The leading CRM to financial advisors integrates new life insurance sales software to better serve users
Quote & Apply, the first and only multi-carrier, consumer-facing, quoting and e-application software for life insurance in the U.S. announced its integration with Redtail, the first cloud-based CRM for financial advisors.
Now, advisors using Redtail are able to expand upon their service offering with instant life insurance quoting and policy sales, ultimately enabling them to incorporate a crucial new element to their clients’ financial wellness plan.
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“Automating financial service professionals’ workflows and helping to scale their businesses will always be one of our goals at Redtail, and now we’re able to add yet another essential tool to our platform with Quote & Apply’s highly effective life insurance quoting and selling capabilities,” said Brian McLaughlin, CEO of Redtail Technology.
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Redtail currently works with over 200 integration partners, with Quote & Apply standing as one of a select few life insurance platforms within the CRM.
“At a time when so many financial advisors have abruptly transitioned to remote work, we’re eager to help ease the transition by creating greater access to life insurance sales opportunities through our software,” said Mark Tattersall, founder of Quote & Apply. “Now, advisors using Redtail have a unique opportunity to provide an additional value-add to their clients at a time when demand for fiscal security and preparedness is at an all-time high.”
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