Redtail & Annuities Genius Integration Guide

To set up the Annuities Genius integration with Redtail:

Select the Redtail option and enter your Redtail CRM credentials (this step only needs to be done once).

6.After logging in, search for contacts and import their information, including email, phone, state, and more.

7. Click on the contact card to import information to Annuities Genius.

The contact will appear in Annuities Genius Client Management System along with their email, state, phone number, gender, date of birth, and information about the spouse (if applicable).

This integration enables seamless data transfer from Redtail to Annuities Genius, helping streamline client data management for annuity sales.

If you run into any issues or need assistance, our support team is here to help. You can reach us directly at 949-600-7707, and one of our representatives will be happy to assist you.

Alternatively, you can use the “Need Help” chat bubble within the platform for immediate support.

Thank you for choosing Annuities Genius, we’re here to ensure you have a smooth experience.