A single platform to connect with all your Agent Partners
Access insights about your Agents & Policy Owners
Identify un-assigned & orphaned policies
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
NIC ROX
Distributor Programs
Activate Program
The ACTIVATE program provides you with access to view your Agents, Policy Owners and current book of business
Distributor In Force Policies
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Distributor profiles
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Distributor book of business
(in force policies across multiple Carriers) -
Book of business statistics & insights
Office & Business Unit Profiles
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Profiles for each business unit in the hierarchy
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Book of business for each business unit
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Office book of business statistics & insights
Agent Profiles & In Force Data
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Profiles for each Agent in the hierarchy
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Book of business for each Agent
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Statistics & insights
Policy Owner Profiles & Policies
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Profiles for each Policy Owner
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Policy information (in force data from multiple Carriers) & documents
Content Sharing (Static)
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Marketing & promotional content
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Product information & links
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Agent support contacts
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Links to your websites
Hierarchy Management
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Manage your operating hierarchies, Agents & downlines
Search & Filter
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Search for Agents, Policy Owners, policies & products
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Segment Agents, Policy Owner & policies by multiple attributes
Data Insights
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Access to in force data insights including pending lapse, renewals & book of business statistics
Sales & Service Opportunities
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Filter in force policies to identify sales & service opportunities
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Communicate to your downline including offices & Agents
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Extract data into a .csv format
Distributor Ambassador
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Ability for a single Distributor user to communicate with all Agents on the NIC Platform
Explore Your Book of Business
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Multiple views of your book of business
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Multiple views of your Agent network
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Filter views by multiple attributes
Engage Program
The ENGAGE Program provides you with multiple solutions to communicate & share content with your Agent partners
Content Sharing (Dynamic)
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Targeted marketing & promotional content
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Product information, website links & support contacts
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Tracking, reporting & statistics
Document Sharing
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Document upload, storage & sharing
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Targeted document sharing
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Read receipts & reporting
Direct Messaging
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Direct (one-to-one) messages/chat with Agents & staff
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Supports document attachments
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Message read receipts
Broadcast Messaging
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Broadcast (one-to-many) messages with Agents
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Message read receipts
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Supports document attachments
Group Chat
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Group (many-to-many) messages/chat with Agents
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Message read receipts
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Supports document attachments
Notifications
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In force policy notifications for Agents & Policy Owners
Lists
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Agent, Policy Owner, policy, product, & Carrier lists
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Ability to export into .csv
E-mail Marketing
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E-mail marketing with Hubspot
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Custom e-mail templates
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Tracking & reporting
Data Extracts
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Ability to extract your contact and policy data into a .csv
* 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
Apps & Tools Integration
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Integration with your tools, apps, services & forms
CRM Integration
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Integration with your Client Relationship Management (CRM) solution for Distributors & Agents