Modern CRM integrated with long-term care and life insurance to plan for the future.
BackNine provides advisors with a simple quote, compare, and apply process for over 80 different long-term care and life insurance carriers that advisors can access within the platform. BackNine’s integration with Wealthbox allows advisors to kick off the insurance application process right from Wealthbox using CRM data.
“Backnine's philosophy is perfectly aligned with that of Wealthbox. Ease of use and collaboration provide the path for the success of our mutual users.”
President, Enterprise at BackNine
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