Policy Renewal Outreach for RIA Firm Administrators with Redtail CRM
The Problem
RIA Operations policy renewals sneak up — the broker misses the 60-day window to remarket and the client takes the carrier increase.
What We Build in Redtail CRM
AI tracks every renewal date in Orion, remarkets at 90 days, drafts the client renewal package with options, and books the review call — retention climbs and premiums stay competitive. Purpose-built for teams running Redtail CRM — uses the native API or agent integration so nothing leaves the system of record.
Redtail CRM Integration Approach
Audit your Redtail CRM configuration
We map the specific Redtail CRM objects, custom fields, and workflows the automation needs to touch for your ria operations practice.
Build on the Redtail CRM API or agent
Integration happens inside Redtail CRM — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in Redtail CRM with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Redtail CRM instance
30-minute call. We'll look at your actual Redtail CRM setup and show exactly how this workflow fits.