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In Force Life Insurance

& Annuity

Activate Program Features

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

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Distributor In Force Life Policies & Annuity Contracts

  • Single, multi-Carrier view of your life and annuity book of business for all participating Carriers

  • Filters to sort and segment your life policies and annuity contracts by multiple attributes

  • Life and annuity insights, including sales & service opportunities

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Firm, Office & Business Unit Profiles

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

  • Life and annuity books of business for each business unit

  • Life & annuity data insights, and sales & service opportunities for each business unit

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Agent Profiles, In Force Life Policies & Annuity Contracts

  • Profiles for each Agent in the hierarchy

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

  • Life and annuity insights for each Agent including sales & service opportunities

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Policy Owner Profiles & In Force Life Policies & Annuity Contracts

  • A profile for each Policy Owner & Annuitant

  • In force life policy and annuity contract information for each Policy Owner & Annuitant

  • Policy and contract notifications and documents

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Search & Filter

  • Search for Agents, Policy Owners, Annuitants, policies, contracts & products

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

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Data Insights

  • Access to in force life and annuity data insights, including lapse pending, surrender charge expiration dates, renewals & book of business statistics

  • Explore book of business for conversion opportunities

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Sales & Service Opportunities

  • Filter in force policies & contracts to identify sales & service opportunities

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

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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

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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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Distributor Ambassador

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

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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

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Distributor Resource Center

  • Online help and a resources page for Distributor users

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

  • NIC news & events

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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. 

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