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Agent Training Programs

NIC Agent Training is comprised of 3 programs, each program is comprised of multiple modules and each module is tied to a specific business or use case. Each business or use case is designed to save you time and create efficiencies, save you money, or assist you in monetizing your in force book

Introduction to NIC

The introduction to NIC  provides Agents and their support staff with a general overview of the platform and Agent Application.

Section #
Topic/Feature
What You Will Learn

1

NIC Background and Platform Oveview

  • Background on NIC and how the platform has evolved

  • Platform components & users

  • Sources of data and what to expect

2

Data Partners

  • Update on the current Life & Annuity data partners on NIC

3

In Force Data

  • What data will you see and what to do if you are missing data

  • Policies written through other uplines

  • Data you see if you are an office

  • How to add an upline so you can see that data

  • Managing Principals

4

General Navigation

  • Navigation of the NIC Agent App

5

Search

  • Search for policies, contracts and policy owners

6

Exploring Your In Force Book

  • Accessing your in force book

  • Segmenting policies into lists

  • Exporting data to .csv

7

Book of Business Insights & Opportunities

  • Accessing data insights

  • Creating lists

  • Exporting data into .csv

8

Policy Owner Profiles & Policies

  • Searching for and reviewing policy owner profiles and in force policies

  • Adding event notifications

  • Policy Watch

9

Policy Event Management & Policy Watch

  • High-level overview describing how to setup alerts for policy events and changes

10

Lists

  • List management

  • Export to a .csv

  • Adding notifications

  • Sharing with Agents

11

Documents

  • Attaching documents to a client profile

12

Support Staff Access

  • Inviting support staff to access your in force book

13

Agent Feature Set Overview

  • What is included in your subscription and what features are available

  • Subscribing for additional programs

14

User Settings

  • Change password

  • Add or change photo

  • Add or change mobile phone number

Managing Your In Force Book

This program is designed as a follow-up to the Intro to NIC program  Managing Your In Force Book will provide a refresher on several topics covered in the Intro to NIC program and take a closer look at several advanced user functions including mining your data for policy service opportunities.  

Section #
Topic/Feature
What You Will Learn

1

Exploring Your Life Book

  • Exploring your life book and all the features

2

Exploring Your Annuities Book

  • Understanding the compostion of your Annuities Book

3

Policy Segmentation & Lists

  • Accessing your in force book

  • Segmenting policies

  • Creating custom views

  • Creating and managing lists

4

Data Extracts*

  • Downloading your book of business or lists of data to a .csv format

5

Policy Event Management

  • How to add date-based notifications to individual or a list of policies

  • Identifying policy anniversaries

  • Policy Anniversary notifications

6

Policy Watch*

  • Adding policy change notifications to individual or a list of policies

7

Lapse Pending Policies

  • How to identify and manage lapse pending policies

8

Product & Industry Changes

  • How to identify policies impacted by product and industry changes

9

Policy Anniversaries

  • How to identify policy anniversaries

  • Policy anniversary notifications

10

Maturing Policies

  • How to identify and manage maturing policies

11

Term Renewal Opportunities

  • How to identify term products where the maturity date is within certain number of months of the current date

12

Term Conversion Opportunities

  • How to identify term conversion opportunities, using Carrier rules

13

Life Settlement Opportunities

  • How to identify and manage policies that are candidates for a life settlement

14

Term Conversion Expiry Dates

  • How to identify and manage policies within specific conversion expiry date ranges

15

Under Insured Clients

  • How to identify clients that may require more coverage

16

Cost of Insurance Increases

  • How to identify and manage policies impacted by a COI increase

In Force Policy Services

This program focuses on support staff only and best ways to utilize NIC to manage the in force book more effectively.

Section #
Topic/Feature
What You Will Learn

1

Accessing NIC

  • Accessing NIC for one or more Agents

  • Password resets

  • Subscribing to additional modules

2

Exploring your Agent's Life Book

  • Exploring your Agent's life book

3

Exploring your Agent's Annuity Book *

  • Understanding the composition of your Agent's annuity book

4

Policy Segmentation & Lists

  • Accessing your Agent's in force book

  • Segmenting policies

  • Creating custom views

5

Data Extracts*

  • Downloading your Agent's book of business or lists of policies into a .csv format

6

Policy Event Management

  • How to add date-based notifications to individual or a list of policies

  • Identifying policy anniversaries

  • Policy Anniversary notifications

7

Policy Watch*

  • Adding policy change notifications to individual or a list of policies

8

Lapse Pending Policies

  • How to identify and manage lapse pending policies

9

Product & Industry Changes

  • How to identify policies impacted by product and industry changes

10

Policy Anniversaries

  • How to identify policy anniversaries

  • Policy anniversary notifications

11

Maturing Policies

  • How to identify and manage maturing policies

12

Term Renewal Opportunities

  • How to identify term products where the maturity date is within certain number of months of the current date

13

Term Conversion Opportunities

  • How to identify term conversion opportunities, using Carrier rules

14

Life Settlement Opportunities

  • How to identify and manage policies that are candidates for a life settlement

15

Term Conversion Expiry Date

  • How to identify and manage policies within specific conversion expiry date ranges

16

Under Insured Clients

  • How to identify clients that may require more coverage

17

Cost of Insurance Increases

  • How to identify and manage policies impacted by a COI increase

Items marked with an asterisk * require a separate subscription

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