What you can connect today, what’s coming, and where to start
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Integrations let Policy Stack work with the tools your practice already uses. You connect a tool once. After that, you can bring its information into your client work.
Integrations used to live inside Practice Settings. It now has its own page. Old links and bookmarks still bring you to the new page.
| Tool | What it does for you | Guide |
|---|---|---|
| GoHighLevel | Copies your contacts and one sales pipeline into Policy Stack once a day. | Connect GoHighLevel |
These are planned. You can see their cards, but you can’t connect them yet:
Each one will get a working card when it’s ready.
Policy Stack is a tracking and visualization tool. It does not provide financial advice, recommendations, or opinions on what you should do with your banking system.
Policy Stack is independent of and is not affiliated with, sponsored by, or endorsed by Infinite Banking Concepts, LLC or the Nelson Nash Institute.
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