ABOUT Healthpilot “Healthpilot is a game-changing platform for attracting and retaining Medicare-eligible clients. Our simple referral tool solves your clients’ Medicare needs—optimizing their coverage and getting enrolled in a great plan in no time. And all you have to do is send a referral. Easy. “
WHAT ARE THE INTEGRATION POINTS BETWEEN HEALTHPILOT AND REDTAIL CRM?
The integration between Healthpilot and Redtail allows Redtail users to quickly upload a list of their clients into the Healthpilot portal to facilitate quick and easy referrals for clients to access the Healthpilot Medicare enrollment platform.
DETAILS ON INTEGRATION SETUP AND USAGE Redtail’s documentation on this new integration is available here.