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1. Laserapp - Memberships

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   45 comments  ·  Redtail CRM » Integrations  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   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!

   Karen Whittington supported this idea  ·  Feb 22, 2017
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   Karen Whittington commented  ·  Feb 22, 2017  ·  Delete…

   We have many cases where insurance/annuity clients have beneficiaries that are in other households. For example, a parent with 2 grown children who are primary beneficiaries, and 3 grandchildren who are contingents. The 2 grown children are heads of their own households. Currently, we can only send the client to LaserApp, and we have to manually type in the data for the other 5 individuals. This is not at all time efficient. If there is another way to fix this issue, I'm open to any ideas. Thanks!

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