Term Conversion Insights & Opportunities
Using Carrier-defined product conversion rules, NIC has created dozens of new in force data insights and hundreds of sales opportunities for its customers. The new insights enable NIC users to identify these opportunities in seconds and NIC’s powerful filtering and sorting features make it very easy to dig deeper and maximize the potential of the in force book.
Maturity Insights & Opportunities
Once again, NIC has expanded its data insights and opportunities module with a new component focused exclusively on maturing policies. Now firms and Agents can identify all maturing business in sections and take advantage of NICs sales sharing workflow.
Missing important policy changes can result in the end of a relationship or even worse! And yet, the time and effort required to track your in force book for changes is simply unrealistic.
NIC is excited to launch ‘Policy Watch’ a new in force policy monitoring service that enables you to track changes for dozens, hundreds or even thousands of policies across multiple Carriers.
For NIC users, the set up literally takes a few seconds.
Want to know how your downline firm or Agent rank across multiple Carriers and product types? NIC’s new sales trends features track the performance of each firm and agents in force book across multiple data attributes. And this is just the beginning, NIC is expanding its in force analytics capabilities with many advanced new features coming soon.
New Tools to re-assign Dormant Agents & Orphan Policies
NIC‘s customers now have enhanced functionality to identify dormant agents and orphan policies and to re-assign those Agents or policies to active business units.
NIC’s ability to identify these stale relationships has led to hundreds of re-kindled partnerships and the identification of thousands of orphan policies.
Term Conversion Expiry Date Filters
Identifying and acting on policies before the term conversion opportunity expires is always in the best interest of your clients and yet this information is often hard to come by. NIC’s new term conversion expiry date filters enables users to sort their entire book of business based on this key date, and it literally tales seconds!
Term Renewal Insights & Opportunity Enhancements
Identifying term renewals is one of NIC’s most highly used features. NIC is excited to announce 2 dozen additional data-driven insights to make it easier for NIC users to manage their in force book and capitalize on all of their upcoming renewals!
Maturity Date Filters
Identifying and acting on policies before the end of their level term period is always in the best interest of your clients and yet this information is often hard to come by.
NIC’s new maturity date filters enables users to sort your entire book of business based on this key date, and it literally takes seconds!
Policy Event Management
Missing policy anniversaries and other important dates can lead to frustrated clients and missed opportunities.
NIC is excited to launch ‘Policy Event Management’ a new in force policy tracking solution that alerts you regarding policy anniversaries and other important dates.
Track changes for dozens, hundreds, or even thousands of policies across multiple Carriers, the set up literally takes a few seconds.
NIC enables its users to locate policies, policies owners, contracts, and contract owners in seconds, saving a tremendous amount of time and frustration visiting Carrier websites.
NIC is excited to announce the addition of ‘Insured parties; and ‘Annuitants’ to its search criteria, saving you time and frustration and making it easier to do business.
NIC launches Annuity module, enabling NIC clients to view their in force Annuity data.
In Force Data Downloads Now Available
Utilizing your in force data for deeper analysis or to upload it to your CRM just got a whole lot easier.
NIC’s new data extract feature enables users to extract individual policies, lists of policies, list of sales opportunities or your entire in force book with a single mouse click.
Could it be any easier? ☺
Unknown Policy Status
Sometimes policies just seem to go missing but no-one no one is aware of it until there’s a problem! This can lead to lost client relationships or even worse!
The time and effort of a Carrier, Distributor, and Agent support staff is a source of tremendous frustration for everyone.
NIC’s new ‘unknown’ policy status filter enables users to immediately identify policies with unknown status, making it easier to do business for everyone.
Multiple Advisors on a Policy
In addition to the primary, writing, and servicing Agents, NIC now ensures that all Agents on a policy have access to their in force information.