Recorded Webinar

How Advisors Use BackNine + Wealthbox to Streamline Insurance Workflows

PRESENTED BY

ABOUT THIS WEBINAR

Discover how advisors can simplify and speed up the insurance process with BackNine and Wealthbox. Learn how BackNine’s quote-to-apply experience, combined with Wealthbox’s modern CRM and AI-powered workspace, helps advisors deliver faster, more efficient client service. Join BackNine and Wealthbox to see how the integration connects key client data, reduces manual entry, and makes it easier than ever to start and manage insurance applications.

This webinar will cover

1 How BackNine enables advisors to quote, compare, and apply across 80+ long-term care and life insurance carriers
2 How Wealthbox’s CRM + AI workspace allows advisors to collaborate as a team and manage client relationships like never before
3 How the BackNine integration lets advisors kick off insurance applications directly from Wealthbox using CRM data
4 The benefits of the BackNine and Wealthbox integration, and how to get started with ease