RIO Genesis
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Broker Management
- Financial Dashboard
- GCI/CCI/ACI Tracking
- Risk Mitigation
- Worklfow Templates
- Compliance Management
- Custom Reporting
- Account Management
- Custom Dashboard
- Custom User Permissions
- Import/Export Data
- Activity Logs
- Transaction Management
- Contact Management and Marketing
- Expense Tracking
- Client Tracking
- Shortsale Management
- Automated Recruiting
- Custom Drip Campaign Builder
- Email Notifications
- Internal Chat
- e-Signature
Pricing Info
Pricing Info
RIO Genesis offers three enterprise pricing plans for users to choose from. Give the details a look, and select the best plan for your company:
RIO Professional – $99/month
- 10 User Accounts
- Unlimited Transactions
- Unlimited Documents and Photos
- Customized User Permissions
- Import/Export Data
- Activity Logs – Audit User Activity
- Company Document Library
- E-Signatures
- Online Offer Submission
- Offer Management
- Transaction Vaulting
- Auto Tasking
- Email Notifications
- Expense Tracking
- Client Tracking
- Automated Bid Requests
- Shortsale Management
- Profile Visible to Asset Managers
- Facebook & Twitter Integration
- Agent Web Pages
RIO Office – $299/month
- All RIO Professional features
- 25 User Accounts
- Custom Dashboard – Based on User Role
- Financial Dashboard
- GCI/CCI/ACI Tracking
- Risk Management
- Automated Workflow
- Office Compliance
RIO Office Complete – $499/month
- All RIO Office features
- 50 User Accounts
Integrations
Integrations
RIO Genesis integrates with the following business systems and applications:
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
RIO Genesis software uses data and technology to create a competitive advantage and optimize your business performance.
Company Email
Contact No.
Company's Address
2875 St Rose Parkway, Suite 100
Henderson, NV 89052
USA
RIO Genesis Comparisons
Popular RIO Genesis Alternatives
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Activity Tracking
- Business Analysis Tools
- Commission Management
- Data Backup
- Customized Fields
- Drip Email Marketing
- Easy-to-Use Dashboard
- Email Tracking
- Event Automated Messaging
- Industry-specific CRM
- Lead Form Builder
- Procedure Management
- Real Time Analytics and Updates
- Sales Monitoring
- Two-Factor Authentication
- Work-flow and Task Automation
- Quoting
Pricing Info
AgencyBloc offers several enterprise pricing options for users to choose from. Give the details a look, and select the best plan for your business. The Grow Plan starts at $109/month
With AgencyBloc, you’ll always get:
- 24/7 access to your data from anywhere on any device
- Unlimited, off-site storage & data backup every 4 seconds
- Serious security—HIPAA, bank-grade encryption, & two-step verification
- Dedicated onboarding & data migration specialist
- Free customer support & help center with videos and step-by-step articles
Add Commissions+ to:
- Import commission statements
- Assign multiple payees, including hierarchies
- Track by revenue type
- Agent statement access
- Uncover missed commissions!
- Create projections & compare actual vs. expected
- Custom reports & real-time analytics
Integrations
- Zapier
- All Web Leads
- Intulse
- Employee Navigator
- Ease
- Five9
- Laser App
- NextGen Leads
- ProspectZone
- DataWerx
- Datalot
- Client Circle
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
United American Financial Inc., Barra & Associates LLC, Integrity Senior Benefit Advisors LLC
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
AgencyBloc is an agency management system with CRM, commission processing, marketing and other tools specific for health and life insurance agencies.
Company Email
sales@agencybloc.com
Contact No.
Company's Address
201 Washington St,
Cedar Falls, IA 50613,
USA
AgencyBloc Comparisons
Popular AgencyBloc Alternatives
Both RIO Genesis and AgencyBloc were evaluated by a group of independent SaaS experts who prepared a thorough study of all key elements of every product. Their final rating was calculated by means of unique SmartScore algorithm which gives a separate partial score to each factor including: main functionalities, client support, mobile device support, security, customer satisfaction as well as media presence. Here at FinancesOnline we are aware that useful features are not the only aspect crucial to a business so we do our best to pay attention to all sides of a app prior to calculating its final rating.
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