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Annuity Data Program Setup Process 

Welcome to NIC, we look forward to partnering with you. Getting set up on NIC is a three-phased process and each phase requires multiple steps to be completed.

PHASE I Distributor Set Up & Subcription


Step i) Primary Contact Information & Program Manager Step ii) Distributor Profile Step iii) Annuity Carrier Partners Step iv) Program Subscriptions




PHASE II Distributor Onboarding & Validation


Step i) In Force Data Authorizations Step ii). Hierarchy Set Up Step iii) Pre-Production & Validation Step iv) Distributor User Set Up Step v) MSA




PHASE III Production & Training


Step i) Production Launch Step ii) Distributor User Training Step iii) Distributor Website Add-On (optional co-branded webpage to provide Agents with access to NIC through the Distributor website) Step iv) Agent Communications & Invites





NOTE: During Phase 3 NIC can also work through any Single-Sign-On (SSO) and integrations to various Distributor websites, tools and applications.

Once you have completed the Distributor Set Up and Subscription Process someone from NIC will be in touch to guide you through the onboarding and validation process. If you need any assistance throughout the set up process you may contact us at distributor.onboarding@ins-connect.com and we will respond within 24 hours. 

To start simply click 'NEXT

To learn more about NIC please visit us at meetnic.com