Access to in force data from multiple Carriers

Data driven sales & service opportunities

Single view of your Policy Owner

Admin Access (on-behalf-of)

Technology Hub into Carrier & Distributor apps & tools

Notifications

Document storage

Targeted content sharing

Direct messaging, broadcasts, group chat & e-mail

In Force Policies

• Agent's book of business
  (in force policies across multiple Carriers & Distributors)

• Multiple views and filters to sort, segment & interpret in force data

Distributor Profile

• Access to the Distributor profile including services offered, marketing material, product information, support services and links to Distributor websites

Carrier Profiles

• Access Carrier profiles including services offered, marketing material, product information, support services and links to Carrier websites

Policy Owner Profiles & In Force Policies

• Profiles for each Policy Owner

• In force data from multiple Carriers

• Policy notifications and documents

Search & Filter

• Search for Policy Owners, policies & products

• Filter policies and Policy Owners by multiple attributes including product type, Carrier, geography and other policy attributes 

Data Insights

• Access to in force data insights including pending lapse, renewals, sales & service opportunities and other attributes

Sales & Service Opportunities

• Filter in force policies to identify sales & service opportunities

• Extract data into .csv format for easy upload into 3rd party applications and sales tools

Direct Messaging

• Direct (one-to-one) messages/chat with Carriers, Distributors & staff

• Full conversation history and message read receipts

• Secure and auditable

Group Chat & Broadcast Messaging

• Broadcast messages from Carriers and Distributors

• Many-to-many in app chats to support group conversations

• Full conversation history and message read receipts

• Secure and auditable

Document Storage

• Secure storage of Policy Owner documents

Notifications

• In app & email notifications to your staff and downline including:

  • policy event notifications

  • sales opportunity notifications

  • new message notifications

​

Lists

• Policy Owner lists to support marketing & cross selling opportunities

3rd Party Access Grants

• Agents can grant access to their book of business to 3rd parties including support & marketing staff as well as 3rd parties such as accountants

Office View

• Support for Managing Principals & office views with access to multiple Agents

• Access for office staff to support multiple Agents

Administrative Assistant Access

• Administrative and other support staff have a single access to view multiple Agents & their book of business

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

Data Tools

• Segment, sort and filter data by combining Policy Owner profile Information with in force policy data attributes

• Create and save lists for communications, document sharing and data export

• Export data into .csv with a single mouse click

Agent Resource Center

• Online help and resources page for Agents

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

• NIC news & events