Commercial Quote Preparation for RIA Firm Administrators with Redtail CRM
The Problem
Quoting a new RIA Operations account means pulling loss runs, building exposure schedules, and sending submissions to 6 carriers — and the carriers that respond fastest win.
What We Build in Redtail CRM
AI builds the submission from the broker's intake, routes to carrier APIs via Orion, and assembles the quote comparison — submission-to-proposal time drops from 5 days to same-day. 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.