Subscribing to our webhooks allows you to integrate Case and Quote & Apply application data with your systems. We’ll send a POST request to your desired endpoint everytime a Case or Quote & Apply application is saved. View example response data and more within our API docs.

We’ve been supporting Quote & Apply webhooks since early 2020 and we excited to add support for cases.

Example Use Cases

• Acme Insurance Agency wants to track their Quote & Apply applications so their call center can call prospects when the prospect provides their contact information. Using the webhook, Acme receives the Quote & Apply application data and stores it in their database. Once they receive the data with an insured’s phone and email, a call center agent is notified and calls the prospect.

• A CRM uses BackNine’s webhooks to display up to date Case and Quote & Apply data within their CRM for their users.

• John Doe Insurance Services wants their Quote & Apply prospects to be added to their email marketing campaigns. They connect this hook to their email marketing program so the prospect receives emails from John Doe Insurance Services.

Get started

We support two methods to retrieve your Case and Quote & Apply application data.

• On the integrations page in BOSS, paste in your desired endpoint for us to POST data to. This option is completely free for unlimited amount of data transfers.

• You can receive Case and Quote & Apply application data through Zapier. Zapier has over 2,000 integrations to make it easier for you to take Case and Quote & Apply application data and integrate it with other Zapier integrations. Click here to get started with Zapier. Using Zapier requires a Zapier account and you may be subject to Zapier fees based on your usage.

Supported webhooks

Cases:

• receive the latest case and related data everytime your case is saved.

Quote & Apply:

• receive the latest Quote & Apply and related data everytime your Quote & Apply application is saved.
• receive the latest Quote & Apply and related data when an insured’s contact information is added. This webhook will only trigger once per Quote & Apply application.

In closing

Agencies and software companies looking to grow their life insurance production can do so by making the process simpler. These webhooks can create a better user experience and provide you with your data so you can take your marketing to the next level.