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Insurance Management in the Cloud with BOSS

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

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Why use BOSS?

BOSS Seamlessly Integrates with Quote & Apply™, Case Management, and All Things Life, Annuities, Disability, and Long-Term Care.

Meet Your New Dashboard
BOSS provides instant access to managing the lifecycle of your policies. Run your entire business with our unified cloud software.
Your privacy is our responsibility
Any time data moves between your devices or our databases, we encrypt it to keep it secure. Protecting information about our customers is key to our business.
View Cases Online
Complete case history, including requirements, documents, and notes.
Utilize our 150+ Unique Carrier Partnerships
BOSS is powered by over 150+ top-rated U.S. carriers. Be supported by BackNine Staff, Case Management, and around-the-clock support. Your clients will have solutions for every life stage and budget.
Clear Spring Life and Annuity Company
Corebridge Financial
Equitable
Equitrust
Fidelity and Guaranty
First Symetra
Global Atlantic
Guaranty Income life Insurance Company
Guardian

BOSS is the Uncontested Insurance Management Platform

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 from this view.
History at a Glance
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 from this view.
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.
Instantaneous Quoting
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.
All the case information you need in one place. Through the cases view, you can see Tasks, Details, Parties, Commissions, Documents, Timeline, and Chat.
Manage Cases
All the case information you need in one place. Through the cases view, you can see Tasks, Details, Parties, Commissions, Documents, Timeline, and Chat.
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. No IT help required.
Historical Reporting
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. No IT help required.