Anonymous
My feedback
2 results found
-
15 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
An error occurred while saving the comment Anonymous
supported this idea
·
-
110 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
Anonymous
supported this idea
·
There are a lot of Nationwide representatives who have just gone independent and are utilizing Redtail as well as other software that they never were able to use before. Many of these accounts are FIXED accounts that can't be retrieved through vendors you already have integration ability with but represent a very large part of our books of business. Emoney allows us to retrieve these accounts directly from Nationwide's producer website very easily. If you would do the same that would make the most sense or work out an integration with DST who also has fixed account information. Thanks for your consideration.