Partners & Integrations

PlanFacts integrates with industry leading CRM, Quoting and Illustration tools.

CRM Integrations:

Redtail CRM is a web-based, full-featured and easy-to-use client management solution designed specifically for financial professionals.

SmartOffice CRM for financial advisors is a flexible platform and a robust, industry-specific solution that delivers tangible business benefits.

Illustration Integrations:

WinFlex Multi-Carrier Insurance Software is a web and desktop software system that provides standard entry for multiple life insurance carriers.

Quoting Integrations:

Comparative quotes and illustrations for distributors and service providers to support their point of sale processes.