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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

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   4 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!

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   Paraclete Admin commented  ·  Jan 22, 2025  ·  Delete…

   Will this integration be available anytime soon? It would save a tremendous amount of time and help our Redtail CRM be much more efficient.

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   Paraclete Admin supported this idea  ·  Jan 22, 2025