Account feed integration with Nationwide
We have many clients with accounts at Nationwide that do not feed into Red Tail. It would be helpful if Nationwide was an option on the integration list.
Anonymous
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
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.