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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.”

healthpilot-logo

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.

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.