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NIC Sales Opportunity Report
January 2023
‘A single report that summarizes all of your in force sales and client engagement opportunities including renewals, conversions, lapsed and lapse pending policies as well as market opportunities and more’. Now available for all NIC subscribers!
F&G
December 2022
F&G in force annuity feed goes live on NIC!
Carrier Sales Team Profiles
November 2022
Want instant access to your Carrier sales and support teams? NIC now enables Carriers to enhance their profile to include their sales and support teams for each of their Distribution partners making it faster and more efficient for everyone!
Distributor Sales Team Profiles
October 2022
Want to provide your Agents with easy access to your sales and support teams? NIC now enables Distributors to enhance their profile to include their sales and support teams for each of their Agent partners making it faster and more efficient for everyone!
Policy Watch
September 2022
NIC's new Policy Watch feature enables you to set thresholds on multiple policy attributes and NIC alerts the user where thresholds are reached.
Sales Trends, Maturity & Conversion Opportunties
July 2022
SALES TRENDS
NIC's Sales Trends empowers you with access to sales statistics for your in force book. It is available for every book of business in BGA hierarchy.
MATURITY OPPORTUNITIES
View all your policies maturing in the next 30, 60, 90, 180 days in one place. Create maturity policy lists and share with your Agents.
CONVERSION OPPORTUNITIES
View all your term conversion opportunities broken down by Carrier and their conversion rules. Share those conversion opportunities with your Agents.
Term Renewal Opportunities
June 2022
We have expanded the Renewal Opportunities section on Insights page to include all Term products.
New Resource Center
May 2022
We have launched new NIC Distributor & Agent Resource Centers enabling Distributor and Agent users to access help tutorials directly from the apps.
NIC welcomes Highland Capital Brokerage to the platform!
April 2022
Highland Capital Brokerage has joined NIC to provide their downline firms, offices and agents access to in force data.
Highland Capital Brokerage is a dynamic insurance, annuity, and longevity planning distribution company providing innovative protection and income solutions to advisors.
Subscriptions
February 2022
NIC Subscriptions enables Agents to purchase features through the NIC Advisor App.
NIC welcomes Insurance Designers of Dallas to the platform!
January 2022
Insurance Designers of Dallas has joined NIC to provide their downline and agents access to in force data.
Insurance Designers of Dallas is a Brokerage General Agency in Dallas, Texas, and a founding member of one of the nation’s leading IMO’s, Insurance Designers of America.
NIC welcomes Valmark Financial Group to the platform!
December 2021
Valmark Financial Group has joined NIC to provide their downline member firms and agents access to in force data.
Valmark’s unique value proposition lies in our combination of offerings as a full-service broker-dealer, registered investment advisor and insurance producer group
Nailba 39: Take 5 with Insured Connect
November 2021
NIC and NAILBA partner to bring in force data to the BGA community!
NIC welcomes First Financial Resources (FFR) to the platform!
July 2021
First Financial Resources (FFR) has joined NIC to provide their downline member firms and their member Agents access to in force data.
First Financial Resources (FFR) is a producer group founded in 1987 and solely owned by its member Agents.
NIC welcomes CBIZ Life Insurance Solutions to the platform!
May 2021
CBIZ Life Insurance Solutions has joined NIC to provide their downline firms and Agents access to in force data.
CBIZ Life Insurance Solutions, Inc is a full service life brokerage general agency founded with the sole purpose of doing business with life insurance professionals who always place their clients first.
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Legal & General
April 2021
Banner in force life policy feed goes live on NIC!
NIC Annuity Module
April 2021
NIC introduces the Annuity module with 7 participating Carriers and many more to come.
NIC welcomes Crump Life Insurance Services to the platform!
March 2021
Crump Life Insurance Services has joined NIC to provide their downline firms and their Agents access to in force data.
From their beginnings in 1920 through today, Crump has been serving insurance professionals and supporting the distribution of traditional and variable life, annuity, long term care, disability, and health products.
Mutual of Omaha & North American
February 2021
Mutual of Omaha and North American policy feeds go live on NIC!
Symetra
December 2020
Symetra in force policy feed goes live on NIC!
NIC welcomes Diversified Brokerage Services (DBS) to the platform!
October 2020
Diversified Brokerage Services (DBS) has joined NIC to provide their Policy Servicing team and downline Agents easy access to in force policy data.
Diversified Brokerage Services is one of the largest brokerage general agencies in the United States specializing in life insurance, and they are proud of the fact that they have been a family run business since 1968.
AIG & Securian
September 2020
NIC is partnering with more carriers. AIG and Securian in force policy feeds go live on NIC!
NIC welcomes Cavalier Associates to the platform!
August 2020
Cavalier Associates has joined NIC to provide their downline firms & Agents easy access to in force policy data.
Since 1993, Cavalier Associates has built a reputation for delivering sales, marketing, planning and underwriting support to the upscale life insurance producer. They are dedicated to strengthening their position through the expansion of their Agency’s marketing team, which they believe is the best in the business.
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Protective & Penn Mutual
July 2020
Protective and Penn Mutual in force policy feeds go live on NIC!
NIC welcomes Simplicity Life to the platform!
May 2020
Simplicity Life has joined NIC to provide their downline firms & Agents easy access to in force policy data.
Over the course of its 40-year history, Simplicity Life has become the preeminent annuity and life insurance marketing organization supporting independent financial professionals, sub-IMOs and financial institutions. The organization was built on the foundation of providing innovative tools, training, and professional support around the optimized use of life insurance.
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Allianz Life
November 2019
Allianz Life in force policy feeds go live on NIC!
John Hancock & Principal
July 2019
Allianz Life in force policy feeds go live on NIC!
Prudential, Lincoln & Nationwide
June 2019
NIC continues forming carrier partnerships with Prudential, Lincoln and Nationwide in force policy feeds going live!
NIC welcomes NFP to the platform!
May 2019
NFP has joined NIC to provide their downline firms & Producers easy access to in force policy data.
NFP is a leading insurance broker and consultant providing specialized property and casualty, corporate benefits, retirement and individual solutions through its licensed subsidiaries and affiliates.
Equitable (formerly AXA)
March 2019
Equitable in force policy feeds going live!
