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

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Distributor Programs

Activate Program

The ACTIVATE program provides you with access to view your Agents, Policy Owners and current book of business
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Distributor In Force Policies

  • Distributor profiles

  • Distributor book of business
    (in force policies across multiple Carriers)

  • Book of business statistics & insights

Office & Business Unit Profiles

  • Profiles for each business unit in the hierarchy

  • Book of business for each business unit

  • Office book of business statistics & insights

Agent Profiles & In Force Data

  • Profiles for each Agent in the hierarchy

  • Book of business for each Agent

  • Statistics & insights

Policy Owner Profiles & Policies

  • Profiles for each Policy Owner

  • Policy information (in force data from multiple Carriers) & documents

Content Sharing (Static)

  • Marketing & promotional content

  • Product information & links

  • Agent support contacts

  • Links to your websites

Hierarchy Management

  • Manage your operating hierarchies, Agents & downlines

Search & Filter

  • Search for Agents, Policy Owners, policies & products

  • Segment Agents, Policy Owner & policies by multiple attributes

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Data Insights

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

Sales & Service Opportunities

  • Filter in force policies to identify sales & service opportunities

  • Communicate to your downline including offices & Agents

  • Extract data into a .csv format

Distributor Ambassador

  • Ability for a single Distributor user to communicate with all Agents on the NIC Platform

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Explore Your Book of Business

  • Multiple views of your book of business

  • Multiple views of your Agent network

  • 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)

  • Targeted marketing & promotional content

  • Product information, website links & support contacts

  • Tracking, reporting & statistics

Document Sharing

  • Document upload, storage & sharing

  • Targeted document sharing

  • Read receipts & reporting

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Direct Messaging

  • Direct (one-to-one) messages/chat with Agents & staff

  • Supports document attachments

  • Message read receipts

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Broadcast Messaging

  • Broadcast (one-to-many) messages with Agents

  • Message read receipts

  • Supports document attachments

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Group Chat

  • Group (many-to-many) messages/chat with Agents

  • Message read receipts

  • Supports document attachments

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Notifications

  • In force policy notifications for Agents & Policy Owners

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Lists

  • Agent, Policy Owner, policy, product, & Carrier lists

  • Ability to export into .csv

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E-mail Marketing

  • E-mail marketing with Hubspot

  • Custom e-mail templates

  • Tracking & reporting

Data Extracts

  • 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

  • Single-Sign-On with your Agent portal

AMS Integration

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

Apps & Tools Integration

  • Integration with your tools, apps, services & forms

CRM Integration

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