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New Integration with BackNine Insurance!

Category: Integrations
integration updates

BackNine Insurance simplifies the selling of life, long term care, disability, and annuities. They now offer a Quote and Apply integration with Redtail CRM!

BackNine Insurance

ABOUT BackNine Insurance
BackNine’s Quote & Apply solution is a multi-carrier consumer facing quoting and eApplication software for insurance sales!. For more information, visit the BackNine Insurance website here.

WHAT ARE THE INTEGRATION POINTS BETWEEN BACKNINE AND REDTAIL CRM?

Advisors can launch the Quote & Apply eApplication software for contacts from within Redtail. Some of the contact’s basic information necessary to complete the process are pre-populated to reduce data entry and time required.

DETAILS ON INTEGRATION SETUP AND USAGE
Redtail’s documentation on this new integration is available here.

Redtail dog with a headset

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