IDENTIFYING POLICIES WITH PRODUCT CHANGES
Identify policies impacted by a product change is quick and simple using NIC's policy filters.
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From the left navigation menu, click on the Life Policies link
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Using the Product filter, select a product from a list
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Using the Carrier filter, select a Carrier from a list
Identify Policies Impacted by Product Changes
Carrier product changes can have a substantial impact on your Clients.
Communicating product changes to Clients can be time-consuming and difficult without easy access to data.
NIC makes it easy to identify all Clients with specific products impacted by a product change.
CREATE A LIST WITH PRODUCT CHANGE POLICIES
Once the impacted policies have been identified, creating and managing the list of policies is quick and easy.
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After you have identified policies with product changes select all policies by checking off the checkbox in the header line. (When the blue box appears make sure you click on Select all xxx policies)
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Click on Add to list
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Enter your list name
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Click Proceed
EXPORT YOUR LIST
Export your list and work with the policies externally.
To export a complete list into a .csv, click on the list name and then click on Download Full List
The exported .csv file will appear in your Downloads folder on your computer.
