BackNine Insurance and Salesflare
How to connect BackNine Insurance
- Via Zapier — 3 operations available. Set it up ↗
What you can automate
- When quote and Apply Application Created With Insured in BackNine Insurance, create opportunity in Salesflare.
About BackNine Insurance
BackNine is a tech enabled general agency geared towards selling life insurance that enables its users with a free to use CRM and online quoting software.
BackNine Insurance operations on Zapier
Triggers (3)
Start a workflow when this happens
- Case Created or Updated — Triggers when a case is created or updated
- Quote and Apply Application Created With Insured — Triggers when a Quote and Apply Application obtains contact information for the insured.
- Quote and Apply Application Updated — Triggers when a Quote and Apply Application is updated.
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