ABOUT this webinar
Topic: How Medicare Changes Your Financial Planning Conversation
Description: With Healthpilot’s integration in Redtail, find out how your clients’ Medicare plans can change your conversations about their financial plans. Healthpilot’s Shannon Granahan talks about Medicare and the impact the right (or wrong) plan can have on healthcare costs during retirement. You’ll learn why you want to make Medicare part of your financial planning conversations, when to bring it up, and how your clients can use Healthpilot’s free online platform to find an unbiased Medicare plan recommendation tailored for their needs.

Healthpilot is a free digital platform that helps your clients navigate the complexities of Medicare by finding a plan based on their healthcare needs and helping them enroll online in a few minutes. Healthpilot’s unbiased, accurate recommendations can provide your clients the reassurance that the plan they choose is the right one for their health and financial goals.

In October of 2022, our Building Your Tech Stack webinar series will focus on partners in the Form Filling and Insurance software categories. A description of each partner category along with the partner(s) we focus on in our webinars this month is below.

Form Filling

Completing new account paperwork and eliminating NIGO items is likely an ongoing challenge for someone in your office. The ability to push good data from Redtail CRM into your form-filling software can greatly reduce some of the frustrations involved.

Form-filling software integrations typically allow a significant number of data fields to be pushed from any contact in Redtail and mapped to any built-out forms in your form-filling software.

In an October 25th Building Your Tech Stack webinar with PreciseFP, we’ll be considering the below:

Enhancing your Client Engagement and Onboarding w/ PreciseFP and Redtail CRM

Do you need a better onboarding process with less manual data entry? Come learn how to onboard a client using a form template in PreciseFP, use that entry to prefill an account opening application and create a contact in Redtail CRM with no manual entry. We will share best practices on using PreciseFP to reduce NIGO and bad data in your Redtail CRM.

Register now for this webinar on October 25th at 10:00 am Pacific.

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Insurance software

If insurance is a component of your business, you understand the value of the software you use for quote preparation, quote adjustment, tracking client progress through the underwriting process, etc.

When your insurance software is integrated with Redtail CRM, you can streamline application times and significantly reduce the potential for clerical errors to delay your processes.

In an October 18th Building Your Tech Stack webinar with Healthpilot, our topic is:

How Medicare Changes Your Financial Planning Conversation

With Healthpilot’s integration in Redtail, find out how your clients’ Medicare plans can change your conversations about their financial plans. Healthpilot’s Shannon Granahan talks about Medicare and the impact the right (or wrong) plan can have on healthcare costs during retirement. You’ll learn why you want to make Medicare part of your financial planning conversations, when to bring it up, and how your clients can use Healthpilot’s free online platform to find an unbiased Medicare plan recommendation tailored for their needs.

Healthpilot is a free digital platform that helps your clients navigate the complexities of Medicare by finding a plan based on their healthcare needs and helping them enroll online in a few minutes. Healthpilot’s unbiased, accurate recommendations can provide your clients the reassurance that the plan they choose is the right one for their health and financial goals.

Register now for this webinar on October 18 at 10:00 am Pacific.

 

1804-OAT-9/29/2022

Healthpilot!: “A game-changing platform for attracting and retaining Medicare-eligible clients.”

WHAT ARE THE NEW INTEGRATION POINTS BETWEEN HEALTHPILOT AND REDTAIL CRM? New integration points between Healthpilot and Redtail CRM include:

• Single Sign-On (SSO) from Redtail CRM into Healthpilot
• the ability to send an email referral to your client right from within Redtail. This email will include a link for your client to access the Healthpilot technology to select Medicare coverage.

DETAILS ON INTEGRATION SETUP AND USAGE Redtail’s documentation on this updated integration is available here.

ABOUT Healthpilot “Healthpilot is a game-changing platform for attracting and retaining Medicare-eligible clients. Our simple referral tool solves your clients’ Medicare needs—optimizing their coverage and getting enrolled in a great plan in no time. And all you have to do is send a referral. Easy. “

WHAT ARE THE INTEGRATION POINTS BETWEEN HEALTHPILOT AND REDTAIL CRM? 

The integration between Healthpilot and Redtail allows Redtail users to quickly upload a list of their clients into the Healthpilot portal to facilitate quick and easy referrals for clients to access the Healthpilot Medicare enrollment platform.

DETAILS ON INTEGRATION SETUP AND USAGE Redtail’s documentation on this new integration is available here.