Life insurance quoting and applications for agents and agencies. Your client pastes their BackNine Insurance key once, and your agent or your code works with their access.
CRM and sales
About BackNine Insurance
Through Operate As, your agent, n8n workflow or code works in BackNine Insurance with your client's own access. Your client pastes their API key from BackNine Insurance once. We store it encrypted, so it never sits in an email or a shared doc. Your agent reaches any endpoint of BackNine Insurance's API through the request tool, with the client's access attached.
Common uses in CRM and sales
Add new leads from forms, emails and calls
Move deals along and log activity after each conversation
Keep contact records clean and complete
BackNine Insurance
BackNine Insurance · CRM and sales
API key
Life insurance quoting and applications for agents and agencies
The client pastes their API key from BackNine Insurance's settings. We store it encrypted.
Tested against BackNine Insurance's live API.
Building with BackNine Insurance? The docs have setup steps and code for every tool.
Add a client, select the services, copy the link. You'll get an email the moment their access is ready. Start free, no card required. Paid plans are one flat monthly price, and a busy month never takes your agents offline.