Today, Wealthbox is excited to announce an integration with BackNine, a long-term care and life insurance platform. BackNine provides advisors with a simple quote, compare, and apply process for over 80 different long-term care and life insurance carriers. BackNine’s integration with Wealthbox allows advisors to kick off the insurance application process right from Wealthbox using CRM data.
View a previously recorded live webinar to learn more about the integration between Wealthbox + BackNine.
How it works
Wealthbox users can enable the integration by adding their Wealthbox credentials into the integrations area of the BackNine platform. Once the connection is enabled, advisors can begin the process of searching for insurance products for their clients that match the clients’ top priorities.
Advisors are then matched with a variety of insurance carriers to find the best coverage options based on their clients’ needs.
Once a policy is chosen, advisors can go to any contact within Wealthbox to start the insurance application workflow. From the “Send To” menu on a Wealthbox contact record, the advisor can choose the relevant CRM data to send to BackNine. Then, BackNine automatically launches the insurance application for the advisor to complete and send to their client for review using DocuSign.
Mark Chibbaro, President, Enterprise at BackNine
“Our firm’s philosophies are perfectly aligned with those of Wealthbox. Ease of use and collaboration provide the path for the success of our mutual users,” said Mark Chibbaro, President of Enterprise at BackNine. “In just minutes an advisor can; review, compare and apply for life and long term care products from dozens of top rated carriers and view the transaction from submission to commission. Advisors who once avoided these products due to time and complexity may now control the process in full transparency with our concierge team.”
Charlie Fargo, Head of Product Partnerships at Wealthbox“Wealthbox is thrilled to have BackNine added to our Wealthbox wealthtech community,” said Charlie Fargo, Head of Product Partnerships at Wealthbox. “Anytime you can deliver an integration to save advisors time and redundant data entry is a win.”
Enable the BackNine integration today to start taking advantage of this new feature!
View a previously recorded live webinar to learn more about the integration between Wealthbox + BackNine.
