Enable the BackNine Life Insurance integration in the EZLynx Marketplace, then turn an existing personal lines quote into a life quote without re-entering the client’s information.
▶ Watch: BackNine in 5: Enable the BackNine Integration in EZLynx (1 min)
▶ Watch: BackNine in 5: Add Life Insurance to an EZLynx P&C Quote (4 min)
If your agency already quotes personal lines in EZLynx, you don’t need a separate process for life insurance. The BackNine integration sits inside the quote you already ran. Enable it once, then add life to any existing applicant without retyping their name, date of birth, gender, email, or occupation.
Before you start
The producer running the life quote must hold an active life license in the client’s state. Anyone on your team can spot the opportunity and hand it off. Quoting life insurance and discussing coverage amounts or premium is soliciting, and that requires a license.
You’ll also need your National Producer Number (NPN) and your EZLynx password to enable the integration.
Enable the integration
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From the EZLynx dashboard, open Marketplace in the left menu. It’s near the bottom.
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Search BackNine. Two listings appear. Select BackNine Life Insurance, not the Client Center version.
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On the integration detail page, click Add or Enable in the top right.
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Enter your password and your NPN, then submit.
BackNine is now active in your EZLynx workflow.
Add life to an existing P&C quote
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Open Applicants and select the client.
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On the Account Overview page, click the Quotes tab. You’ll see the client’s most recent rated quotes.
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On the far right of the quote you want, open the three-dot menu and choose View Details.
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Scroll to the bottom of the Quote Detail screen and select the BackNine option to add life insurance to the quote.
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Confirm the redirect notice.
EZLynx bridges the client’s existing information into your branded BackNine site. No re-entry.
What to get right
The first quote you see is a teaser, not a premium. You land on a sample quote, $1 million of 20-year term in the walkthrough. Don’t send it to the client yet.
Add build before you share anything. EZLynx usually doesn’t have height and weight, because personal lines agents don’t collect it. Build drives the underwriting class and the premium, so the teaser won’t hold up without it. Use the link at the bottom of the quote to go back to the beginning of the flow, then walk the pre-filled screens and add:
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Health rating
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Nicotine or cannabis use
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Height and weight
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Date of birth
Enter the client’s actual height and weight. A quote built on a guess falls apart in underwriting.
Then return to the term results. Now the premium reflects a rate class the carrier is more likely to support.
Share the quote three ways
From the results screen:
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Share button (top left) gives you a URL to copy or email directly.
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Quote summary PDF shows all available carriers and premiums side by side. The client can click apply from inside the PDF.
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Apply takes you or the client straight into the application.
After the client applies
The client completes and signs their portion. You’re notified through DocuSign to sign yours as the agent. Then it goes to the carrier, and BackNine case management handles requirements and carrier follow-up.
Your P&C quote becomes a life quote, and you stay on the client relationship.
Already with BackNine? Ready to try it? Enable the integration, then open a recent applicant and run the bridge on a live quote. If you want a second set of eyes on the first one, send us the client’s age, state, and the coverage they’re looking at, or use Schedule a Meeting and we’ll walk through it with you.
Not with BackNine yet?
Quote, apply, and track the case without building a second workflow.
Licensed agents and advisors get Quote & Apply, digital applications, BOSS for case and commission tracking, and BackNine case management behind every submission. No fees. No production minimums.