Blog/ Partner Updates

Healthpilot Partners with Wealthbox to Integrate Healthcare Technology with CRM

April 8, 2022

Today we’re thrilled to announce that Healthpilot, a platform that helps to match consumers with the best Medicare plan, is now integrated with Wealthbox. Advisors can now quickly and easily import and refer their Wealthbox clients to Healthpilot where they can find the right Medicare plan suitable for them.

Watch the webinar to learn more about the integration between Wealthbox + Healthpilot.

Dave Francis, Co-Founder and CEO, Healthpilot

“For financial advisors, helping clients handle rising healthcare costs is a challenging situation. They have not had the tools to assist their senior clients with Medicare insurance issues that have a direct impact on their financial plans,” said Dave Francis, Co-Founder and CEO of Healthpilot. “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.”

Meghan Silva, Marketing Manager at Wealthbox

“We are thrilled to welcome Healthpilot to the Wealthbox community,” said Meghan Silva, marketing manager at Wealthbox. “Their innovative approach in healthcare insights and advice is the perfect match for Wealthbox users who want to make a positive impact for their clients.”

Watch the Webinar

Watch the webinar to learn more about the integration between Wealthbox + Healthpilot.

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