AI tools that work with Redtail
3 tools whose own site or docs describe an integration with Redtail. Check the details with the vendor before you buy; integrations can differ by plan.
CustomerIQ site ↗
AI assistant for insurance agencies: transcribes calls, writes notes and tasks into your AMS/CRM, sorts email (COIs, endorsements, renewals) and drafts replies and follow-ups.
Best for: P&C agencies that want call and email notes logged in the AMS automatically · Price: Free trial; $50–$89 per seat/mo · Works with: AgencyZoom, EZLynx, Vertafore QQCatalyst, Vertafore AMS360, Momentum (NowCerts), Salesforce, HubSpot, Redtail
Jump site ↗
AI assistant for financial advisors turning meetings and emails into notes and audit-ready records.
Best for: Financial advisors and life agents who want meeting notes pushed to the CRM · Price: $50–$100 per advisor/mo · Works with: Salesforce, HubSpot, Redtail, Wealthbox, Zoho CRM, Microsoft Dynamics 365
Zocks site ↗
AI assistant for financial services: meeting prep, notes, onboarding and plans.
Best for: Financial advisors automating meeting prep, notes and follow-up · Price: $67–$220 per user/mo · Works with: Salesforce, HubSpot, Redtail, Wealthbox, Microsoft Dynamics 365
How we choose tools: How we pick tools. Know an integration we missed? Tell us.