THIS WEEK - THIS THURSDAY 10am (PST) - 12noon (CST) - 1:00pm (EST) CLICK HERE TO REGISTER FOR THE WEBINAR Our Quote & Apply platform houses several unique technologies that are unmatched in the indu...

The two most common reasons agents inquire about incorrect commissions are due to not knowing how target premium and non-commissionable policy fees work. Target Premium As you'll read in the example...

BackNine's strategic expansion through collaborative efforts with like-minded companies dedicated to automation and technology in the advanced life insurance markets marks a significant milestone in t...

Screen pop is a feature that displays caller information within BOSS, such as eApps, cases, and agents that match the incoming phone number. When an BOSS user receives an inbound call, a BOSS webpage ...

Guardian information is now required for insured and/or owner minors. The guardian's information will be used to allow the guardian to DocuSign. Guardian requirement Guardian DocuSign...

New Whole Life Pay Durations...

Care Matters Together is a long-term care solution for couples that eliminates the guesswork of who will need care. It gives couples the flexibility to use a pool of benefits either entirely by one pe...

Indexed Universal Life Synopsis Indexed Universal Life insurance not only provides a safety net for your loved ones in the event of your passing but also offers growth potential by linking your cash...

Clients are becoming more accustomed to checking the status of their purchases online. BackNine can now email and text message insured's with a link to their case's status when their case's status ch...

Clients will love Nationwide’s Care Matters Together product, which is available for ages 30-70 in all USA jurisdictions other than AZ, CA, DC, MT, & NY. (Under some circumstances, residents in those...

Quote & Apply now suggests backdating to save age when the insured's issue age changed within the last 3 weeks. Simply click "Enable Save Age" to see the backdated premium. Save age suggestion Quotes...

Customize Quote & Apply's colors to match your brand by navigating to your Quote & Apply website's settings and adjust the Website Colors. Screenshot...

5/25/2023: No SSN, No Problem - Life Insurance for Non U.S. Residents @vimeo...

We're thrilled to present the Quit Smoking Incentive (QSI), an avant-garde program that revolutionizes how Standard and Preferred Smokers can obtain life insurance. John Hancock's UL and VUL products ...

Nationwide’s CareMatters II has been the leading linked-benefit product in the USA for a couple of years. It is now available in CA! Key features: You can draw benefits without incurring commercia...

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

We are excited to share some valuable insights about Internal Revenue Code (IRC) Section 1035, a little-known but powerful tax provision that can help you optimize your life insurance and annuity poli...

Infinite Banking IRA Max: IRA Max One Page, IRA Max Intake Form, IRA Case Study Guaranteed Return of Premium VUL with No Lapse Guarantee Whole Life: Whole Life Premium Deposit Account, 10 Pay 20K, 10 ...

Illustrations are available if the product supports illustrations. Previously, setting the Product Type to Guaranteed UL resulted in a list of products without illustrations. Added "All Universal Life...

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...

WEBINAR: Friday, April 14, 2023, 9:00am PST, 11:00am CST, and 12noon EST Life Insurance Planning Techniques You Need to Know We are excited to invite you to an exclusive webinar on Permanent Life In...

Quote & Apply supports the ability to have your commissions paid to different entities. To set this up, you'll need to create a Quote & Apply website for each of the entities you want your commissions...

Watch our webinar "Help Your Business Owners Stay Protected" broadcasted on 4/5/2023. @vimeo...

IUL Policy Changes Alert Important Update: Discuss Indexed Universal Life Insurance Before May 1st, 2023 An Urgent Message for BackNine Insurance Agents: We hope this newsletter finds you well. We ...

Use contact data from Wealthbox to quote life and long term care insurance via Quote & Apply. To get setup, go to https://app.back9ins.com/integrations > click "Get Started" next to Wealthbox. You'll...

We're excited to announce that Quote & Apply, our leading software product for insurance agents, now supports Secondary Addressees. This feature allows users to add an additional contact if their insu...

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...