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Activate Program Features
The In Force Annuity Activate Program provides you with a single, multi-Carrier solution to access your in force book of annuity contracts.
If you are a current NIC subscriber and use NIC to access your in force life insurance data, you will have access to a single view of your book including both life and annuity data for your firm, your downline firms, offices, Agents, and Policy or Contract Owners.
Distributor In Force Annuity Contracts
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Single, multi-Carrier view of annuity book of business for all participating Carriers
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Filters to sort and segment your annuity contracts by multiple attributes
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Annuity insights including sales & service opportunities
Firm, Office & Business Unit Profiles
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Profiles for each business unit in your hierarchy, including firms and offices
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Annuity books of business for each business unit
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Annuity data insights, and sales & service opportunities for each business unit
Agent Profiles & In Force Annuity Contracts
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Profiles for each Agent in the hierarchy
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Book of business for each Agent in the hierarchy (in force annuity contracts from multiple Carriers)
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Annuity insights for each Agent including sales & service opportunities
Policy Owner Profiles & Annuity Contracts
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A profile for each Annuitant
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In force annuity contract information for each Annuitant
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Contract notifications and documents
Search & Filter
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Search for Agents, Annuitants, policies, contracts & products
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Segment Annuitant & contracts by multiple attributes including product type, Carrier, geography and other contract attributes
Data Insights
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Access to annuity contract insights including surrender charge expiration dates
Sales & Service Opportunities
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Filter annuity contracts to identify sales & service opportunities
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'Single-mouse-click' to share sales & service opportunities with your downlines
Distributor Ambassador
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Provides a single Distributor user with the ability to communicate using direct messaging with all of their Agents on the NIC Platform
Distributor Staff Access
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Access for sales managers, case managers, marketing teams and support staff
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Segment your hierarchy and provide staff with a restricted view of your book
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Tools enabling your staff with easy access to data to do their job more effectively
Content Sharing with Agents (static content only)
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Advertise conferences, webinars and product information to Agents and downlines
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Promote Agent Websites, tools, services and programs to Agents and downlines
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Links to apps and technology tools
Management Tools
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Manage your operating hierarchies, Agents & downlines
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Communicate with all Agents through the platform (single user)
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Explore multiple views of your book of business and your Agent network
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Search, filter and create segments using multiple data attributes
Distributor Resource Center
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Online help and resources page for Distributor users
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Online guides, training and tips on using the NIC Distributor App
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NIC news & events
Add-On Programs
The add-on programs can be purchased with the Activate Program or at a later date through the NIC Platform.
