I've sat across from hundreds of prospects over the years. And for a long time, I made the same mistake most advisors make. I treated discovery meetings like presentations.   Build a little rappor

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

The Refer Page allows your referral partners to easily refer prospects to you. For example, let's say you have a Property and Casualty only agent that refers their life insurance clients to you. You

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

TLDR Are you looking to integrate Quote & Apply into your web application? Of course you are. Why wouldn’t you want to protect families and simplify the selling of insurance for your users? Follow our

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

Agencies that take a multi-channel approach to selling life insurance can better meet the needs of their agents and customers. Allow customers to buy from your website, use Quote & Apply yourself as a

We advised a broker regarding LTCi for a couple of 50ish women, doing the analysis and explaining our findings to the clients, using our proprietary spreadsheets. One client is particularly analytica

Introduction Below are the three most common Quote & Apply implementations. 1. Embed Quote & Apply into your Website For customers with an existing website, embedding Quote & Apply allows you to run

QUESTION: Why haven’t you written life business with BackNine yet? - ANSWER: