Redtail Quote & Apply Integration

TLDR

View life insurance quotes and apply online from within RedTail beginning 4/19/2020.

Steps to get started

Enable life insurance quoting in Redtail by going to your RedTail integrations page

Redtail Integration Screen

Add your National Producer Number (NPN)

Redtail Add NPN Screen

BackNine uses your NPN to obtain your contact information and insurance licenses. You’ll only be able to quote in the states you are licensed. Your NPN is also how BackNine knows you’re the agent for the quote/eApp.

Launch Quote & Apply when viewing a contact in Redtail

Redtail Select Integration Screen

Then view quotes and apply online

Redtail Use Integration Screen

Notes

There’s no cost to use Quote & Apply or cost to integrate. For BackNine or Quote & Apply questions please contact your marketing manager or BackNine’s Redtail integration point of contact Josh Elohim / [email protected] / (805) 413-7568.

BackNine