life Insurance Information
We should be able to put all information concerning a Life Insurance Policy into our CRM. Face Amount, Issue Date, Premium, Death Benefit, Beneficiaries, Rating.
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!
-
Reid Tattersall
commented
I believe these features exist now.
BackNine integrates with Redtail so your insurance cases through BackNine appear within your Redtail account. We specify the type of insurance (life, LTC, disability, annuities) and for each type there are product specific fields that are sent over and appear within Redtail. For example, for life, you'll see death benefit amount and beneficiaries and for LTC you'll see monthly benefit amount, elimination period, etc.
https://help.back9ins.com/a/Redtail-Quote--Apply-Integration