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Redtail Technology > News > Integrations > New integration with Ladder Life!

New integration with Ladder Life!

Category: Integrations
integration updates

Ladder Life: Ladder offers term life insurance through an easy online experience at a competitive, fully-underwritten price, with coverage that can flex as needs change. Ladder takes the traditional 6-8 week process down to a digital-first experience that can be completed in minutes from the comfort of home.

Ladder Life logoABOUT Ladder Life “Ladder is redeeming life insurance for the digital consumer. The first company to use data and AI instead of medical exams and brokers, Ladder is the easy way to get quality life insurance online with no hidden fees and the flexibility to change or cancel your coverage anytime. Founded in 2015, Ladder leverages AI and a direct-to-consumer, full-stack approach to make term life insurance as fair and accessible as it can be.”

WHAT ARE THE INTEGRATION POINTS BETWEEN LADDER LIFE AND REDTAIL CRM? 

This new integration offers advisors quick and easy access to their Ladder Dashboard and Coverage Calculator from Redtail CRM, as well as the ability to easily send an email Quote invitation to Redtail clients from within the CRM.

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.