<?xml version="1.0" encoding="UTF-8"?><oembed><type>video</type><version>1.0</version><html>&lt;iframe src=&quot;https://www.loom.com/embed/ed63a5d67ff348f4a462084ac27db43e&quot; frameborder=&quot;0&quot; width=&quot;1920&quot; height=&quot;1440&quot; webkitallowfullscreen mozallowfullscreen allowfullscreen&gt;&lt;/iframe&gt;</html><height>1440</height><width>1920</width><provider_name>Loom</provider_name><provider_url>https://www.loom.com</provider_url><thumbnail_height>1440</thumbnail_height><thumbnail_width>1920</thumbnail_width><thumbnail_url>https://cdn.loom.com/sessions/thumbnails/ed63a5d67ff348f4a462084ac27db43e-e282552431e1034f.gif</thumbnail_url><duration>237.141</duration><title>BackNine in 5: Add Life Insurance to an EZLynx P&amp;amp;C Quote</title><description>Turn an existing EZLynx personal lines quote into a life quote without re-entering a single piece of client information.

Open the applicant, go to the Quotes tab, open the three-dot menu on the quote, and choose View Details. At the bottom of the Quote Detail screen, select the BackNine option to add life insurance. EZLynx bridges the client&apos;s name, date of birth, gender, email, and occupation into your branded BackNine site.

The quote you land on is a teaser. Go back through the flow and add health rating, nicotine or cannabis use, and height and weight before you share it. Build drives the underwriting class, and personal lines quotes don&apos;t carry it.

Then share the quote by link, by email, or as a PDF that shows every carrier and premium side by side. The client can apply from the PDF. Once they sign their portion, you sign yours in DocuSign, and BackNine case management takes the carrier follow-up from there.

The producer running the quote needs an active life license in the client&apos;s state.</description></oembed>