Wealthbox + Healthpilot

Modern CRM integrated with healthcare matching technology for the win!

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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

Recorded webinar

Healthcare Technology + CRM: A Webinar on the Integration of Healthpilot + Wealthbox

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Blog post

Healthpilot Partners with Wealthbox to Integrate Healthcare Technology with CRM

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Dave Francis
“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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