Access insights about your Distributors, Agents & Policy Owners

Distributor & Agent segmentation

View your Distribution Partners & their book of business

Single view of the Agent & their book of business

Single  view of the Policy Owner

Direct messaging, broadcasts, group chat, e-mail & SMS

Targeted content sharing

Document sharing

Policy & data triggered notifications

Integration with website tools & apps

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Increases Digital Engagement

• Many Distributors and Agents do business with 10 or more Carriers and each Carrier has its own websites, tools and services

• Adoption and usage can be a challenge as users need to remember multiple URLs, usernames, and passwords and navigate multiple different solutions

• NIC acts as a gateway by linking the Distributor and Agent apps to the Carrier websites, tools, apps and services making it easy for them to locate your services

Ensures your data is secure

• Data security is paramount but many Distributors do not have the resources and infrastructure to ensure your data is transferred and stored in line with your security and privacy policies 

• Many Carriers are sending spreadsheets and sensitive data through email with limited tracking

• NIC works directly with Carriers to ensure that your data transfer and storage security and privacy requirements are respected and provides Distributors with a single secure app to access your information

Saves you money

• Dealing with dozens or hundreds of Distributors makes it difficult and expensive for Carriers to share in force data

• NIC receives a single, multi-Distributor feed from each Carrier, keeping your costs to a minimum while servicing hundreds of Distributors and their Agents

How do I become an in force data partner?

• All Carrier data partners are promoted through NIC’s Distributor and Agent Apps and in all NIC marketing, training and support materials

Distributor In Force Policies & Insights

• Single, multi-Distributor view of your book of business

• Distributor & Agent segmentation

• Data insights

Agent Profiles & In Force Policies

• Agent profiles & contact information

• Agent's book of business

• Data insights

Search & Filter

• Search for Distributors, Agents, Policy Owners & policies

• Segment Distributors, Agents, Policy Owners & policies by multiple attributes

Policy Owner Profiles & Policies

• Profiles for each Policy Owner

• In force policy details

• Documents

Data Insights

• Access to in force data insights including policy status and renewal

Carrier Content Sharing with Distributors & Agents (Static)

• Advertise conferences, webinars and product information to Distributors and  Agents

• Promote tools, services and programs too Distributors and Agents

• Links to apps and technology tools

Content Sharing with Distributors & Agents (Dynamic)

• Targeted marketing & promotional content

• Product information, website links & support contacts

• Tracking, reporting & statistics

Document Sharing

• Secure storage and sharing of Policy Owner documents

• Targeted document sharing with Distributors and Agents

• Read receipts and reporting

Direct Messaging

• Direct (one-to-one) in app messages/chat with Distributors & Agents

• Full conversation history and message read receipts

• Secure and auditable

• Supports document attachments

Broadcast Messaging & Group Chat

• One-to-many in app messages to Distributors and Agents

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

• Full conversation history and message read receipts

• Secure and auditable

• Supports document attachments

Notifications

• In app and email notifications to Distributors and Agents including:

  • policy event notifications

  • policy service notifications

  • shared lists notifications

  • new message notifications

Lists

• Agent, Policy Owner, policy, product, & Distributor lists

• Ability to export into .csv

Data Tools

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

• Create and save lists for communications, document sharing and data export

• Export data into .csv with a single mouse click

Carrier Website Integration

• Single-Sign-On (SSO) to your Agent website

Apps & Tools Integration

• Integration with your tools, apps & services including illustrations, e-apps, as well as policy services

Development Services

• Development services to support the NIC experience including prototyping, API development, SSO development, Agent Authentication & application development

Agent Portal Integration

• Single-Sign-On (SSO) with your Agents & product portals

Data Services

• Data services to support the NIC experience including data transformation, extraction, mapping, API development & ACORD formatting

Carrier In Force Data

• Access to your in force policy information

• Policy Owner profiles

Carrier Communications

• Direct messaging

• Broadcast messaging

• Group chat

• E-mail

• SMS 

Additional Custom & Configurable Components

• Notifications

• Agent hierarchies

• Commission feeds

• Pending policy feeds

• Portal & App SSO

• 3rd party access control

Data Insights

• Sales & service opportunities

• Agent, Policy Owner & policy search & segmentation

Documents

• Upload, store & share all your documents with your Distributors, Agents & Policy Owners