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.

If your in force data is incorrect, please contact your Distributor Relationship Manager. The data streams NIC receives come directly from the Carrier and are locked down, and don't allow for any changes to be made by NIC. If the data is incorrect the Carrier will want to know so they can make the changes in their system. Once they make those changes they will automatically be reflected on NIC.

If your in force data is incomplete, please contact your Distributor Relationship Manager. Your Distributor will work with NIC and the Carrier to try and add the additional data attributes.

To add an additional carrier data feed, please contact you Distributor Relationship Manager. If the Carrier is already on NIC your Distributor needs to sign a data authorization letter to have the data feed included. If the Carrier is not currently on NIC, NIC will work with your Distributor and Carrier to try and obtain a data feed. Once a new data feed is set up you will automatically see your data.

NIC's data access model is very restrictive. As an agent or producer, only you and your upline Distributors and Carriers can see your data. Distributors will only see the policies that you have written through them. If you have written business through multiple Distributors, each Distributor 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.

Carriers are able to view their own policy data only. Carriers can also see your profile and information about your book of business with them.

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. You will see data based on the close of business from the previous business day.

All of NICs feeds are directly from the life Carriers. NIC has established a secure connection with each Carrier and the Carrier send the data to NIC through a secure, Carrier approved channel.

The data feed should include all policies ever written with each Carrier going back to inception. Many Agents are seeing policies written 30 or 40 years ago.

As soon as the policy goes in force the Carrier data feeds are updated with the new information, typically on the next business day. The frequency of the data updates to NIC is dependent on the Carrier. Most feeds are updated daily but there are a couple of feeds that are only updated monthly. You will see data based on the close of business from the previous business day.

If you as and Agent stops doing business with a Distributor, the Distributor can still see the data because the policy was written through them. Unless there has been a change at the Carrier level, the policies will still come through under the Distributor you have stopped doing business with.

In order to see the data the Distributor must be on the NIC platform. If you do business or have previously done business with a Distributor and you cannot see the data, please refer them to NIC and we will do our best to get them onto the platform. Once they are on the platform you will automatically see your data.

If there are multiple Agents on a policy, each Agent on the policy will see the policy.

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 we will try to get the Distributor on board. As soon as the Distributor gets onto the NIC Platform you will automatically see your additional data.

NIC does capture policy changes and those changes will automatically be reflected in the policy details as the changes are received. To receive a notification about a change you need to subscribe to the Policy Watch feature. See Accessing NIC section How do I subscribe to Policy Watch? question on more details.

Most Carrier will provide status changes when a policy changes status e.g. from 'in force' to 'lapse pending' and NIC organizes the policies based on their status. However, there are cases where policies are simply 'dropped' from Carrier data feeds without status change. The policies are displayed on NIC with a new status; ‘unknown’.

No, when NIC request the Carrier data, the Carrier sends us all active in force policies for the Agent. The Carrier is unable to go back in time and generate a feed that includes previously terminated policies. Once NIC starts receiving a Carrier data feed for an Agent we keep track of all policies regardless of status. If a policy changes status from active (in force) to terminated or any other status, NIC will receive that data in the daily data feeds and the status will be reflected on NIC.

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