BackNine Integrates with Wealthbox

Reid Tattersall

3/28/2023 · 1 min read

Use contact data from Wealthbox to quote life and long term care insurance via Quote & Apply.

To get setup, go to https://app.back9ins.com/integrations > click “Get Started” next to Wealthbox. You’ll then be able to bridge from Wealthbox to your Quote & Apply website with your contact’s information pre-filled.

Watch the webinar to see how: