Overview
Anasova is a lead generation platform where advisors can define lead criteria using filters, set pricing through competitive bids, and seamlessly manage leads with the flexibility to pause, modify, or cancel at any time. The integration with Wealthbox allows advisors to create a new contact in Wealthbox from a newly secured lead in Anasova. Additionally, Anasova will create a comprehensive summary in the form of a note that includes 50 different data points. Advisors can then tag leads for specific campaigns and follow-up methods.
Key Features of the integration
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New leads are automatically created as contacts in your Wealthbox account.
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A comprehensive lead summary is automatically generated in the newly created Wealthbox contact.
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You can access financial plan details through a link provided in the lead summary.
How to enable the Anasova integration
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Begin by logging into your Anasova account.
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From your main dashboard in Anasova, navigate to the "Integrations" section. Click "Details"
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Select "Do Wealthbox Authentication."
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Enter your Wealthbox login credentials.
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The integration connection is completed and Wealthbox will be listed as working in your Anasova integrations dashboard.
Now, when you secure a lead, a contact will be automatically created, the lead summary will be sent to your notes, and you'll receive a link for additional details.