Workflows Week Day 5: Nitrogen and BackNine

Friday, Jul 19, 2024 at 2:00 PM ET

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Workflows Week wraps up as we’re joined by Nitrogen and BackNine. In this webinar, we’ll explore how these workflows streamline data collection processes, allowing advisors to make informed suggestions and provide valuable guidance to their clients. By using these workflows, advisors can gather comprehensive information efficiently, enabling them to make informed suggestions and provide invaluable guidance to their clients.

This webinar will cover:

Nitrogen Workflow in Wealthbox

  1. How to use Nitrogen’s Prospect/Client Meeting Prep workflow to prepare for upcoming meetings.
  2. How this workflow equips advisors with essential tools for client meetings, such as synced assets, risk tolerance questionnaires, and check-ins.

BackNine Workflow in Wealthbox

  1. 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.
  2. How this workflow allows advisors to provide comprehensive, real-time quotes from multiple carriers, enabling informed decisions and effortless application.

Speakers

Melanie Rosenthal

Account Executive, Enterprise

BackNine

Chris Quandt

Success Engagement Manager

Nitrogen

Chris Kopanski

Sr. Product Specialist

Wealthbox