Setting up the integration:
If FireLight is available to your practice, you will need to contact your firm or home office for setup instructions.
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:
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