--- title: "How to Migrate from Radius (RadiusBob) to unLocked CRM" description: "The complete migration guide from Radius (RadiusBob) to unLocked CRM. CSV export instructions, field mapping, and a 30-day cutover plan with zero downtime." url: https://unlockedcrm.ai/blog/how-to-migrate-from-radius-to-unlocked-crm canonical: https://unlockedcrm.ai/blog/how-to-migrate-from-radius-to-unlocked-crm category: "Migration Guides" published: 2026-04-16 author: "Jacob Lock" source: unLocked CRM — AI CRM for insurance agents --- # How to Migrate from Radius (RadiusBob) to unLocked CRM ## TL;DR Migrating from Radius (RadiusBob) to unLocked CRM takes 2–6 weeks with free US-based onboarding. Standard sequence: export contacts/policies/commissions as CSV, map fields, reconnect carriers, run dual-system 30 days, then sunset Radius (RadiusBob). Zero downtime, full rollback available. Switching insurance CRMs is high-stakes. Lose the data, lose the agency. This guide is the **complete migration playbook from Radius (RadiusBob) to unLocked CRM** — including export steps, field-mapping tables, a 30-day cutover plan, and the rollback safety net. ## TL;DR Migration from Radius (RadiusBob) to unLocked CRM takes **2–6 weeks** depending on agency size. unLocked CRM includes **free US-based onboarding** with a dedicated migration specialist who handles CSV mapping, carrier reconnection, and historical commission seeding. Most agencies complete cutover with **zero data loss and no downtime.** ## Why Agents Switch from Radius (RadiusBob) - No native multi-carrier quoting (940+ carriers in unLocked CRM) - No autonomous AI voice calling (Agent AI in unLocked CRM) - Limited commission reconciliation - No native SOA, A2P, or HIPAA workflows - Hits scaling ceiling past 3–5 agents ## Pre-Migration Checklist 1. **Audit your Radius (RadiusBob) data** — contact count, policy count, pipeline stages, custom fields, automations. 2. **List your active carriers** — confirm coverage in unLocked CRM's 1,252 integrations. 3. **Export historical commission statements** (12–24 months) for Commission+ seeding. 4. **Document active workflows and automations** — these will be rebuilt in unLocked CRM (or replaced with the 472+ pre-built assets). 5. **Identify your migration window** — most agencies cut over the first week of a calendar month. ## Step 1: Export from Radius (RadiusBob) 1. Log into Radius and go to Settings → Export Data. 2. Export Leads, Policies, Notes, and Custom Fields as CSV. 3. Download call recordings and notes from the Communications log. 4. Export your dialer disposition history for pipeline reconstruction. 5. Pull commission statements from your carriers separately (Radius has limited commission storage). ## Step 2: Field Mapping Standard mapping from Radius (RadiusBob) to unLocked CRM: | Radius (RadiusBob) Field | unLocked CRM Field | Notes | | --- | --- | --- | | Lead Name | Contact (First/Last) | Splits on space | | Email | Email | Direct | | Phone | Phone | E.164 normalized | | Status | Pipeline Stage | Mapped to insurance-specific stages | | Source | Lead Source | Direct | | DOB | Date of Birth | ISO 8601 | | Policy Type | Product Line | Mapped to unLocked taxonomy | | Carrier | Carrier | Mapped to unLocked carrier ID | | Premium | Premium | Direct | | Notes | Timeline Note | Preserved chronologically | ## Step 3: Import into unLocked CRM Your migration specialist runs the CSV import in batches: 1. **Contacts first** (deduplicate against existing records). 2. **Policies next** (match to contacts by email or phone). 3. **Pipelines and pipeline stages** (mapped to insurance-specific defaults or custom). 4. **Notes, tasks, and timeline events.** 5. **Historical commissions** (seed Commission+). ## Step 4: Carrier Reconnection unLocked CRM ships with 1,252 carrier integrations. During migration, you reconnect carrier credentials so quoting, commission feeds, and policy updates resume without interruption. ## Step 5: Rebuild (or Replace) Workflows Most Radius (RadiusBob) workflows can be replaced with one of the **472+ pre-built workflows** in unLocked CRM (welcome sequences, renewal nurtures, T65 pipelines, AEP outreach, lapse-warning drips). Custom logic carries over via the workflow builder. ## Step 6: 30-Day Dual-Run Run both systems in parallel for 30 days: - **Days 1–7:** Import + reconnect carriers + verify data integrity. - **Days 8–14:** Train team, replicate critical workflows, route new leads to unLocked CRM only. - **Days 15–21:** Migrate active deals and pipelines. - **Days 22–30:** Sunset Radius (RadiusBob) read-only; validate commission reconciliation. - **Day 30:** Full cutover. Cancel Radius (RadiusBob) subscription. ## Rollback Plan Keep Radius (RadiusBob) read-only for 90 days post-cutover. If anything goes wrong, you can re-export and re-import. Most agencies never use the rollback — but it's there. ## What unLocked CRM Replaces - Radius (RadiusBob) CRM - Most third-party quoting tools - Spreadsheet-based commission tracking - Standalone calling/SMS platforms - Standalone AI calling tools - A2P 10DLC registration vendor (free in unLocked CRM) ## Bottom Line Migrating from Radius (RadiusBob) to unLocked CRM is the single highest-leverage tech decision most insurance agencies make in 2026. The platform consolidation alone often saves $400–$1,500/mo, and agencies report 18–31% revenue lift in the first year from improved speed-to-lead, AI calling, and commission recovery. ## FAQ ### undefined ### undefined ### undefined --- Source: [How to Migrate from Radius (RadiusBob) to unLocked CRM](https://unlockedcrm.ai/blog/how-to-migrate-from-radius-to-unlocked-crm) — unLocked CRM, the AI CRM built for insurance agents. Citation permitted with attribution and a link to https://unlockedcrm.ai/blog/how-to-migrate-from-radius-to-unlocked-crm.