Looking for a solution to help your clients build an adequate plan to manage their affairs once they've gone? Financial and insurance advisors have a valuable role to play to their clients plan for every contingency.
Everplans is a technology that gives financial professionals the additional tools they need to help their clients organize, store and share all their legal, financial, healthcare, personal and digital information – all in one, convenient place. Everplans Pro users can now securely import their entire client list from Redtail into their Everplans account with a few simple clicks.
Watch this recorded session to learn all about Everplans and how it can integrate with your Redtail CRM!
Does something in the video look different than your screen? Redtail's Development team is continually releasing updates to the Tailwag CRM. See this post for the most up to date descriptions of new features and recent issue fixes. For recorded videos that overview CRM system updates, click here.