In January of 2022, our Building Your Tech Stack webinar series will focus on partners in the Forms and Insurance categories. Descriptions of those partner categories along with the partners we focus on in our webinars this month are below.
Forms software
Completing new account paperwork and eliminating NIGO items is likely an ongoing challenge for someone in your office. The ability to push good data from Redtail CRM into your form-filling software can greatly reduce some of the frustrations involved.
Form-filling software integrations typically allow a significant number of data fields to be pushed from any contact in Redtail and mapped to any built-out forms in your form-filling software. And, in some cases data gathered via forms can be pushed back over into contact records within Redtail.
In a January 4 Building Your Tech Stack webinar with PreciseFP, we’ll be considering the below:
Enhancing your CRM experience with PDF Templates w/ PreciseFP and Redtail CRM
Introducing PDF Templates from PreciseFP! Come learn how to use fillable PDFs such as a client fact finder for populating data in Redtail CRM as well as other software. We will share best practices on using PDF templates in PreciseFP for streamlining data entry and updates across your entire tech stack.
Register now for this webinar on January 4 at 10:00 am Pacific.
Insurance software
If insurance is a component of your business, you understand the value of the software you use for quote preparation, quote adjustment, tracking client progress through the underwriting process, etc.
When your insurance software is integrated with Redtail CRM, you can streamline application times and significantly reduce the potential for clerical errors to delay your processes.
In a January 18 Building Your Tech Stack webinar with Ladder Life, we’ll be considering the below:
Life insurance for your clients in 5 minutes or less
We know that life insurance can be time consuming, and many times, clients can get stuck in the process, or worse, fail to complete it. Join Diana Angelini, Head of Ladder for Advisors, to talk about how she uses Ladder to get her clients covered with term life insurance and focus on a holistic financial plan. With Ladder, you can share your custom link with clients and find out if they qualify for instant coverage in less than 10 minutes.
Register now for this webinar on January 18 at 10:00 am Pacific.
