
Agent Marketing & Training Programs
NIC Agent Marketing & Training Programs is comprised of multiple marketing opportunities within NIC as well as multiple training options. Each training option 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
Agent Innovation Center
The Agent Innovation Center contains content that supports Agents to utilize NIC within their practices.
https://www.agentinforceinnovation.com/
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The current Agent Innovation Center is available for all Agents.
FEES:
Free


Introduction to NIC
The introduction to NIC provides Agents and their support staff with a general overview of Insured Connect and the NIC platform, its components, data sources and how to access it.
Section #
Topic/Feature
What You Will Learn
1
NIC Background and Platform Oveview
-
Background on Insured Connect 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 not see
-
Policies written through other uplines
4
Agent App Programs
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Activate program
-
Data Extract program
-
Policy Watch
-
Annuity Data program
-
Program pricing
5
NIC Invite
-
Invitation to subscribe
6
How to access NIC
-
How to subscribe for and access NIC
7
Support Staff Access
-
Inviting support staff to access your in force book
Agent App Demo: High-Level Overview
The Agent App Demo: High-Level Overview provides Agents and their staff with high-level overview of the NIC Agent App
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