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Your first steps with BackNine
Understand how it works, get set up, and submit your first application.
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01 · UNDERSTAND THE BASICS
A few answers before you begin.
Start with the questions agents ask most. Open any answer for a quick explanation.
Have another question? Talk to our teamWhat is BackNine?
BackNine is a brokerage general agency that helps insurance agents access carriers, handle contracting, and place business. BOSS is your workspace for managing your business, and Quote & Apply helps you quote and submit applications online.
Learn how BackNine worksWhat does it cost?
BOSS and Quote & Apply are included when you place business through BackNine, with $0 setup and additional fees. The insurance carrier pays your agent commission and pays BackNine a separate commission as your general agency. That commission funds our tools and support, so we don’t charge you a fee. See what’s included and explore agent commissions.
See pricing and what’s includedWho owns the client?
Your policyholders are your clients. BackNine supports you as the insurance advisor and does not share client data between unaffiliated advisors. Read the full explanation for how BackNine handles client communication and data.
Read about client ownershipHow do commissions work?
Agents earn the writing agent commission on issued policies and are appointed directly with carriers as needed. Commission rates depend on the carrier, product, and commission schedule. Explore starting rates and how to qualify for higher levels.
View agent commissionsDo I need carrier appointments before submitting business?
Many states allow appointments to be processed alongside an application, while some require an appointment before you can proceed. Complete your contracting in BOSS so BackNine has the information needed to arrange your carrier appointments.
Understand carrier appointments02 · GET SET UP
Get ready to write business.
Create your BOSS account, complete your profile, and provide the information needed for contracting.
- Create your accountBOSS is your workspace for applications, cases, and commissions.
- Complete your profile and contractingKeep your personal information, E&O, and required training up to date.
- Set up Quote & ApplyCustomize it for your clients. Adding it to your website is optional.
03 · WRITE YOUR FIRST CASE
From your first quote to application.
Once your setup is complete, use Quote & Apply to help a client compare options and begin an application.
- Start a quoteLaunch Quote & Apply from BOSS, or request help from our team.
- Complete the applicationWork through it with your client, or let them review and complete it online.
- Follow the case in BOSSKeep track of the application and work with our team on the next steps.
KEEP EXPLORING
More answers and guides
Go deeper when you need a little more detail.
Ready to get started?
Create your account and take your first step with BackNine.