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In Force Life Insurance 

Activate Program Features

The In Force Life Insurance Activate Program provides you with access to in force life data from multiple Carriers and the ability to view your current Book of business. 

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Distributor In Force Policies

  • Single, multi-Carrier view of your book of business

  • Policy & Policy Owner segmentation

  • Data insights including sales & service opportunities

Office & Business Unit Profiles

  • Profiles for each business unit in the hierarchy, including firms and offices

  • Book of business for each business unit

  • Data insights, sales & service opportunities for each business unit

Agent Profiles & In Force Policies

  • Profiles for each Agent in the hierarchy

  • Book of business for each Agent in the hierarchy (in force policies from multiple Carriers)

  • Data insights, sales & services opportunities for each Agent

Search & Filter

  • Search for Agents, Policy Owners, policies & products

  • Segment Policy Owner & policies by multiple attributes including product type, Carrier, geography and other policy attributes

Sales & Service Opportunities

  • Filter in force policies to identify sales & service opportunities

  • 'Single-mouse-click' to share sales & service opportunities with your downlines

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Distributor Staff Access

  • Access for sales managers, case managers, marketing teams and support staff

  • Segment your hierarchy and provide staff with a restricted view of your book

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

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Content Sharing with Agents (static content only)

  • Advertise conferences, webinars and product information to Agents and downlines

  • Promote Agent Websites, tools, services and programs to Agents and downlines

  • Links to apps and technology tools

Distributor Resource Center

  • Online help and resources page for Distributor users

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

  • NIC news & events

Policy Owner Profiles & In Force Policies

  • Profiles for each Policy Owner

  • In force data from multiple Carriers

  • Policy notifications and documents

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Data Insights

  • Access to in force data insights including lapse pending, renewals & book of business statistics

  • Explore book of business for conversion opportunities

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Dormant Agents & Orphan Policies

  • Access to information about dormant Agents

  • Access orphan policies

  • Re-assign Agents & Policies to active business units

  • Tools to mine dormant Agents and their book

Distributor Ambassador

  • Provides a single Distributor user with the ability to communicate using direct messaging with all of their Agents on the NIC Platform

Management Tools

  • Manage your operating hierarchies, Agents & downlines

  • Communicate with all Agents through the platform (single user)

  • Explore multiple views of your book of business and your Agent network

  • Search, filter and create segments using multiple data attributes

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 Add-On Programs

The add-on programs can be purchased with the Activate Program or at a later date through the NIC Platform.