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The Annuities Genius Integration

Sydney Cordell
Sydney Cordell
  • Updated

Overview

The Wealthbox and Annuities Genius integration allows users to seamlessly sync and manage annuity-related data from Annuities Genius within Wealthbox. This integration helps financial advisors manage annuity policies, track client portfolios, and simplify workflows. By linking Annuities Genius with Wealthbox, advisors can save time, improve accuracy, and maintain an up-to-date overview of their clients' annuity investments.

 

Key Features

  1. Access Annuity Data: View detailed annuity information, such as contract values, policy details, and premium schedules, directly within Wealthbox.
  2. Sync Client Data: Link client profiles from Annuities Genius to Wealthbox contacts for seamless management of annuity information.
  3. Send to Functionality: Automatically send annuity-related data from Annuities Genius into Wealthbox, ensuring client records are always up to date.
  4. Track Annuity Policies: Monitor key policy details, including value changes, premium payments, and maturity dates, within Wealthbox.
  5. Custom Workflows: Automate tasks and workflows related to annuity management for more efficient client servicing and organization.
  6. One-Way Sync: Data flows from Annuities Genius to Wealthbox, but updates or changes made in Wealthbox will not automatically sync back to Annuities Genius. The integration primarily allows for importing annuity-related information into Wealthbox, making it easier to manage annuity data and client profiles. For updates or changes, they must be managed within the respective platforms.
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How to Enable the Integration

Follow these steps to enable the Wealthbox and Annuities Genius integration:

  1. Log in to your Wealthbox account.
  2. Click on the three dots in the top-right corner and select Integrations.
  3. From the Integrations page, scroll through the list of available integrations and click on Annuities Genius.
  4. Follow the prompts to authorize and link your Annuities Genius account to Wealthbox.
  5. Once the integration is authorized, you will be able to see your Annuities Genius data in Wealthbox.

Prerequisites: Ensure you have an active Annuities Genius account and necessary permissions within Wealthbox to enable integrations.

 

How Does the Annuities Genius Integration Work?

Once the integration is enabled, advisors can access the import menu within the Annuities Genius Client Management dashboard.

The Annuities Genius dashboard with some Wealthbox contacts already imported.

 

From there, they can select the clients they wish to import and begin the annuity section process.

 

Selecting contacts to import into Annuities Genius from Wealthbox.

 

Demo Video: Watch a demo video here for an in-depth walkthrough of the integration.