BackNine logo

BackNine

The perfect marriage of technology and all things life, annuities, disability, and long-term care

Distribution & Sales Established Bootstrapped
Visit Website

Overview

BackNine Insurance and Financial Services is a technology-driven life insurance brokerage general agency (BGA) that has transformed the way insurance professionals quote, apply for, and manage life insurance, annuities, disability, and long-term care products. Founded in 2008 by Mark Tattersall and his sons Brett and Reid, BackNine identified a critical gap in the wholesale life insurance space and set out to build a platform that could modernize how insurance is bought and sold.

Operating across all 50 states with partnerships spanning over 160 top-rated U.S. carriers, BackNine provides its proprietary technology platforms at no cost to agents, eliminating financial barriers and enabling insurance professionals to focus on serving their clients. The company has grown from a small startup to a national leader in the insurance brokerage technology space.

BackNine serves a diverse range of verticals including P&C agencies, banks, credit unions, financial advisors, tax firms, and RIA practices, offering white-labeled solutions that integrate seamlessly into existing workflows through partnerships with major agency management systems.

Products & Services

Quote & Apply

Industry-leading multi-carrier consumer-facing quote and application system that enables agents and their clients to get quotes in seconds and apply in minutes. It was the first multi-carrier consumer-facing quote and application platform in the life insurance industry.

Key Features

  • Instant multi-carrier quoting across 160+ carriers
  • Digital eApplication submission
  • Pre-filled applications via AMS integrations
  • White-label capability for agency branding
  • 24/7 lead-to-issue workflows
  • Built-in DocuSign integration

Target Users: Agents, Brokers, P&C Agencies, Banks, Credit Unions

BOSS (Back Office Support System)

Comprehensive CRM and case management platform providing real-time case tracking and around-the-clock support to streamline operations for agencies.

Key Features

  • Real-time case management and tracking
  • 24/7 back office support
  • Access to 160+ top-rated carriers
  • Marketing assistance tools
  • Advanced case design support
  • Automated workflow management

Target Users: Agents, Brokers, Agencies

Comparison Tools

Specialized tools for side-by-side product comparisons across multiple insurance categories.

Key Features

  • Supplemental Retirement Income tool for accumulation IUL policies
  • Long-term care comparison tool (traditional LTC, whole life with linked benefits, life with LTC riders)
  • Needs analysis calculator
  • Assisted product selection

Target Users: Agents, Financial Advisors

Advanced Markets Department

Specialized team handling complex insurance transactions and high-net-worth planning.

Key Features

  • Annuity planning and placement
  • Complex business transactions
  • Employee benefits consulting
  • Disability coverage planning
  • SBA loan security planning

Target Users: Financial Advisors, High-Net-Worth Clients

At a Glance

Founded
2008
Headquarters
Westlake Village, California
Employees
11-50
Funding
Bootstrapped

Category & Focus

Category
Distribution & Sales
Subcategories
Multi-Carrier Quoting eApplication Platform Agency Management Case Management
Insurance Verticals
Life & Annuity Long-Term Care Disability
Target Customers
Agents, Brokers, Banks, Credit Unions, Financial Advisors

Customers

  • 70+ banks and credit unions
  • Large P&C agencies nationwide
  • Financial advisors and RIA practices
  • Tax firms

Links

Similar Companies

Last updated: 2026-03-25