live Webinar Workflows

Streamline Insurance Selection with BackNine

Wednesday, May 8, 2024 at 2:00 PM ET

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Join Wealthbox + BackNine for a deep dive into the BackNine Term Life Insurance Selection workflow. Learn how this workflow gives advisors the ability to provide comprehensive, real-time quotes from multiple carriers, enabling informed decisions and effortless application. This webinar will cover: 

  1. An overview of Workflow functionality and Workflow Libraries in Wealthbox.
  2. How advisors can duplicate and edit existing workflows and create and edit workflow templates in Wealthbox.
  3. How to use BackNine’s Term Life Insurance Selection workflow to compare policies, customize coverage options, and seamlessly integrate client data for a streamlined client experience. 
  4. Getting started with the BackNine Term Life Insurance Selection workflow in Wealthbox.

Speakers

Melanie Rosenthal

Account Executive, Enterprise

BackNine

Stuart White

Brokerage Director

BackNine

Chris Kopanski

Sr. Product Specialist

Wealthbox

“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.”

Mark Chibbaro

President, Enterprise at BackNine