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3 Ways to Add Quote & Apply

16 Oct 2018 » Reid_Tattersall

3 Ways to Add Quote & Apply

Introduction

Below are the three most common Quote & Apply implementations.

1. Embed Quote & Apply into your Website

For customers with an existing website, embedding Quote & Apply allows you to run quotes and take applications on your existing website. Here’s an example website using the embedded method. To set this up, log into BOSS > Quote & Apply > Setup > type in your domain > you’ll receive a script which you can paste into the HTML of your website. Presto!

For customers without a website, or if adding to your website is too difficult (technically or due to compliance), BackNine links are usually the suggested implementation. Over 80% of Quote & Apply applications are completed on a BackNine Link. When you create an account in BOSS, you’ll automatically be emailed a BackNine link, here’s an example BackNine Link: https://app.back9ins.com/apply/ReidTattersall. You can create as many BackNine Links as you like and also customize the name (e.g. https://app.back9ins.com/apply/AgencyName). To create a BackNine Link, log into BOSS > Quote & Apply > click + to add create a new Quote & Apply Link > type in the name you’d like to use > your BackNine Link will be instantly available.

Starting today :wave:, for customers with a website and with a significant amount of agents, Custom Domain Links allow your agents to use Quote & Apply on your domain (e.g. https://life.demoagency.com/AgentName instead of https://app.back9ins.com/apply/AgentName) and don’t require you to set up webpages for your agents. To set this up, email [email protected] the subdomain and domain you want to use (e.g. life.demoagency.com). When we reply, you’ll need to log into your domain’s DNS settings (e.g. GoDaddy), type in the subdomain you provided to [email protected] (e.g. life), and point it to the URL included in our email reply. After you save your DNS settings, email [email protected] again so we can activate your subdomain. Afterward, you’ll be able to create links within BOSS > Quote & Apply > Setup with your custom domain. An example use case is a P&C agency with 200 agents, rather than embedding Quote & Apply into 200 pages, simply add the agents into BOSS and they will automatically be emailed a Quote & Apply website on your domain.

You can reach me at [email protected] with questions, thanks!