To respect all parties who contribute value by bringing agents onboard to BackNine and servicing them, the following policies are currently in place. Transferring uplines The following is needed to s

1. KaiZen & Premium Financing: 2. Annuity Arbitrage: 3. College Tuition Reimbursement: 4. Section 162 Bonus Plans 5. Life Insurance Loan Rescue 6. Pension Rescue 7. Guaranteed Issue for Corps 8

For SaaS users, the following carriers require the agent's GA code in order to pass validation. Please email your GA code to [email protected]. Banner Life Pacific Life Savings Bank Life Insurance

@youtube Imagine getting a fact sheet on a fixed-income fund with the following profile: -0% expense ratio -The fund had never had a down year -The fund had trailing returns of 7.5% over the last 3 y

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BackNine and all agencies have been notified of the following: Hurry and submit your life business, there only 20 days left until the program is over! If you believe the insured is a Table A, Table

You can manage an advisor's email notification settings by viewing an advisor's Settings > Email. Email settings You can enabled/disable the advisor's emails based on the type of resource. For examp

Quote & Apply has added the following products: Life Insurance Company of the Southwest's Total Secure Whole Life Nationwide's VUL Protector II Protective's Strategic Objectives II New VUL's LSW Tot

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From Paul Pichie, Director of Advanced Markets for BackNine Insurance As a seasoned professional in the insurance industry, I have witnessed numerous changes and developments that impact our field. O

About identity and access management with SAML single sign-on SAML single sign-on (SSO) gives organization owners and enterprise owners using BOSS a way to control and secure access to organization r

Please email your Microsoft Tenant ID to [email protected] or your marketing manager if you'd like to setup a shared channel between your organization and BackNine.

QUOTE & APPLY TERM CARRIERS Assurity Banner Corebridge John Hancock John Hancock NY Life Insurance Company of the Southwest Lincoln National Life Nationwide Pacific Life – Lynchburg Principa

OneAmerica OneAmerica - LTC Training Webinar Series PRUDENTIAL Monthly Webinar Registration Trimester Education Series NIW Weekly KaiZen Webinar SAGICOR Prospecting Tools SYMETRA Webinar Reg

Introduction For advisors that embed Quote & Apply on their website, you can now specify the location of where Quote & Apply is embedded so that Launching Quote & Apply from within BOSS opens your emb

Keep track of an eApp with To-Dos Streamlining Your Tasks like Never Before With many simultaneous eApps pending, keeping tabs on an eApp is paramount to its success. That's why we're thrilled to unv

The best agents are the best "fact finders." Fact-Finding requires you to ask great questions. The top producers ask the best questions. Great questions turn into more opportunity to serve clients and

BOSS's Reports page has been refreshed with an improved look, faster load times, and a new Case Duration report showing your historical average case duration. Reports includes: Annualized Premium App

Follow these tips for more efficient workflows when dealing with phone calls and BOSS. Setup Screen Pop for incoming phone calls. Most VOIP providers such as Microsoft Teams, RingCentral, Fonality,

Quote & Apply is now able to determine if medical records are required based on the carriers' age and amount requirements. If medical records are required, the user will be required to provide their d

Only available to preferred agents. @vimeo Contact your BackNine marketing manager or our advanced markets directly by emailing [email protected] to get contracted as a "preferred agent" with KaiZ

We've released several enhancements to BackNine's API: POST /api/v1/eapp-quotes for quoting all products including Universal Life, Whole Life, Long Term Care, and Linked Benefits. POST /api/v1/eapps t

🌟 Act Now to Secure Maximum Funding! 🌟 As summer approaches, so does the closure of our Allianz Standard to Best Program. This is a crucial time for you to get involved in the max funded Indexed Un

BackNine Insurance is actively reaching out to agents who work with corporations seeking executive benefits using guaranteed issue life insurance. Our Preferred KaiZen Agent Program is designed to re

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We've made it easy to promote your Quote & Apply website within your email signature. View the Marketing tab on your Quote & Apply website within BOSS, copy one of the four email signature designs, an

To change where commissions are paid, log into BOSS > Settings > Commissions > and follow the prompts to change your EFT information. The new banking information will be used when generating new carri

BackNine's Quote Request tool is a dynamic form located within BOSS to obtain illustrations ran by our sales desk. If Quote & Apply doesn't support your illustration's design or you prefer to have Bac

Understanding Whole Life Insurance Whole life insurance is a comprehensive insurance product that not only provides a death benefit to beneficiaries but also accumulates cash value over time. Its int