Lead Pipeline Added for eApps

3/14/2023

Reid Tattersall
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 Added to Quote & Apply

3/9/2023

Reid Tattersall
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...
Webinar: Leveraged Cash Value Life Insurance using Technology

3/8/2023

Reid Tattersall
Here's a recording of our Webinar on March 8th, 2023 "Leveraged Cash Value Life Insurance using Technology." Enjoy! @vimeo...
Insured Cover Letter Added to Quote & Apply

3/7/2023

Reid Tattersall
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 Classic Choice Term Lengths 10 - 40 Added to Quote & Apply

3/4/2023

Reid Tattersall
Protective New York's Classic Choice 10, 15, 20, 25, 30, 35, and 40 year term products have been added to Quote & Apply....
Webinar: Becoming Your Own Banker with Quote & Apply

3/3/2023

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

2/22/2023

Reid Tattersall
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...
Limit Quote & Apply Carriers

1/24/2023

Reid Tattersall
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...
Default Quote & Apply State

1/6/2023

Reid Tattersall
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...
Quote & Apply Adds a Traditional, Linked Benefit, and LTC Rider Comparison Tool

1/6/2023

Reid Tattersall
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...
InsuranceGig Integration

12/23/2022

Reid Tattersall
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...
How to Change the Agent on a Quote & Apply eApp

12/6/2022

Reid Tattersall
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 ...
Add Agents via your Referral Link

11/11/2022

Reid Tattersall
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...
Event Based Marketing within AgencyZoom

11/9/2022

Reid Tattersall
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...
Quoting Living Benefits on Quote & Apply

11/9/2022

Reid Tattersall
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...
Save Age Within Quote & Apply

10/25/2022

Reid Tattersall
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 Completes AICPA SOC II Type 2 Audit

10/24/2022

Reid Tattersall
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...
How to Create an Impaired Risk Quote

10/19/2022

Reid Tattersall
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...
Remove the Avatar from your Quote & Apply Website

10/18/2022

Reid Tattersall
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...
Underwriting Guides Added to Quote & Apply

10/14/2022

Reid Tattersall
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...
National Guardian Life Added to Quote & Apply

10/2/2022

Reid Tattersall
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...
How I Could Have Saved More Than Two Months in UW!

9/18/2022

Claude Thau
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...
Case Study: LTCi sale for 50ish female couple in California

9/11/2022

Claude Thau
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...
How to Export Your Data from BOSS

8/31/2022

Reid Tattersall
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...
How to Request Quotes via API using Zapier

8/16/2022

Reid Tattersall
Watch a recording to see how you can request API quotes using Zapier. Watch recording...
Where is my API Key?

8/9/2022

Reid Tattersall
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...
When do payments appear in BOSS?

7/26/2022

Reid Tattersall
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 ...
How to edit your personal information

7/25/2022

Reid Tattersall
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....
How to Securely Upload Paper Applications

7/20/2022

Reid Tattersall
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...
How to Remove Advisors

7/19/2022

Reid Tattersall
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...
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