ApproveThis manages your BackNine Insurance Integration approvals.

Why This Integration Isn’t Just Another Corporate Buzzword

Let’s cut to the chase – insurance teams don’t have time for software that creates more work. Between quoting, underwriting, and actually selling policies, your team needs tools that remove bottlenecks, not create them. That’s where connecting ApproveThis and BackNine Insurance through Zapier changes the game.

BackNine’s CRM and quoting tools handle the front end of insurance workflows. ApproveThis handles the back-end decision-making. Together? They create closed-loop automation that lets your team:

• Auto-convert new quotes into approval requests
• Enforce compliance without manual checklists
• Track decisions in real time across distributed teams

And here’s the kicker: ApproveThis approvers don’t need BackNine licenses. When you’re working with external partners or clients who shouldn’t have full CRM access, this becomes your secret weapon for cross-company approvals.

Real-World Use Cases That Actually Matter

1. Killing Quote-to-Approval Lag Time

Scenario: A producer at an agency using BackNine Insurance completes a life insurance application with a client. Normally, this would trigger a game of email tag with underwriters. With ApproveThis?

The Zapier integration automatically:

1. Creates an approval request in ApproveThis
2. Routes it to the correct underwriter based on policy type
3. Updates BackNine’s CRM once approved

Who benefits: Independent agencies handling 50+ applications/month. One Midwest agency cut their approval cycle from 72 hours to 4 hours using this exact setup.

2. Escalating Stuck Applications Automatically

Problem: Applications get buried in approvers’ inboxes. Solution: Use ApproveThis’ approval thresholds to auto-escalate.

Example: Any application over $1M face value gets automatically routed to the chief underwriter if not approved within 24 hours. All tracked in BackNine’s activity timeline.

3. Post-Approval Workflows That Don’t Suck

When an application gets denied in ApproveThis, the integration can:

• Create a new BackNine task for follow-up
• Trigger a revised quote based on denial reasons
• Notify the sales team via Slack

This is where calculated fields shine – automatically adjusting coverage amounts or premiums based on underwriting feedback.

Setup That Takes Less Time Than Your Morning Coffee

Here’s the straight talk on getting this live:

Step 1: Connect the Dots in Zapier

Create a Zap that triggers when either:

• A new Quote and Apply application is created
• An existing application is updated

Zapier’s pre-built templates make this drag-and-drop simple.

Step 2: Map Your Approval Logic

In ApproveThis, set up workflows that match your underwriting rules:

• Conditional routing (e.g., term vs whole life approvals)
• Auto-approvals for policies under set thresholds
• Delegation rules for vacationing underwriters

Step 3: Test With Real Data

Pro tip: Use actual denied applications from last quarter to stress-test your workflows. You’ll find edge cases fast.

Team-Specific Wins That Actually Get Used

Sales Teams: Close Faster

Producers get real-time approval statuses directly in BackNine’s CRM. No more “I’ll check with underwriting” delays during client calls.

Underwriting: Reduce Re-Work

Approval groups ensure the right eyes see applications first. Consensus routing stops the “I thought Bob reviewed this” errors.

Client Management: External Collaboration

Need input from a client’s CPA on a business policy? Add them as an approver without giving them BackNine access. They approve via email – done.

Features You’ll Actually Use (No Bloatware Here)

Email Approvals That Don’t Get Lost

Approvers can reject/approve directly from Gmail or Outlook. No portal logins required. Reminders auto-send if they forget.

Vacation Coverage That Works

Set delegation rules so out-of-office underwriters don’t create bottlenecks. ApproveThis auto-reassigns their queue.

Audit Trails That Keep Compliance Happy

Every decision is timestamped with notes. Exportable reports plug directly into BackNine’s document management.

The Bottom Line

This isn’t about chasing shiny tech. It’s about solving three real problems for insurance teams:

1. Applications getting stuck in approval limbo
2. Compliance risks from manual processes
3. Wasted time on status updates

If your team processes more than 20 applications/month, this integration pays for itself in reduced follow-up time alone.

Next steps:

• Register for ApproveThis (free 14-day trial)
• Book a custom demo focused on insurance workflows
• Use Zapier’s BackNine templates to get started in 10 minutes

No sales jargon. No endless implementation. Just fewer approval headaches.