Reid Tattersall
My feedback
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6 votes
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1 vote
An error occurred while saving the comment Reid Tattersall
commented
@jeff, you can now! https://help.back9ins.com/a/Redtail-Quote--Apply-Integration
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31 votes
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An error occurred while saving the comment Reid Tattersall
commented
You can manually add life insurance policies to Redtail, including Face Amount, Premium, date issued, etc.
BackNine automates this though so your cases through BackNine automatically appear within your Redtail account.
https://help.back9ins.com/a/Redtail-Quote--Apply-Integration
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34 votes
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An error occurred while saving the comment 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
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61 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 Reid Tattersall
commented
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
@Samantha, integrating BackNine allows you to launch the eApp using Redtail customers information for around 25 life/LTC insurance companies. Unfortunately Securian isn't one though.
The case data automatically feeds back into Redtail too.
https://help.back9ins.com/a/Redtail-Quote--Apply-Integration