transcribed automatically, caller-ID screen pop, per-client routing, and one-press voicemail drops; the Power Dialer (Professional and up) keeps your line alive all session, and the Agency tier adds team pools with instant dedupe plus supervisor listen and barge.
Which should you choose?
When Radiusbob is the better choice
- Per-seat budget is firm: multi-user VoIP plans run roughly $39–$50 per seat as of June 2026, a fraction of Workganic's $199 per user team pricing.
- You want email nurture on the lowest-cost seats — autoresponders, drip campaigns, and newsletters come with the $34 plan; Workganic's email marketing starts at the $149 Professional plan.
- You need CRM-plus-dialer basics: unlimited leads and clients, texting, and click-to-call cover a simple workflow.
- You want license tracking, agent recruitment, or lead distribution for a downline — FMO and IMO tiers bundle 20 to 50+ seats.
When Workganic is the better choice
- ✓You track real policy data — coverages, beneficiaries, riders, loans, cash values, and commissions as structured records, not free-form notes.
- ✓You quote health-underwritten products and want a built-in quoter running carrier rules and rate tables instead of a third-party integration.
- ✓Every call is recorded, transcribed automatically, and filed on one timeline next to texts, letters, files, and policy changes.
- ✓You send physical mail — composer, merge tags, print queues, and mailing labels are built in, and every returned document becomes searchable the moment you scan it in.
Frequently asked questions
How much does Radiusbob cost?
As of June 2026, CRM plans run $34/month (1 user) to $292/month (10 users); VoIP versions run $54 to $392/month, with FMO and IMO tiers quoted privately. All plans have a 15-day free trial and no contracts.
Is Radiusbob still an independent company?
No. AgencyBloc acquired Radius in early 2023. Radius is still sold as its own product with its own plans and pricing.
Does Workganic have a power dialer like Radiusbob's?
Radiusbob's VoIP plans include preview/progressive dialing. Workganic's Professional plan adds a Power Dialer that keeps your line alive all session with one-press voicemail drops; the Agency tier adds multi-agent pools with instant dedupe.
Can Workganic send email newsletters like Radiusbob?
Yes. From the Professional plan ($149/month), Workganic includes email marketing — blast campaigns and drip workflows. Radiusbob includes autoresponders, drip campaigns, and newsletters on every plan, starting at $34/month. Workganic also runs automated recovery messaging on lead forms, up to 10 touches per form.
Run them side by side
Bring a real case to Workganic's 30-day free trial — quote it, dial it, and mail the letter from one timeline.
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Competitor and third-party names and marks belong to their owners. Pricing and feature details about other products reflect public list information as of June 2026 and may have changed — always confirm on the vendor’s site. Workganic capabilities described here reflect the platform as shipped today.
Sources: Radiusbob plans and pricing (official) · Radius help center: plan options (official) · AgencyBloc acquires Radius (official announcement)