# BOSS (Back Office Support System)

> BOSS is BackNine's web application for insurance agents, agencies, and internal staff. Users quote coverage, run Quote & Apply flows, manage cases and electronic applications, track commissions, maintain clients and advisor records, and configure account settings.

BOSS is primarily an authenticated single-page application at `https://app.back9ins.com`. Most product workflows require sign-in. Prefer the stable URLs below over reconstructing multi-step click paths. Do not request or expose credentials, API keys, tokens, or private customer data.

This file is the public discovery index for browser and LLM agents. Authenticated product data remains behind sign-in.

## Product

- [Sign in](https://app.back9ins.com/sign-in): Sign in to BOSS with email/password, SSO, or passkey
- [Sign up](https://app.back9ins.com/sign-up): Create a new BOSS account
- [Forgot password](https://app.back9ins.com/forgot-password): Request a password reset (SSO accounts are redirected to their identity provider)
- [Home](https://app.back9ins.com/): Authenticated home dashboard (redirects to sign-in when logged out)
- [Help Center](https://app.back9ins.com/help-center): In-app help articles and training series
- [Contact](https://app.back9ins.com/contact): BackNine team contact directory (authenticated)

## Quote & Apply

Quote & Apply is BackNine's public-facing life insurance quoting and electronic application (eApp) tool. Consumers get instant term/permanent life quotes and complete a fully digital application (including e-signature) in one flow. Agents embed it on their own website or use their hosted BackNine site; they manage the resulting eApps and website settings inside BOSS.

Try / demo it publicly (no BOSS login required):

- [Quote & Apply (BackNine)](https://demo.back9ins.com/apply/demo): Live consumer-facing Quote & Apply demo on BackNine's site
- [Quote & Apply overview](https://back9ins.com/quote-and-apply): What Quote & Apply is and how agents use it

Manage it inside BOSS (authenticated):

- [Quote & Apply workspace](https://app.back9ins.com/quote-and-apply): Q&A hub for eApps and websites
- [List view](https://app.back9ins.com/quote-and-apply?view=list): eApp list
- [Pipeline view](https://app.back9ins.com/quote-and-apply?view=pipeline): Kanban pipeline of eApps
- [Websites view](https://app.back9ins.com/quote-and-apply?view=websites): Directory of Quote & Apply websites; open a site at `/quote-and-apply/:id` (`?page=` for settings tabs)
- [Analytics guide](https://docs.back9ins.com/#analytics): Quote & Apply analytics reference

## Application (authenticated)

Stable deep links for common workflows after sign-in. Record detail pages use path params (for example `/quotes/123`, `/cases/456`) and often `?page=` for tabs.

- [Quotes](https://app.back9ins.com/quotes): Quoting workspace; detail at `/quotes/:id` (`?page=`, `?highlight-todo=`)
- [Create quote request](https://app.back9ins.com/quotes/create): Start a multi-carrier quote request
- [Cases](https://app.back9ins.com/cases): Case list; detail at `/cases/:id` (`?page=`, `?task=`, `?email-id=`)
- [Create case](https://app.back9ins.com/cases/create): Create a standard case (elevated roles)
- [Clients create](https://app.back9ins.com/clients/create): Create a client; detail at `/clients/:id`
- [Commissions](https://app.back9ins.com/commissions): Commission statements and payments (visibility varies by role)
- [Applications](https://app.back9ins.com/applications): Forms, applications, and calculators
- [Settings](https://app.back9ins.com/settings): Account settings (`?page=` opens a specific tab)
- [Personal report](https://app.back9ins.com/reports/personal): Personal production report

## Documentation

- [API documentation](https://docs.back9ins.com/): Developer API setup, webhooks, and analytics
- [Help desk](https://help.back9ins.com/): BackNine help center
- [BackNine website](https://back9ins.com/): Company and product overview

## Optional

- [API setup guide](https://docs.back9ins.com/#api-setup): Creating and using BOSS API keys
- [Webhooks guide](https://docs.back9ins.com/#webhooks): Configuring case and eApp webhooks