Overview of BackNine Integration

BackNine is a General Agency and tech platform that supports insurance agents in offering life insurance with capabilities like instant quotes, digital applications, and case support.

The BackNine integration is active by default for the Concierge Plan but needs to be activated for users on the Digital Agent Plan and the Innovator Plan.

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Integration Capabilities

• Instant Quotes - deliver instant quotes for any retail policy

• Instant Applications - provide digital application journeys tailored for each product

• Case Support - access case support in processing applications and underwriting

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Additional Customization

If there's a specific functionality you'd like to see added to our Wealthbox integration, please request it here. You may also leverage White Swan's Public API and/or Zapier integration for limitless capabilities.