Partner sign in
Partner sign in
WhatIf is a private, encrypted vault where your clients keep their policies, accounts and instructions, so their family knows exactly where everything is. Offer it to your book of business and earn a referral fee on every payment they make while you're an active partner.
Free to join. We'll email you a sign-in link, then you get your link and code in two minutes.
30 days free, then 15 months for the price of 12 on the yearly plan when they sign up through your link (first-time customers).
A referral fee on each payment your clients make while you're an active partner, payable 30 days after their payment, by bank transfer through Stripe or by Venmo, Zelle or PayPal.
Encrypted on your client's own device, so even we can't read it. You never see inside their vault: just a masked email and whether they're in a trial or paying. How it works
Life insurance, a liquidity event, a new trust: every one is a moment to make sure the family will know where everything is. WhatIf helps your clients' families find the policy you sold them and know how to claim it.