Account Information
It seems the current "Accounts" tab under client contact is aimed at insurances. We deal a lot with annuities. Please add the following sections under accounts: surrender schedule, surrender charge, income benefit, death benefit, mortality and expense charge, administration charge, cost basis etc.
Sarah Todtenhagen
shared this idea
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!
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Anonymous
commented
As the leading CRM in the financial industry, It's nuts that RT doesn't have "Cost basis" or "Income Value" data entry fields under client's accounts.
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Anonymous
commented
A corollary to that is for insurance based accounts, to have them be consistent (i.e., term, WL, UL, IUL, VUL) with the available fields. It would be nice to see at a glance if a death benefit is level or increasing (not available on IUL for whatever reason) as well as underwriting rate class (currently only available on the term account option).