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.

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

ABOUT this webinar
Topic: Offer Life & LTC Insurance Inside Your Redtail CRM Now!
Description: Imagine being able to cross sell life insurance and long term care to all your clients inside of Redtail. The solution is available now! Once turned on in Redtail you will be able to run life insurance quotes in seconds and apply in minutes! You will also be able to pre-fill 50% of the quote and application by pulling from your Redtail CRM.

1741-OAT-9/23/2022

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.

In September of 2022, our Building Your Tech Stack webinar series will focus on partners in the Advisor Tools 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.

Advisor Tools

In a September 20th Building Your Tech Stack webinar with Bento Engine, we’ll be considering the below:

Bento Engine + Redtail CRM: Technology Powering Human Engagement

Since our last joint discussion, the integration between Bento Engine and Redtail CRM has empowered more financial advisors to deliver timely, relevant advice to families across the wealth spectrum. Through a robust API connection to Redtail CRM, Bento provides advice engagement technology and a complete library of compliance pre-approved content and communication tools that enable you to engage all of your clients and prospects during key milestones in their life when financial advice matters the most.

In this webinar, we will share advisor best practices for delivering advice relevant to your clients and prospects through Redtail CRM, which helps you build deeper client relationships, more loyalty, and more referrals.

It’s time to bring advice beyond investing to more families so they can thrive and advisors’ practices can grow.

Register now for this webinar on September 20 at 10:00 am Pacific.

Insurance software

In a September 27th Building Your Tech Stack webinar with BackNine Insurance, our topic is:

Offer Life & LTC Insurance Inside Your Redtail CRM Now!

Imagine being able to cross sell life insurance and long term care to all your clients inside of Redtail? The solution is available now! Once turned on in Redtail you will be able to run life insurance quotes in seconds and apply in minutes! You will also be able to pre-fill 50% of the quote and application by pulling from your Redtail CRM. Join us for an educational webinar to learn more about our revolutionary life insurance software!

Register now for this webinar on September 27 at 10:00 am Pacific.

ABOUT this webinar
Topic: Building Your Tech Stack – Ladder
Description: Life insurance for your clients in 5 minutes or less

We know that life insurance can be time consuming, and many times, clients can get stuck in the process, or worse, fail to complete it. Join Diana Angelini, Head of Ladder for Advisors to talk about how advisors are using Ladder to get their clients covered with term life insurance and focus on a holistic financial plan.
With Ladder, you can share your custom link with clients and find out if they qualify for instant coverage in less than 10 minutes.

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

In January of 2022, our Building Your Tech Stack webinar series will focus on partners in the Forms and Insurance categories. Descriptions of those partner categories along with the partners we focus on in our webinars this month are below.

Forms software

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. And, in some cases data gathered via forms can be pushed back over into contact records within Redtail.

In a January 4 Building Your Tech Stack webinar with PreciseFP, we’ll be considering the below:

Enhancing your CRM experience with PDF Templates w/ PreciseFP and Redtail CRM

Introducing PDF Templates from PreciseFP! Come learn how to use fillable PDFs such as a client fact finder for populating data in Redtail CRM as well as other software. We will share best practices on using PDF templates in PreciseFP for streamlining data entry and updates across your entire tech stack.

Register now for this webinar on January 4 at 10:00 am Pacific.

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 a January 18 Building Your Tech Stack webinar with Ladder Life, we’ll be considering the below:

Life insurance for your clients in 5 minutes or less

We know that life insurance can be time consuming, and many times, clients can get stuck in the process, or worse, fail to complete it. Join Diana Angelini, Head of Ladder for Advisors, to talk about how she uses Ladder to get her clients covered with term life insurance and focus on a holistic financial plan. With Ladder, you can share your custom link with clients and find out if they qualify for instant coverage in less than 10 minutes.

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

Ladder Life: Ladder offers term life insurance through an easy online experience at a competitive, fully-underwritten price, with coverage that can flex as needs change. Ladder takes the traditional 6-8 week process down to a digital-first experience that can be completed in minutes from the comfort of home.

ABOUT Ladder Life “Ladder is redeeming life insurance for the digital consumer. The first company to use data and AI instead of medical exams and brokers, Ladder is the easy way to get quality life insurance online with no hidden fees and the flexibility to change or cancel your coverage anytime. Founded in 2015, Ladder leverages AI and a direct-to-consumer, full-stack approach to make term life insurance as fair and accessible as it can be.”

WHAT ARE THE INTEGRATION POINTS BETWEEN LADDER LIFE AND REDTAIL CRM? 

This new integration offers advisors quick and easy access to their Ladder Dashboard and Coverage Calculator from Redtail CRM, as well as the ability to easily send an email Quote invitation to Redtail clients from within the CRM.

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