You can add agents within BOSS by clicking the add menu > Advisor as shown in the image below: Advisor Add Select one of the options: ​​​​Invite Options Invite an Assistant: This will create a BOSS

Introduction One simple change in BOSS is all that it takes to turn Quote & Apply into a sign up page for agents. Changing the Start Page from Apply to Select Agent results in Quote & Apply asking age

Starting for Group 2+ BOSS users, a "Pipeline" tab has been added to help agents manage their leads. Pipeline Drag eApps into the respective categories to keep track of who you need to follow up wit

While commission splits can be added during the agent's DocuSign session, BOSS's commission splits feature can automatically add additional agents and split percentages. For example, let's say an age

To change the agent on a Quote & Apply eApplication, view the eApp in BOSS > Click the "Access" Tab > use the "Change Agent" dropdown. Change Agent If the agent you want to change the agent to isn't

Your Referral Link helps you share your excitement and experience with BackNine with other agents. You can earn commissions when agents use your referral link to sign up and place business. When agen

To respect all parties who contribute value by bringing agents onboard to BackNine and servicing them, the following policies are currently in place. Transferring uplines The following is needed to s

BackNine provides users with the following commission controls to simplify the selling of insurance. Commission Splits: While commission splits can be added during the agent's DocuSign session, BOSS's

For agents and agencies that go by a name other than their legal name, you have the ability to set your display name within BOSS and it'll be used everywhere except for your contracting forms. Go to

BOSS's Reports page has been refreshed with an improved look, faster load times, and a new Case Duration report showing your historical average case duration. Reports includes: Annualized Premium App