Recruit using Quote & Apply

Introduction

One simple change in BOSS is all that it takes to turn Quote & Apply into a sign up page for agents. Changing the Start Page from Apply to Select Agent results in Quote & Apply asking agents for their National Producer Number, email, and password. Once the agent creates their account, they will be emailed a Quote & Apply page, have a BOSS login, and will automatically be under your hierarchy.

Screenshots

Change the Start Page to “Select Agent”

Agent enters their National Producer Number

Agents without accounts see additional questions

New and existing agents are then redirected to their Quote & Apply Website

Let’s do this:exclamation:

• Login to your BOSS account.
• Create or choose an approved domain by going to BOSS > Quote & Apply > Setup > click the gear icon > change the value for “Start Page” Any:question:’s Call us at (800) 790-1951 or email engineering[at]back9ins[dot]com

Reid