Integration Name:
Integration Type:
Setting up the integration:
If FireLight is available to your practice, you will need to contact your firm or home office for setup instructions.
Integration functionality:
The integration between Redtail CRM and FireLight enables advisors to automatically pre-fill client information in FireLight applications, simplifying and expediting new business, post-issue, exchange and sub-pay processes. Within FireLight, advisors can quickly access, select and pull client and client-related contact information from their Redtail CRM, creating a streamlined in-good-order sales experience.
Insurance Technologies resources:
If you are looking for more Form-Filling Software, click here!
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