Integrations /Financial Planning
Get started with Wealthbox + Healthpilot
Modern CRM integrated with healthcare matching technology for the win!
Integrations /Financial Planning
Modern CRM integrated with healthcare matching technology for the win!
Overview
Healthpilot uses proven, proprietary decision-support technology to find and match consumers with Medicare plans that match their unique profile. The integration with Wealthbox allows users to import Wealthbox contacts into Healthpilot to pair clients with a suitable Medicare plan.
Import contacts from Wealthbox into HealthPilot.
Optionally filter which contacts to import.
Once imported, easily send referral emails to Wealthbox contacts from HealthPilot.
Resources
“The integration between Healthpilot and Wealthbox creates a seamless opportunity for advisors to provide even more value to their clients. Healthpilot and Wealthbox both place a strong emphasis on creating powerful and intuitive user experiences, making for a perfect fit between our two platforms.”
Dave Francis
CEO at Healthpilot
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