Starting for Group 2+ BOSS users, a "Pipeline" tab has been added to help agents manage their leads. Pipeline Drag eApps into the respective categories to keep track of who you need to follow up wit...

Life Insurance Company of the Southwest's Term 10, 15, 20, 30, FlexLife, and SummitLife have been added to Quote & Apply. Its parent company National Life Group has been insuring people for 175 years...

Here's a recording of our Webinar on March 8th, 2023 "Leveraged Cash Value Life Insurance using Technology." Enjoy! @vimeo...

A cover letter re-stating the insured's build, smoking status, and citizenship has been added as another feature to improve placement ratio. This allows the insured to confirm the details that went i...

Protective New York's Classic Choice 10, 15, 20, 25, 30, 35, and 40 year term products have been added to Quote & Apply....

Here's a recording of our Webinar on March 2nd, 2023 "Becoming Your Own Banker with Quote & Apply." Enjoy! @vimeo...

For agencies, Quote & Apply websites using your custom domain allows your agents to use Quote & Apply on your domain (e.g., https://life.demoagency.com/AgentName instead of https://app.back9ins.com/ap...

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...

Quote & Apply will pick the state of the quote and application based on the IP address where the eApp was started, unless the agent isn't licensed in that state, in which case Quote & Apply will selec...

Comparing Traditional LTC, Linked Benefits, and LTC Riders has never been easier with the refreshed Long Term Care step within Quote & Apply. Click "Long Term Care" within Quote & Apply to access the...

BackNine's integration with InsuranceGig allows users of InsuranceGig to start and pre-fill Quote & Apply applications from within InsuranceGig. For example, a Hawksoft user could launch InsuranceGig...

To change the agent on a Quote & Apply eApplication, view the eApp in BOSS > Click the "Access" Tab > use the "Change Agent" dropdown. Change Agent If the agent you want to change the agent to isn't ...

Your Referral Link helps you share your excitement and experience with BackNine with other agents. You can earn commissions when agents use your referral link to sign up and place business. When agen...

AgencyZoom and other marketing programs are capable of event-based marketing. You can market life insurance to your customers on key events, such as birthdays. Here's an example of marketing life insu...

You can search for products that have living benefits by using the "Living Benefits Only" filter when viewing term insurance. Living Benefits You'll see the Living Benefit description when you expan...

You can backdate to save age within Quote & Apply by using the "Save Age" filter. Save age filter You can verify if a case has save age enabled by viewing the Dates section of the Case's Details tab....

BackNine Logo Westlake Village, CA – Monday, October 24, 2022 – BackNine Insurance and Financial Services, Inc. announced today that it has achieved SOC II Type 2 compliance in accordance with the Ame...

When clients have medical, financial, citizenship, or other issues, it’s suggested to pre-underwrite their issues so you can accurately quote at the correct rate class. Mis-quoting your client can cre...

You can remove the avatar from your Quote & Apply website with the following steps: Go to your Quote & Apply website in BOSS Click the edit icon next to your avatar Edit icon Click Delete Avatar Delet...

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...

BackNine is proud to announce National Guardian Life's traditional LTC on Quote & Apply. National Guardian Life (NGL) offers unique LTC solutions for customers interested in: Lower premiums. NGL may b...

I submitted a LTCi application on June 28. Unfortunately, the medical provider sent the insurer only partial records. On July 12th, the carrier requested a complete set of medical records. More tha...

We advised a broker regarding LTCi for a couple of 50ish women, doing the analysis and explaining our findings to the clients, using our proprietary spreadsheets. One client is particularly analytica...

You can export a CSV of your cases, eApps, appointments, and payments within BOSS by using viewing the respective resource and clicking the Export button shown below. You will receive an email shortly...

Watch a recording to see how you can request API quotes using Zapier. Watch recording...

To obtain your API key, click your name in the top right of BOSS > Integrations. Name and integrations Then click the copy icon next to "API Key" API Key Copy Icon...

BackNine logs commissions on all policies within BOSS. Our accounting team receives commission statements from carriers and imports each transaction on the statement to create the payments you see in ...

Within BOSS, click your name > Settings to manage your settings. Settings Based on what you want to update, click the section in the Settings menu. Below is an example of updating your email address....

If you took a paper application and prefer to securely upload it instead of emailing it to [email protected], you can use our Submit Case form. Submit Case button Submit Case form...

If you no longer want to be connected to an advisor, you can remove your connection within BOSS. Click Advisor Settings Advisor Settings Click the Trash Can to delete your connection to the advisor. Y...