A multi-Carrier platform that provides access to your in force life and annuity data and creates digital connections with your Agents
Access insights about your Agents & Policy Owners
Agent & Policy Owner segmentation
View your book of business
Single view of your Agent and their book of business
Single view of the Policy Owner
Direct messaging, broadcasts, group chat, e-mail & SMS
Targeted content sharing
Document sharing
Notifications
Technology Hub for all Agents to access your apps & tools
Activate Program
The ACTIVATE program provides you with access to in force data from multiple Carriers and
the ability to view your current Book of Business
Distributor In Force Policies
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Single, multi-Carrier view of your book of business
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Policy & Policy Owner segmentation
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Data insights including sales & service opportunities
Office & Business Unit Profiles
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Profiles for each business unit in the hierarchy including firms and offices
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Book of business for each business unit
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Data insights, sales & service opportunities for each business unit
Agent Profiles & In Force Policies
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Profiles for each Agent in the hierarchy
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Book of business for each Agent in the hierarchy (in force policies from multiple Carriers)
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Data insights, sales & services opportunities for each Agent
Policy Owner Profiles & In Force Policies
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Profiles for each Policy Owner
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In force data from multiple Carriers
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Policy notifications and documents

Content Sharing with Agents (static content only)
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Advertise conferences, webinars and product information to Agents and downlines
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Promote Agent Websites, tools, services and programs to Agents and downlines
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Links to apps and technology tools
Engage Program
The ENGAGE Program provides you with multiple solutions to communicate & share content with your Agent partners
Content Sharing with Agents & Downlines (Dynamic)
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Advertise conferences, webinars and product information to Agents and downlines
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Promote Agent websites, tools, services and programs to Agents and downlines
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Links to apps and technology tools
Document Sharing
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Secure storage and sharing of Policy Owner documents
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Share documents with firms, offices and Agents
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One-to-one document sharing for private documents
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One-to-many document sharing for industry, product and generic documents
Direct Messaging with Agents (unlimited messages)
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Direct (one-to-one) messages and chat with Agents & staff
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Full conversation history and message read receipts
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Secure and auditable
Broadcast Messaging & Group Chat
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One-to-many in app messages with Agents and lists of Agents
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Many-to-many in app chats to support group conversations
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Full conversation history and message read receipts
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Message search
Segmentation
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Policy Owner and policy segmentation based on individual data attributes
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Agent and network segmentation based on profiles and book of business

Data Tools
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Segment, sort and filter data by combining Agent and Policy Owner profile information with in force policy data attributes
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Create and save lists for communications, document sharing and data export
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Export data into .csv with a single mouse click
* Distributors must own the Activate Program to purchase the Engage Program. The Engage Program can be purchased through the NIC Distributor App.
Accelerate Program
The ACCELERATE program provides you with APIs and integration tools to digitize and integrate the sales & fulfillment processes.

Agent Portal Integration
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Single-Sign-On with your Agent portal

AMS Integration
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Integration with your Agent Management System (AMS) to enable easy movement between pending & in force policies on NIC

Marketing Automation Integration
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Integration with your marketing automation solution to enable you to leverage in force policy data for targeted campaigns

Apps & Tools Integration
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Integration with your tools, apps, services & forms (e.g. in force illustration tools or address change forms/apps)

CRM Integration
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Integration with your Client Relationship Management (CRM) solution for Distributors & Agents