Programs & Pricing
ACTIVATE PROGRAM
The ACTIVATE program provides you with access to your in force life insurance book of business, data insights including sales and service opportunities and tools to manage your in force book.
The ACTIVATE program also provides your support staff with access to your book of business.
KEY BUSINESS DRIVERS
New Premium
Policy Services
Support Staff Access
Business Insights
Policy Watch
Identify new sales from the in force book
Easy access to in force data from multiple life and annuity carriers saves hours of time and endless frustration
Access for support staff who help manage your in force book
Understand the book of business composition
Track policy changes to ensure important events are not missed
Activate Program Features
The ACTIVATE program provides your Agents and their support staff with access to their in force life insurance book of business. Agents can also purchase; i) Data Extracts and ii) Policy Watch through the NIC Agent App.
Multi-Carrier, Multi-Distributor ​
Book of Business
In force book across multiple Carriers and Distributor Partners
Policy Owner Profiles & Policies
Search & Filter
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Profiles for each Policy Owner​
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Policy information (in force data from Carriers) & documents
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Search for Policy Owners, policies and products​
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Segment policies and product owners by multiple attributes
Data Insights
Access to in force data insights including pending lapse, renewals and book of business statistics
Policy Event Notifications
Lists
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Policy event tracking​
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Email and in-app notifications to remind Agents regarding policy events (e.g. policy anniversaries)
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Policy Owner, policy, product, Carrier lists​
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List Management
Sales Trends
Tools to analyze the life book of business changes over time
Direct Messaging
Direct (one-to-one) messages/chat with Distributor staff
Document Storage
Document upload, storage & sharing
Broadcast Messaging
Participate in Broadcast
(one-to-many) messages from Distributors
Support Staff Access
Enable multiple support staff with access to the book of business
Group Chat
Participate in Group
(many-to-many) chats with your Distributors and other Agents in your Agency
ANNUITY DATA PROGRAM
The ANNUITY DATA program provides Agents with access to view their​
in force annuity book of business for all participating Carriers and Distribution partners on NIC.
Agent Profiles & In force Contracts
In force annuity contracts from multiple Carriers
Search & Filter
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Search for Agents, Contract Owners, contracts and products
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Segment contracts and product owners by multiple attributes
Annuitant Profiles & Contracts
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Profiles for each Annuitant
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Contract information (in force data from Carriers) & documents
Lists
Annuitant, Annuities, product and Carrier lists
DATA EXTRACT PROGRAM
The DATA EXTRACT Program makes it easy for Agents to download in force information for additional analysis and to utilize with 3rd party tools and services.
POLICY WATCH
POLICY WATCH enables Agents to track their in force book and be automatically notified of any changes (e.g. premium change).
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Track individual or lists of policies
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Track multiple policy attributes
In-app alerts when a policy changes
Email alerts when a policy change occurs
PROGRAM PRICING
ACTIVATE PROGRAM
ANNUITY DATA PROGRAM
DATA EXTRACT PROGRAM
POLICY WATCH
FREE FOR AGENTS AND SUPPORT STAFF
$6.25 per month
$4.17 per month
$4.17 per month
Unlimited data, unlimited users, unlimited use
Unlimited data for all participating Carriers and Distributor partners
Unlimited tracking & reminders
Unlimited data extracts
Can be subscribed to through the NIC App.
To access, you must be invited by your Distributor partner