Activate Program for Agents
The In Force Life Insurance Activate program provides you with access to in force life insurance data from multiple Carriers, the ability to view your current book of business as well as content, tools and features, from your Carrier and Distributor Partners.
In Force Life Policies
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Agent's book of business
(in force life data across multiple Carriers & Distributors) -
Multiple views and filters to sort, segment & interpret in force life data
Distributor Profile
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Access to the Distributor profile including services offered, marketing material, product information, support services and links to Distributor websites
Carrier Profiles
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Access Carrier profiles including services offered, marketing material, product information, support services and links to Carrier websites
Policy Owner Profiles & In Force Life Information
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Profiles for each Policy Owner
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In force data from multiple Carriers
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Policy notifications and documents
Search & Filter
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Search for Policy Owners, policies, contracts & products
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Filter policies, contracts, and Policy Owners by multiple attributes including product type, Carrier, geography and other policy and contract attributes
Data Insights
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Access to in force life data insights including lapse pending, renewals and sales & service opportunities
Sales & Service Opportunities
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Filter in force policies to identify sales & service opportunities
Direct Messaging
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Direct (one-to-one) messages/chat with Carriers, Distributors & staff
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Full conversation history and message read receipts
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Secure and auditable
Group Chat & Broadcast Messaging
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Broadcast messages from Carriers and Distributors
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Many-to-many in app chats to support group conversations
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Full conversation history and message read receipts
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Secure and auditable
Document Storage
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Secure storage of Policy Owner documents
Notifications
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In app & email notifications to your staff and downline including:
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policy event notifications
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sales opportunity notifications
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new message notifications
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Lists
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Policy Owner lists to support marketing & cross selling opportunities
3rd Party Access Grants
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Agents can grant access to their book of business to 3rd parties including support & marketing staff as well as 3rd parties such as accountants
Office View
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Support for Managing Principals & office views with access to multiple Agents
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Access for office staff to support multiple Agents
Support Staff Access
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Administrative and other support staff have a single access to view multiple Agents & their book of business
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Tools enabling your staff with easy access to data to do their jobs more effectively
Data Tools
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Segment, sort and filter data by combining Policy Owner profile information with in force policy data attributes
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Create and save lists for communications and document sharing