Click the print icon (shown below) to generate a PDF report comparing any or all of the following products: accidental death, accumulation indexed UL, guaranteed UL, protection indexed UL, protection

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

Use the following steps to download carrier forms such as applications, agent reports, beneficiary/owner change forms, EFT/payment forms and many more. Select Forms & Applications from the menu in B

You can limit the carriers displayed on your Quote & Apply website by viewing the Carriers tab when viewing your Quote & Apply website within BOSS. Disable any carrier you don't want to appear and you

Who is this for? Agents using BackNine’s Quote & Apply who want to control which carriers a client can see when reviewing quotes and completing the eApp. What this feature does Compare Carriers lets

The quote summary has been revamped! Here's an example summary report. Quote Summary

Click the link to watch the recorded webinar: https://attendee.gotowebinar.com/recording/3376470889336887554 SCRIPT FOR THE PRODUCER: Mr/Mrs CFO/CEO/Executive, I may have a way to get you up to $5mm

Quote & Apply's Policy Preview allows you to preview the filled application before generating the DocuSign. Click the link on the final step within Quote & Apply to generate a preview of the applicati

You can customize the product types which appear within Quote & Apply by going to your Quote & Apply's settings within BOSS. Product Types By default, all product types are enabled. When you disable

You can access each product's underwriting guide within Quote & Apply by clicking "View Underwriting Guide". Since these are advisor use only documents, you must log into BOSS before the download will