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Generate more leads with the PolicyBazaar + Redtail integration
PolicyBazaar / Redtail
Integrations

Generate more leads with the PolicyBazaar + Redtail integration

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LeadsBridge is a reliable integration platform that supports you with 370 integrations. Start now connecting PolicyBazaar and Redtail

Quick summary of PolicyBazaar

Policybazaar is online life insurance and general insurance aggregator. Policybazaar is specialized in making a comparative analysis of the insurance products of various insurance policies based on price, quality and key benefits. Policybazaar empowers customers with comparative and accurate information on Insurance products combined with solution driven customer service. Their technology backed service is convincing and adds value to our customers. Using the industry knowledge, service-offering expertise and technical capabilities, this software development solutions leading to financial security and competitive returns. Policybazaar has built strong relationships with all prominent public and private insurance companies across India. The partners of this company are from life insurance, health insurance, car insurance, travel insurance, corporate insurance, and loan sectors.

PolicyBazaar makes buying insurance easy. You can get free insurance quotes, compare plans based on their premium and features side-by-side. You can choose from the largest selection of insurance plans from leading insurance companies. You can select the most suitable plan and purchase it online through this platform.

PolicyBazaar offers the widest variety of insurance plans comprising of both life and general insurance. In life insurance, you can compare Pure Protection plans, Pension Plans, Child Plans, Investment Plans. You can compare Health Insurance or Mediclaims plans, Car insurance and Travel insurance as well as Home Insurance. Policybazaar also compares financial services including personal loans and home loans and offers end-to-end support for these services right from application to disbursal of loans.

Quick summary of Redtail

Redtail CRM is a web-based software designed exclusively for financial professionals. This Intuitive and user-friendly software is used by financial advisers and financial management companies to track their customers' data and the activities they perform for them. Redtail aims to simplify work flows and automate client management.

This CRM helps users quickly access any information they need. It can generate customer and account reports.

Users can also send messages and attachments to groups of leads or potential leads. The CRM software provides useful information such as the marketing campaign that generated a lead or a potential prospect. Redtail CRM offers the possibility of organizing seminars and allows users to manage and track them all in one place.


What you can do with PolicyBazaar and Redtail

Create new Redtail contacts in tags with PolicyBazaar

Update Redtail contacts in tags with PolicyBazaar


Other popular Redtail integrations offered by LeadsBridge

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