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In Force Life & Annuities 

Activate Program

The In Force Life & Annuities Activate program provides you with access to in force life and annuity data from multiple Carriers, the ability to view your current book of business as well as content, tools and features, from your Carrier and Distributor Partners.
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In Force Life Policies & Annuity Contracts

  • Agent's book of business
    (in force life & annuity data across multiple Carriers & Distributors)

  • Multiple views and filters to sort, segment & interpret in force life and  annuity data

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Distributor Profile

  • Access to the Distributor profile including services offered, marketing material, product information, support services and links to Distributor websites

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Carrier Profiles

  • Access Carrier profiles including services offered, marketing material, product information, support services and links to Carrier websites

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Policy Owner & Annuitant Profiles & In Force Life & Annuity Information

  • Profiles for each Policy Owner & Annuitant

  • In force data from multiple Carriers

  • Policy notifications and documents

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Search & Filter

  • Search for Policy Owners, Annuitants, policies, contracts & products

  • Filter policies, contracts, Policy Owners and Annuitants by multiple attributes including product type, Carrier, geography and other policy and contract attributes 

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Data Insights

  • Access to in force life and annuity data insights including lapse pending, surrender charge expiration date, renewals and sales & service opportunities 

Sales & Service Opportunities

  • Filter in force policies and contracts to identify sales & service opportunities

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Direct Messaging

  • Direct (one-to-one) messages/chat with Carriers, Distributors & staff

  • Full conversation history and message read receipts

  • Secure and auditable

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Group Chat & Broadcast Messaging

  • Broadcast messages from Carriers and Distributors

  • Many-to-many in app chats to support group conversations

  • Full conversation history and message read receipts

  • Secure and auditable

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Document Storage

  • Secure storage of Policy Owner & Annuitant documents

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Notifications

  • In app & email notifications to your staff and downline including:

    • policy & contract event notifications

    • sales opportunity notifications

    • new message notifications

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Lists

  • Policy Owner & Annuitant lists to support marketing & cross selling opportunities

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3rd Party Access Grants

  • Agents can grant access to their book of business to 3rd parties including support & marketing staff as well as 3rd parties such as accountants

Office View

  • Support for Managing Principals & office views with access to multiple Agents

  • Access for office staff to support multiple Agents

Support Staff Access

  • Administrative and other support staff have a single access to view multiple Agents & their book of business

  • Tools enabling your staff with easy access to data to do their jobs more effectively

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Data Tools

  • Segment, sort and filter data by combining Policy Owner & Annuitant profile Information with in force policy data attributes

  • Create and save lists for communications, document sharing and data export

Agent Resource Center

  • Online help and resources page for Agents

  • Online guides, training and tips on using the NIC Agent App

  • NIC news & events

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