Distributor In Force Annuity Contracts

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

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

• Annuity insights including sales & service opportunities

Firm, Office & Business Unit Profiles

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

• Annuity books of business for each business unit

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

Agent Profiles & In Force Annuity Contracts

• Profiles for each Agent in the hierarchy

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

• Annuity insights for each Agent including sales & service opportunities

Policy Owner Profiles & Annuity Contracts

• A profile for each Annuitant

• In force annuity contract information for each Annuitant

• Contract notifications and documents

Search & Filter

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

• Segment Annuitant & contracts by multiple attributes including product type, Carrier, geography and other contract attributes

Data Insights

• Access to annuity contract insights including surrender charge expiration dates

Sales & Service Opportunities

• Filter annuity contracts to identify sales & service opportunities

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

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

Creating new channels for digital engagement

Empowering partners with In Force data

Improving communications with target marketing

Digitizing relationships through NIC's technology hub