Wealthbox + BackNine

Modern CRM integrated with long-term care and life insurance to plan for the future.

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Overview

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.

Once the connection is enabled in the integrations area of the BackNine platform, advisors can begin the process of searching for insurance products for their clients that match the clients’ top priorities.
Once the connection is enabled in the integrations area of the BackNine platform, 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.
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 start the insurance application workflow and choose the relevant CRM data to send to BackNine using the "Send To" feature on a Wealthbox contact record. BackNine then automatically launches the insurance application in DocuSign.
Once a policy is chosen, advisors can start the insurance application workflow and choose the relevant CRM data to send to BackNine using the “Send To” feature on a Wealthbox contact record. BackNine then automatically launches the insurance application in DocuSign.

Resources

Recorded webinar

How Advisors Use BackNine + Wealthbox to Streamline Insurance Workflows

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Blog post

Wealthbox Announces Life Insurance Partnership with BackNine

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Melanie Rosenthal
“BackNine and Wealthbox bring automation to life – so advisors can focus on what matters most: their clients.”

Melanie Rosenthal, Director Enterprise Division, BackNine Insurance

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