Quote Life Insurance within Vertafore's PL Rating
6/24/2021 · 1 min read
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 an agent, and now you can create life insurance opportunities within PL Rating. With BackNine’s Quote & Apply integration for Vertafore’s PL Rating, agents can see life insurance rates within PL Rating and click to complete a pre-filled application. Setup is simple and the integration is free to use. Here’s how to get started.
Log in to PL Rating and select Admin -> Manage Users -> Edit, then enter your National Producer Number in your settings. This will enable the integration.
Each quote you run within PL Rating will cause a life insurance teaser rate to populate below it. You can then click the BackNine logo to be redirected into your Quote & Apply website, or you can click the PDF button to send your client a PDF of the default quote ($250,000 10 year term).
Clicking the BackNine logo will redirect you to Quote & Apply and allow you to pivot to different products, coverage amounts, and carriers. We recommend doing this with each quote as the teaser quote shown in PL Rating assumes "best rate class" and may not match your client's actual health rating or insurance needs.
After picking a coverage amount, reviewing options and selecting a product, click on the "continue" button to complete a carrier specific eApplication.
For questions, please reach out to your primary BackNine contacts: