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Frequently Asked Questions

The answers you are looking for

  • How do I access the NIC Agent App ?
    The log in panel at the top right hand corner of this website. Application URL is: https://nic-advisor.com/login
  • How do I access the NIC Agent App ?
    The log in panel at the top right hand corner of this website. Application URL is: https://nic-advisor.com/login
  • How do I access the NIC Agent App ?
    The log in panel at the top right hand corner of this website. Application URL is: https://nic-advisor.com/login
  • How do I bookmark the NIC Agent site on my computer?
    On your computer, open your browser. -For Chrome: Go to the site you want to visit again in the future. To the right of the address bar, click Star . -For Safari: In the Safari app on your Mac, go to the page you want to bookmark. Click the Share button in the toolbar, then choose Add Bookmark. Choose where to add the bookmark, and rename it if you like. ... Click Add. -For Edge: Open Microsoft Edge and go to the site you want to add to your favorites. Select the Add this page to favorites button in the address bar. Rename the favorite (if you want to) and/or choose a different folder to save it in, and then select Done. -For Firefox: Click on the menu button. , and then click Save Page As . ... In the dialog window, type in a name for the page you want to save and choose a location. ... Click Save.
  • How do I bookmark the NIC Agent site on my computer?
    On your computer, open your browser. -For Chrome: Go to the site you want to visit again in the future. To the right of the address bar, click Star . -For Safari: In the Safari app on your Mac, go to the page you want to bookmark. Click the Share button in the toolbar, then choose Add Bookmark. Choose where to add the bookmark, and rename it if you like. ... Click Add. -For Edge: Open Microsoft Edge and go to the site you want to add to your favorites. Select the Add this page to favorites button in the address bar. Rename the favorite (if you want to) and/or choose a different folder to save it in, and then select Done. -For Firefox: Click on the menu button. , and then click Save Page As . ... In the dialog window, type in a name for the page you want to save and choose a location. ... Click Save.
  • How do I bookmark the NIC Agent site on my computer?
    On your computer, open your browser. -For Chrome: Go to the site you want to visit again in the future. To the right of the address bar, click Star . -For Safari: In the Safari app on your Mac, go to the page you want to bookmark. Click the Share button in the toolbar, then choose Add Bookmark. Choose where to add the bookmark, and rename it if you like. ... Click Add. -For Edge: Open Microsoft Edge and go to the site you want to add to your favorites. Select the Add this page to favorites button in the address bar. Rename the favorite (if you want to) and/or choose a different folder to save it in, and then select Done. -For Firefox: Click on the menu button. , and then click Save Page As . ... In the dialog window, type in a name for the page you want to save and choose a location. ... Click Save.
  • How do I reset my password?
    To reset you password, log into the NIC Agent app and select your profile picture or logo located in the top right hand corner of your screen. This will redirect you to your setting page. Scroll down to the section titled Security and Login, where you will see a heading titled 'Password'. Select edit, enter your current password, click on unlock. Here you will be prompted to enter your existing password, followed by a new password. Please note that the new password must be a minimum of 12 characters.
  • How do I reset my password?
    To reset you password, log into the NIC Agent app and select your profile picture or logo located in the top right hand corner of your screen. This will redirect you to your setting page. Scroll down to the section titled Security and Login, where you will see a heading titled 'Password'. Select edit, enter your current password, click on unlock. Here you will be prompted to enter your existing password, followed by a new password. Please note that the new password must be a minimum of 12 characters.
  • How do I reset my password?
    To reset you password, log into the NIC Agent app and select your profile picture or logo located in the top right hand corner of your screen. This will redirect you to your setting page. Scroll down to the section titled Security and Login, where you will see a heading titled 'Password'. Select edit, enter your current password, click on unlock. Here you will be prompted to enter your existing password, followed by a new password. Please note that the new password must be a minimum of 12 characters.
  • Can i change my username?
    No, you cannot change your username.
  • Can i change my username?
    No, you cannot change your username.
  • Can i change my username?
    No, you cannot change your username.
  • What if the email address used to invite me to the site is no longer used?
    Please contact your BGA representative for more information.
  • What if the email address used to invite me to the site is no longer used?
    Please contact your BGA representative for more information.
  • What if the email address used to invite me to the site is no longer used?
    Please contact your BGA representative for more information.
  • What if I want to change the email address used on the website?
    Please contact your BGA representative for more information.
  • What if I want to change the email address used on the website?
    Please contact your BGA representative for more information.
  • What if I want to change the email address used on the website?
    Please contact your BGA representative for more information.
  • How do i change the mobile number i use to authenticate on NIC
    To change the mobile number you have for authentication within NIC first, • click your profile picture or logo located in the top right hand corner of your screen. This will redirect you to your settings page. • Scroll down to the "Security and Login' section and then 'Change Authentication Number subsection. • Under Change Authentication Number, click on 'Edit' button. This will prompt you to enter your current password. • Click the 'Unlock' button. You will see a half encrypted view of your current phone number being used, followed by a spot below to enter a new phone number. • Enter your new phone number in the box • Click the 'Update' button
  • How do i change the mobile number i use to authenticate on NIC
    To change the mobile number you have for authentication within NIC first, • click your profile picture or logo located in the top right hand corner of your screen. This will redirect you to your settings page. • Scroll down to the "Security and Login' section and then 'Change Authentication Number subsection. • Under Change Authentication Number, click on 'Edit' button. This will prompt you to enter your current password. • Click the 'Unlock' button. You will see a half encrypted view of your current phone number being used, followed by a spot below to enter a new phone number. • Enter your new phone number in the box • Click the 'Update' button
  • How do i change the mobile number i use to authenticate on NIC
    To change the mobile number you have for authentication within NIC first, • click your profile picture or logo located in the top right hand corner of your screen. This will redirect you to your settings page. • Scroll down to the "Security and Login' section and then 'Change Authentication Number subsection. • Under Change Authentication Number, click on 'Edit' button. This will prompt you to enter your current password. • Click the 'Unlock' button. You will see a half encrypted view of your current phone number being used, followed by a spot below to enter a new phone number. • Enter your new phone number in the box • Click the 'Update' button
  • How do I upload my photo?
    To upload your profile picture: • click your profile picture or logo located in the top right hand corner of your screen. This will redirect you to your settings page. •Under the Profile section you will see Profile Picture sub-section • Click on Browse button This will open a pop-up window where you can upload your profile picture • Click on the Upload button and select your photo • Adjust your photo to fit the frame and then click on Done button NOTE: The profile picture must be a JPG, JPEG or PNG file smaller than 10MB and at least 50px by 50px
  • How do I upload my photo?
    To upload your profile picture: • click your profile picture or logo located in the top right hand corner of your screen. This will redirect you to your settings page. •Under the Profile section you will see Profile Picture sub-section • Click on Browse button This will open a pop-up window where you can upload your profile picture • Click on the Upload button and select your photo • Adjust your photo to fit the frame and then click on Done button NOTE: The profile picture must be a JPG, JPEG or PNG file smaller than 10MB and at least 50px by 50px
  • How do I upload my photo?
    To upload your profile picture: • click your profile picture or logo located in the top right hand corner of your screen. This will redirect you to your settings page. •Under the Profile section you will see Profile Picture sub-section • Click on Browse button This will open a pop-up window where you can upload your profile picture • Click on the Upload button and select your photo • Adjust your photo to fit the frame and then click on Done button NOTE: The profile picture must be a JPG, JPEG or PNG file smaller than 10MB and at least 50px by 50px
  • How do I update my address
    To update your address, please contact your BGA representative
  • How do I update my address
    To update your address, please contact your BGA representative
  • How do I update my address
    To update your address, please contact your BGA representative
  • How do I update my contact information
    To update your contact information, please contact your BGA representative
  • How do I update my contact information
    To update your contact information, please contact your BGA representative
  • How do I update my contact information
    To update your contact information, please contact your BGA representative
  • Who can see my profile?
    Your Distributor and any Carriers that you do business with can see your profile. Your Distributor will see all in force policies that you wrote through them. Each Carrier will see the policies you wrote with them. A Distributor cannot see policies that you wrote with another Distributor. A Carrier cannot see policies that you have with other Carriers.
  • Who can see my profile?
    Your Distributor and any Carriers that you do business with can see your profile. Your Distributor will see all in force policies that you wrote through them. Each Carrier will see the policies you wrote with them. A Distributor cannot see policies that you wrote with another Distributor. A Carrier cannot see policies that you have with other Carriers.
  • Who can see my profile?
    Your Distributor and any Carriers that you do business with can see your profile. Your Distributor will see all in force policies that you wrote through them. Each Carrier will see the policies you wrote with them. A Distributor cannot see policies that you wrote with another Distributor. A Carrier cannot see policies that you have with other Carriers.
  • Can I extract my data to a CSV.?
    Yes, you can extract data into a .CSV file, it is a function available on almost every screen. If you want to learn more extracting CSV's, please refer to our Resource Center: https://vimeo.com/496747722
  • Can I download my data into excel?
    Your data get's downloaded as a csv, which can be opened in excel. You have the option of saving the file as an excel file as well.
  • What browsers does NIC support?
    NIC supports: Chrome, Firefox, Safari, and Edge.
  • Can I access BGA and Carrier forms, tools and other apps with NIC?
    Yes, we have a resource section in each BGA and Carrier profile where they can upload links to forms, tools and agent websites. To learn more about using these forms, tools and other apps with NIC, check out our Resource Center.
  • Can I run an inforce illustration on NIC?
    Some of the carriers have provided us with links to their illustration service center or request forms. You can find these by clicking on the Carrier's profile and looking through their Resources tab to see if they've provided a link. Please note that each Carrier customizes their own profiles, including what links and documents they share within the platform.
  • What insurance products does NIC support?
    NIC works within Life Insurance. The products we support are: Universal Life, Term 30 , Term 20, Variable Ul, Term 10, Term 15, Other Term, Indexed Ul. We are looking to add annuities in the future.
  • Am I able to invite my support staff (user)?
    Yes, you are able to invite your support staff. • click your profile picture, then settings- which is located on the top right corner of the app. -You will see 3 tabs at the top of the screen, select the 'Share Access tab'. -Click the 'Enable editing' box at the top of the page and re-enter your password in --The System Authorization window that appears and select Unlock. -This brings you to the Grant Access screen where you can enter in your support staff information. -Once all boxes are filled, select Link Admin. -The user will get an email notification to join the app. For more information on inviting support staff, please visit our Resource Center https://vimeo.com/489536493
  • Can I share documents with anyone on the app?
    No, you can only share documents with your downline. For example: An agent can share documents with their support staff. In the future we do plan to add a feature that allows you to share documents with your Distributors and Carriers.
  • When I invite support staff to NIC, what data can they see?
    When you invite support staff to NIC, they are able to see your entire book of business including all client, all policies, and all documents.
  • How do I remove a users access for viewing my files?
    To remove a users access to your files in NIC, select your profile picture or logo located in the top right hand corner of your screen. This will redirect you to your setting page. You will see 3 sections titled, 'General Settings, Shared Access, and Managed Accounts'. Select on Shared Access. If you scroll down you will see a section titled Account Users. These are people you have granted access to view your files. If you wish to revoke access to an individual, navigate through the listed contacts and find the user you wish to revoke access from. Once you find them, if you look to the left hand side of the screen, under the column title Action, and you with see a kebab menu (the three dots). Click to expand this menu, and select revoke access.
  • If I have questions about how to use the app, who should I contact?
    Visit the NIC Agent Resource Center at https://www.nicagentlearning.com, this site includes multiple videos and information on how to use the NIC Agent App. If you still have questions after visiting the resource center, contact your BGA Ambassador or NIC Ambassador. Both of these people can be found in the App on the communication column located on the right hand side.
  • Can I schedule training?
    Contact your Distributor, they can set up training for you.
  • I can't find a client or policy
    If you are having trouble locating a client or policy, we recommend first confirm that the policy you are trying to identify is with one of our Carrier partners, we will only display information for our current Carrier partners. If the Carrier is on NIC, check and make sure you wrote the business through one of the Distributors that is also on NIC. If the Distributor is not on NIC you will not see the policy. If the Distributor is not on NIC you can refer us to them and we will do our best to get the Distributor onto the platform.
  • I can't find a client or policy
    If you are having trouble locating a client or policy, we recommend first confirm that the policy you are trying to identify is with one of our Carrier partners, we will only display information for our current Carrier partners. If the Carrier is on NIC, check and make sure you wrote the business through one of the Distributors that is also on NIC. If the Distributor is not on NIC you will not see the policy. If the Distributor is not on NIC you can refer us to them and we will do our best to get the Distributor onto the platform.
  • My in force data is incorrect?
    If your inforce data is incorrect, please contact your BGA or Carrier directly. The data streams we receive come directly from the Carrier and are locked down, and don't allow for any changes to be made. If the data is incorrect they will want to know and they can make the changes in their system. Once they make those changes they will automatically be reflected on NIC. NIC is working with several Carriers to integrate their 'policy change tools' but this is not yet available.
  • My in force data is incorrect?
    If your inforce data is incorrect, please contact your BGA or Carrier directly. The data streams we receive come directly from the Carrier and are locked down, and don't allow for any changes to be made. If the data is incorrect they will want to know and they can make the changes in their system. Once they make those changes they will automatically be reflected on NIC. NIC is working with several Carriers to integrate their 'policy change tools' but this is not yet available.
  • I am missing important data attributes?
    If your inforce data is incomplete, please contact your Distributor. Your Distributor will work with NIC and the Carrier if the additional data attributes can be added.
  • I am missing important data attributes?
    If your inforce data is incomplete, please contact your Distributor. Your Distributor will work with NIC and the Carrier if the additional data attributes can be added.
  • How do I add an additional Carrier feeds?
    To add an additional carrier data feed, please contact you Distributor. NIC will work with your Distributor and Carrier's to obtain a data feed.
  • How do I add an additional Carrier feeds?
    To add an additional carrier data feed, please contact you Distributor. NIC will work with your Distributor and Carrier's to obtain a data feed.
  • Who can see my data?
    NIC's data access model is very restrictive. As an agent, only BGA's and Carriers that you do business with can see your data. We created the hierarchy to ensure privacy and data concerns monitored with extreme caution. BGAs will only see the policies that you have written through them. If you have written business through multiple BGAs, each BGA will only see those policies written through them. Carriers will only see their policies, they will not see any policies that you wrote through other Carriers.
  • Who can see my data?
    NIC's data access model is very restrictive. As an agent, only BGA's and Carriers that you do business with can see your data. We created the hierarchy to ensure privacy and data concerns monitored with extreme caution. BGAs will only see the policies that you have written through them. If you have written business through multiple BGAs, each BGA will only see those policies written through them. Carriers will only see their policies, they will not see any policies that you wrote through other Carriers.
  • Can the Carriers see my data?
    Carriers are able to view their own policy level data. Carriers can also see your profile and information about your book of business with them.
  • Can the Carriers see my data?
    Carriers are able to view their own policy level data. Carriers can also see your profile and information about your book of business with them.
  • How often is the data updated?
    The frequency of the data updates is dependent on the Carrier. Most feeds are updated daily but there are a couple of feeds that are only updated monthly.
  • How often is the data updated?
    The frequency of the data updates is dependent on the Carrier. Most feeds are updated daily but there are a couple of feeds that are only updated monthly.
  • Where does the in force data come from?
    All of NICs feeds are directly from the life Carriers, the majority of the feed are daily.
  • Where does the in force data come from?
    All of NICs feeds are directly from the life Carriers, the majority of the feed are daily.
  • How far back does the data feed go?
    The data feed should include all policies ever written with that carrier under the BGA code. Our feeds go back as far as the carriers data feeds do- which differs by carrier.
  • How far back does the data feed go?
    The data feed should include all policies ever written with that carrier under the BGA code. Our feeds go back as far as the carriers data feeds do- which differs by carrier.
  • If I write a new policy, how long before it shows up on NIC?
    As soon as the policy goes in force it will be included in the Carrier data feed. For Carriers that send us the data feed on a monthly basis the policy will be seen beginning of the month.
  • If I write a new policy, how long before it shows up on NIC?
    As soon as the policy goes in force it will be included in the Carrier data feed. For Carriers that send us the data feed on a monthly basis the policy will be seen beginning of the month.
  • What happens my data if I stops doing business with a BGA?
    If you as and Agent stops using the platform, the BGA can still see the data because the policy was written through them. Policy data is connected to the BGA not the Agent.
  • What happens my data if I stops doing business with a BGA?
    If you as and Agent stops using the platform, the BGA can still see the data because the policy was written through them. Policy data is connected to the BGA not the Agent.
  • If I do business with more than one BGA, how can I see all my data in one place?
    In order to see the data the BGA must be on the NIC platform. If you do business with a BGA and you cannot see the data, please refer them to NIC and we will do our best to get them onto the platform so you are able to view the data.
  • If I do business with more than one BGA, how can I see all my data in one place?
    In order to see the data the BGA must be on the NIC platform. If you do business with a BGA and you cannot see the data, please refer them to NIC and we will do our best to get them onto the platform so you are able to view the data.
  • What happens if there are multiple Agents on a policy?
    If there are multiple Agents on a policy, each of the Agents will see the policy.
  • What happens if there are multiple Agents on a policy?
    If there are multiple Agents on a policy, each of the Agents will see the policy.
  • What if I write business through multiple distributors?
    As long as the Distributor is on NIC you should see the business that you wrote through the Distributor. If you do not see the in force information you can refer the Distributor to NIC and they will use their best efforts to get the Distributor on board. As soon as the Distributor gets onto the NIC Platform you will automatically see your additional data.
  • What if I write business through multiple distributors?
    As long as the Distributor is on NIC you should see the business that you wrote through the Distributor. If you do not see the in force information you can refer the Distributor to NIC and they will use their best efforts to get the Distributor on board. As soon as the Distributor gets onto the NIC Platform you will automatically see your additional data.
  • What if there is a change to a policy, will I be notified?
    NIC does capture policy changes and those changes will automatically be reflected in the policy owner profile as the changes are received. To receive a notification about a change you need to subscribe to the Policy Watch feature.
  • What if there is a change to a policy, will I be notified?
    NIC does capture policy changes and those changes will automatically be reflected in the policy owner profile as the changes are received. To receive a notification about a change you need to subscribe to the Policy Watch feature.
  • Can I load my data into my crm?
    Most CRM applications support the uploading of data. To upload your data you will first need to extract it into a .csv or excel format. To extract your data you need to subscribe for the Data Extract feature. Subscribe to NIC Data Extracts
  • Can I load my data into my crm?
    Most CRM applications support the uploading of data. To upload your data you will first need to extract it into a .csv or excel format. To extract your data you need to subscribe for the Data Extract feature. Subscribe to NIC Data Extracts
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