Reap the benefits of organic growth

no green thumb required

A single platform to connect with all your Agent Partners 

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
Technology Hub for all Agents to access your apps & tools

Distributor Programs


Activate Program

The ACTIVATE program provides you with access to in force data from multiple Carriers and the ability to view every element of your current Book of Business

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

Engage Program

The ENGAGE Program provides you with multiple solutions to communicate & share content with your Agent partners

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

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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

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  • 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

Distributor Lists.png


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

  • Lists of sale opportunities can be shared with Agents

  • Leverage lists for content sharing and communications


  • Policy Owner and policy segmentation based on individual data attributes

  • Agent and network segmentation based on profiles and book of business

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

* Distributors must own the Activate Program to purchase the Engage Program. The Engage Program can be purchased through the NIC Distributor App.

Accelerate Program

The ACCELERATE program provides you with APIs and integration tools to digitize and integrate the sales & fulfillment processes.

Agent Portal Integration

  • Single-Sign-On with your Agent portal

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

Apps & Tools Integration

  • Integration with your tools, apps, services & forms (e.g. in force illustration tools or address change forms/apps)

CRM Integration

  • Integration with your Client Relationship Management (CRM) solution for Distributors & Agents


Creating new channels for digital engagement

Empowering partners with In Force data

Improving communications with target marketing

Digitizing relationships through technology hub