BackNine Insurance

Our partnership

Agencies that take a multi-channel approach to selling life insurance can better meet the needs of their agents and customers. Allow customers to buy from your website, use Quote & Apply yourself as an agent, and now you can create life insurance opportunities within PL Rating. With BackNine’s Quote & Apply integration for Vertafore’s PL Rating, agents can see life insurance rates within PL Rating and click to complete a pre-filled application. Setup is simple and the integration is free to use.

BackNine's founders, Mark, Brett, and Reid Tattersall have served the insurance industry for more than 72 years. BackNine's suite of tools simplify the selling of insurance for insurance agents and brokers.

Quote & Apply

Add Quote & Apply to your website for customers to purchase life insurance 24/7. Use one platform to sell products to anyone, anywhere—in person or online through your website, social media, and online marketplaces.

View life insurance rates within PL Rating and click to complete a pre-filled application.
With 22 carriers, a myriad of product types, riders, features, and underwriting rules, offer the best products to your customers.
Real-Time Quoting for Accidental Death, Accumulation Indexed Universal Life, Final Expense, Guaranteed Universal Life, Protection Indexed Universal Life, Return of Premium, Term, Universal Life, and Whole Life.
Simplify advanced life insurance concepts for you and your customers.
Our open market platform empowers users to view a host of products. Users can sort and filter based on desired benefits or relevant options making the choice simple and straightforward.
Save the car trip for later with our easy-to-use DocuSign integration. Lower your costs, save time, and elevate the customer experience with the industry's leading eSignature provider.
Agents and customers receive immediate instruction on next steps as the application is automatically submitted to their chosen carrier.

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BOSS

BOSS provides instant access to managing the lifecycle of your policies. Run your entire business with BackNine's unified cloud software.

Complete case history, including requirements, documents, and notes.
Use built in quoting integrations like Quote & Apply or create any annuity, life, LTC, or disability quote. Through BOSS, you can quote your customers for what they need at lightning speed.
View your year-to-date commissions, pending cases, lifetime active cases, placement ratio, and pending production credit immediately on sign in. Top recent Cases, Tasks, and eApps are easily available.
Make informed business decisions with pre-built reports that provide your key performance indicators. No more manual downloads and complicated formulas, let BOSS do the heavy lifting for you.

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See our multi-carrier quoting and eApplication integrate with PL Rating

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System screenshots