Healthpilot!: “A game-changing platform for attracting and retaining Medicare-eligible clients.”
WHAT ARE THE NEW INTEGRATION POINTS BETWEEN HEALTHPILOT AND REDTAIL CRM? New integration points between Healthpilot and Redtail CRM include:
- Single Sign-On (SSO) from Redtail CRM into Healthpilot
- the ability to send an email referral to your client right from within Redtail. This email will include a link for your client to access the Healthpilot technology to select Medicare coverage.
DETAILS ON INTEGRATION SETUP AND USAGE Redtail’s documentation on this updated integration is available here.