ABOUT Annuities Genius: “Annuities Genius provides annuity illustration software for financial advisors and annuity agents. The platform saves time, increases sales, and builds trust through a more efficient and client-centric approach to annuity sales.”
WHAT ARE THE INTEGRATION POINTS BETWEEN ANNUITIES GENIUS AND REDTAIL CRM?
The Annuities Genius integration will sync data from Redtail CRM to Annuities Genius CRM, with the following fields imported into Annuities Genius.
- id
- first_name
- last_name
- gender
- addresses.0.state
- emails.0.address
- phones.0.number
- dob
- spouse_name
DETAILS ON INTEGRATION SETUP AND USAGE Redtail’s documentation on this new integration is available here.
2935-OAT-10/26/2023
