Include Life Insurance in " Accounts"
I would like to include my life insurance clients in accounts, Face Amount, Premium, date issued, etc. and be able to add the cash value as part of the" balance" of all assets.
Ruben
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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Reid Tattersall
commented
You can manually add life insurance policies to Redtail, including Face Amount, Premium, date issued, etc.
BackNine automates this though so your cases through BackNine automatically appear within your Redtail account.
https://help.back9ins.com/a/Redtail-Quote--Apply-Integration
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Ed Zeller
commented
The cash value of all cash value policy types should be included as part of the "Balance" for all assets. The cash value of Fixed Annuities and Fixed Index Annuities should also be included in the "Balance".