Save the car trip for later with our easy-to-use eSignature integration. Lower your costs, save time, and elevate the customer experience with the industry's leading eSignature provider. Demo today at the link below:
https://t.co/ue9AUaJsoG
#insurtech#insurance#docusign
We've added enhanced financial validation to Quote & Apply.
✅ Validates requested death benefits against age-based income guidelines
✅ Checks premium affordability based on income and net worth
✅ Helps identify financial suitability issues before carrier submission
In an audit of 2,000 applications, ~3% would not have met these requirements. Catching issues earlier means cleaner submissions and better placement rates.
Quote & Apply now supports drip emails 🚀
✔️ Use BackNine’s default emails or create your own
✔️ Trigger emails based on eApp status (Lead, Sent, Completed)
✔️ Automate follow-ups effortlessly
✔️ Send one-off emails anytime
Turn it on in the Marketing tab and start nurturing leads on autopilot.
Learn more: https://t.co/9cP1t1ej1R
#Insurtech #Automation #EmailMarketing
We’ve added a set of API routes so you can plug into the same data your team uses in BOSS. Check out https://t.co/I4vXcsT1ml
✅ Agencies
✅ Agents
✅ Appointments
✅ Carriers
✅ eApps
✅ Payments
✅ Pay Periods
✅ Quote & Apply Websites
✅ Products
Quotes are now displaying correctly! The issue began at 5:07 PM PST and was resolved at 5:42 PM PST. Thanks for your patience, and apologies for the inconvenience.