Trey Ryan
My feedback
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27 votes
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73 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 Trey Ryan
commented
This would be very helpful since most of our accounts are at the same company but the managers and strategies are differenct
Trey Ryan
supported this idea
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When creating a new account the Widget should be smart. If you are creating a life insurance policy it should automatically populate the field you actually use for life insurance (death benefit, premium, policy date, etc.) it should do the same thing for all other insurance products as well as brokerage accounts. There is no reason you should have to click on several separate sections just to create one new account. It should give you everything you need in one screen.