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In Force Life Insurance 

Engage Program Features

The In Force Life Insurance Engage Program provides you with multiple solutions to communicate & share content with your Agent partners

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Content Sharing with Agents & Downlines (Dynamic)

  • 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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Document Sharing

  • Secure storage and sharing of Policy Owner documents

  • Share documents with firms, offices and Agents

  • One-to-one document sharing for private documents

  • One-to-many document sharing for industry, product and generic documents

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Direct Messaging with Agents (unlimited messages)

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

  • Full conversation history and message read receipts

  • Secure and auditable


Broadcast Messaging & Group Chat

  • One-to-many in app messages with Agents and lists of Agents

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

  • Full conversation history and message read receipts

  • Message search

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

    • policy event notifications​

    • sales opportunity notifications

    • shared lists notifications

    • new message notifications

    • Agent & office staff invite notifications



  • Policy Owner and policy segmentation based on individual data attributes

  • Agent and network segmentation based on profiles and book of business

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Data Tools

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

  • Create and save lists for communications and document sharing

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Lists Sharing

  • Lists of sale opportunities can be shared with Agents

  • Leverage lists for content sharing and communications

* Distributors must be subscribed to the Activate Program to in order to subscribe to the Engage Program.  You can subscribe to the Engage Program by clicking on the Subscribe button above or through the NIC Distributor App.

Add-On Programs

The add-on programs can be purchased with the Activate Program or at a later date through the NIC Platform.