> For the complete documentation index, see [llms.txt](https://docs.whiteswan.io/partner-knowledge-base/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.whiteswan.io/partner-knowledge-base/wealthbox-integration/overview-of-wealthbox-integration.md).

# Overview of Wealthbox Integration

[Wealthbox](https://www.wealthbox.com/) is a modern CRM built for wealth managers and financial advisors. Our integration with Wealthbox empowers wealth managers to seamlessly offer [any type of life insurance products](/partner-knowledge-base/platform-overview/platform-capabilities/supported-product-types.md) to their clients with [high best-interest standards](/partner-knowledge-base/platform-overview/platform-capabilities/best-interest-philosophy.md) and [advanced planning support](/partner-knowledge-base/platform-overview/platform-capabilities/client-success-managers-and-advanced-planning.md) through a [digital end-user experience](/partner-knowledge-base/platform-overview/client-experience.md). 

Complementing existing offerings with life insurance products allows wealth managers to stay competitive and doing so through White Swan allows them to provide a superior client experience which creates a durable, low-effort revenue stream that can enhance customer lifetime value (CLV) and retention.

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**Integration Capabilities**

* [Import Contacts](/partner-knowledge-base/wealthbox-integration/capabilities/import-contact-from-wealthbox.md) - Send contacts to White Swan directly from your Wealthbox dashboard.
* [Search Contacts](/partner-knowledge-base/wealthbox-integration/capabilities/search-wealthbox-contacts-in-white-swan.md) - From within your White Swan dashboard, you can search your contacts in Wealthbox and import them into White Swan.
* [Start a Plan Request](/partner-knowledge-base/wealthbox-integration/capabilities/start-a-plan-request.md) - Start a plan request for a contact imported from Wealthbox. The request will be pre-filled with any relevant information you already store in Wealthbox.
* [Notifications](/partner-knowledge-base/wealthbox-integration/notification-settings.md) - Notes are automatically posted to Wealthbox for plan requests, case progress, and earnings events.

{% hint style="info" %}
Our Wealthbox integration enables you to instantly tap into several pre-configured capabilities that enhance both your experience and that of your clients. It is however possible to further tailor the life insurance you offer through White Swan by using [our embedding functionalities](/partner-knowledge-base/embedding-white-swan/quick-start-guide.md), [our Zapier integration](/partner-knowledge-base/zapier-integration/overview-of-zapier-integration.md), and [our public API](/partner-knowledge-base/api-documentation/overview-of-white-swans-api.md).   
{% endhint %}

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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](https://app.whiteswan.io/feature_request_embed). You may also leverage [White Swan's Public API](/partner-knowledge-base/api-documentation/overview-of-white-swans-api.md) and/or [Zapier integration](/partner-knowledge-base/zapier-integration/overview-of-zapier-integration.md) for limitless capabilities.<br>