Digital selling removes handoffs, not the agent. Five habits for a simpler client experience, and where Quote & Apply and BOSS fit.
▶ Watch: BackNine in 5: Five Habits (5 min)
Digital doesn’t mean impersonal. The agent still owns the advice: understanding the need and helping the client decide. The system should own the handoffs, the rekeying, and the carrier follow-up.
1. Keep the conversation, cut the bad friction
Long paper applications, entering the same data twice, and chasing requirements add nothing for the client. A real conversation about what they’re protecting does. Use Quote & Apply for the quote and the application so your time goes to the advice.
2. Make the next step one step
Every extra handoff loses clients. Keep it in one flow: need, quote, compare, apply. If the client can’t finish live, send them their portion so they can complete it on their own schedule without starting over.
3. Start conversations where people already are
Posts, emails, and short videos work best when they teach one situation instead of pitching a product. A new home, a new baby, or employer coverage that ends with the job gives someone a reason to ask you a question.
Depending on your contracts, social media posts and marketing materials may require compliance approval before you publish.
4. Ask for the referral while it’s fresh
A smooth, placed case is your best referral source. Ask for an introduction or a review soon after placement, while the experience is still top of mind.
5. Work your full licensed footprint
Phone, video, and digital applications let you help clients in every state where you’re licensed. You must be licensed in the client’s state. Remote selling doesn’t change that requirement.
Where Quote & Apply and BOSS fit
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Quote & Apply handles the comparison and the application in one workflow.
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BOSS shows real-time case status after submission.
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Case management follows up with the carrier on requirements.
You keep the judgment. The system keeps the case moving.
Already with BackNine? Haven’t run a case this way yet? Click Launch Quote & Apply at the top of BOSS, or send us the client’s age, state, and need, and we’ll walk through the first one 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.