NowCerts/Quote & Apply Integration
9/1/2021 · 1 min read
You can now quote life insurance premiums with Quote & Apply within NowCerts, an intelligent, secure, and intuitive Agency Management System.
On the NowCerts Dashboard, select the Prospects/Leads tab and then Quote Applications. Next to List of Quote Applications, select the “Add New” drop-down tab and select the Life Option.
Enter the applicant’s information accordingly and select the “Save Changes” tab in the bottom left. Under List of Quote Applications, select the green edit tab to the left of the applicant’s name. Select “Create Prospect” in the upper right corner.
Under Quote Applications, select the applicant’s name which is now highlighted in blue. Select the “Process Data” drop-down tab to the left of the applicant’s name and select “Launch Life Insurance Quote Back 9”.
You can sign up for a free BOSS and Quote & Apply account at https://app.back9ins.com/apply/NowCerts