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Redtail Technology > News > Integrations > Building your Tech Stack: Redtail’s October 2022 Partner webinars

Building your Tech Stack: Redtail’s October 2022 Partner webinars

Category: Integrations
Building Your Tech Stack webinar image

In October of 2022, our Building Your Tech Stack webinar series will focus on partners in the Form Filling and Insurance software categories. A description of each partner category along with the partner(s) we focus on in our webinars this month is below.

Form Filling

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.

In an October 25th Building Your Tech Stack webinar with PreciseFP, we’ll be considering the below:

Enhancing your Client Engagement and Onboarding w/ PreciseFP and Redtail CRM

Building Your Tech Stack webinar - PreciseFP

Do you need a better onboarding process with less manual data entry? Come learn how to onboard a client using a form template in PreciseFP, use that entry to prefill an account opening application and create a contact in Redtail CRM with no manual entry. We will share best practices on using PreciseFP to reduce NIGO and bad data in your Redtail CRM.

Register now for this webinar on October 25th 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 an October 18th Building Your Tech Stack webinar with Healthpilot, our topic is:

How Medicare Changes Your Financial Planning Conversation

Building Your Tech Stack webinar - Healthpilot

With Healthpilot’s integration in Redtail, find out how your clients’ Medicare plans can change your conversations about their financial plans. Healthpilot’s Shannon Granahan talks about Medicare and the impact the right (or wrong) plan can have on healthcare costs during retirement. You’ll learn why you want to make Medicare part of your financial planning conversations, when to bring it up, and how your clients can use Healthpilot’s free online platform to find an unbiased Medicare plan recommendation tailored for their needs.

Healthpilot is a free digital platform that helps your clients navigate the complexities of Medicare by finding a plan based on their healthcare needs and helping them enroll online in a few minutes. Healthpilot’s unbiased, accurate recommendations can provide your clients the reassurance that the plan they choose is the right one for their health and financial goals.

Register now for this webinar on October 18 at 10:00 am Pacific.



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Posted by: Redtail Technology
About: Redtail Technology, Inc. is a leader in web-based Client Relationship Management solutions for financial advisors.