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Elizabeth Cacaj

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  1. Link up with fixed index annuities from insurance companies like AVIVA, security benefit life, Allianz, american equity, ING, NAwal, LSW etc

    64 votes
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    3 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    Elizabeth Cacaj commented  · 

    For fixed and VA's it would be beneficial to link to the custodian, however, the ability to add the account and the value manually would be a great feature in the meantime. Currently, the account value does not total into the Portfolio Balance. We have a lot of client's that strictly have Fixed/VA Business only, but their Portfolio Balance shows as $0. From an overview of our book of business, these clients do not show as "priority".

    Elizabeth Cacaj supported this idea  · 

  2. Add feature to upload files through the mobile RedTail

    19 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Elizabeth Cacaj supported this idea  · 

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