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Programs & Pricing

NIC FOR LIFE INSURANCE  AGENTS & PRODUCERS

The Activate Program is the base program and all Agents automatically get subscribed upon onboarding.

The other programs listed below are optional and can be subscribed to through the NIC Agent App. 

Pricing
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For Agents

Activate Program
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.

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Multi-Carrier, Multi-Distributor ​
Book of Business 

In force book across multiple Carriers and Distributor Partners

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Policy Owner Profiles & Policies
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Search & Filter
  • Profiles for each Policy Owner​

  • Policy information (in force data from Carriers) & documents

  • Search for Policy Owners, policies and products​

  • Segment policies and product owners by multiple attributes

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Data Insights

Access to in force data insights including pending lapse, renewals and book of business statistics

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Policy Event Notifications
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Lists
  • Policy event tracking​

  • Email and in-app notifications to remind Agents regarding policy events (e.g. policy anniversaries)  

  • Policy Owner, policy, product, Carrier lists​

  • List Management

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Sales Trends

Tools to analyze the life book of business  changes over time 

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Direct Messaging

Direct (one-to-one) messages/chat with Distributor staff

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Document Storage

Document upload, storage & sharing

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Broadcast Messaging

Participate in Broadcast
(one-to-many) messages from Distributors

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Support Staff Access

Enable multiple support staff with access to the book of business  

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Group Chat

Participate in Group
(many-to-many) chats with your Distributors and other Agents in your Agency

Annuity Data Program
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.

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Agent Profiles & In force Contracts

In force annuity contracts from multiple Carriers

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Search & Filter

  • Search for Agents, Contract Owners, contracts and products

  • Segment contracts and product owners by multiple attributes

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Annuitant Profiles & Contracts

  • Profiles for each Annuitant

  • Contract information (in force data from Carriers) & documents

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Lists

Annuitant, Annuities, product and Carrier lists

The ANNUITY DATA program requires Distributors to have the Activate Program for in force life insurance 

Data Extract Program
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.  

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Policy Watch
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

  • Track multiple policy attributes

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In-app alerts when a policy changes

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Email alerts when a policy change occurs

Program Pricing
PROGRAM PRICING
ACTIVATE PROGRAM
ANNUITY DATA PROGRAM
DATA EXTRACT PROGRAM
POLICY WATCH

FREE FOR AGENTS AND SUPPORT STAFF

$8.99 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

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