Integrations /Insurance

Get started with Wealthbox + BackNine

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

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.



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

Melanie Rosenthal

Director Enterprise Division, BackNine Insurance

Get started with Wealthbox + BackNine

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