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Redtail Technology > News > Integrations > Updated integration with Healthpilot!

Updated integration with Healthpilot!

Category: Integrations
Redtail Blog Feature Graphic - Integration News

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.

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