Access insights about your Agents & Policy Owners

Agent & Policy Owner segmentation

View your book of business

Single view of your Agent and their book of business

Single  view of the Policy Owner

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

Targeted content sharing

Document sharing

Notifications

Technology Hub for all Agents to access your apps & tools

Distributor In Force Policies

• Single, multi-Carrier view of your entire book of business

• Policy & Policy Owner segmentation

• Data insights including sales & service opportunities

Office & Business Unit Profiles

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

• Book of business for each business unit

• Data insights, sales & service opportunities for each business unit

Agent Profiles & In Force Policies

• Profiles for each Agent in the hierarchy

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

• Data insights, sales & services opportunities for each Agent

Policy Owner Profiles & In Force Policies

• Profiles for each Policy Owner

• In force data from multiple Carriers

• Policy notifications and documets

Search & Filter

• Search for Agents, Policy Owners, policies & products

• Segment Policy Owner & policies by multiple attributes including product type, Carrier, geography and other policy attributes

Data Insights

• Access to in force data insights including pending lapse, renewals & book of business statistics

Sales & Service Opportunities

• Filter in force policies to identify sales & service opportunities

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

• Extract data into a .csv format for easy upload into 3rd party applications and sales tools

Distributor Ambassador

• 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

• Access for sales managers, case managers, marketing teams and support staff

• Segment your hierarchy and provide staff with restricted view of your book

• Tools enabling your staff with easy access to data to do their job more effectively

Content Sharing with Agents (static content only)

• 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

Management Tools

• Manage your operating hierarchies, Agents & downlines

• Communicate with all Agents through the platform (single user)

• Explore multiple views of your book of business and your Agent network

• Search, filter and create segments using multiple data attributes

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

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

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

Notifications

• 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

Lists

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

• Lists of sale opportunities can be shared with Agents

• Leverage lists for content sharing and communications

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, document sharing and data export

• Export data into .csv with a single mouse click

AMS Integration

• Integration with your Agent Management System (AMS) to enable easy movement between pending & in force policies on NIC

Marketing Automation Integration

• Integration with your marketing automation solution to enable you to leverage in force policy data for targeted campaigns