HOW TO FIND TERM RENEWAL OPPORTUNITIES ON NIC?
NIC AGENT APP HOME PAGE
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The Home page is a jump-off point to all application features and services.
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INSIGHTS​
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The Insight page provides access to your renewal opportunities.​
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LIFE POLICY GRID​
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The Life Policy Grid provides access to your in force book and the ability to slice and dice your data based on what your are looking for.​
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The opportunities are limitless!
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Term Renewal Opportunities
NIC makes it easy to identify and manage term renewal opportunities across your entire book of business.
IDENTIFYING TERM RENEWAL OPPORTUNITIES
There are two ways of identifying Term Renewal Opportunities :
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Pre-defined lists of term renewal opportunities
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Searching for term renewal opportunities
PRE-DEFINED LISTS OF RENEWAL OPPORTUNITIES
TERM RENEWAL OPPORTUNITIES PRE-DEFINED LISTS
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Renewal opportunities are summarized into lists on the Insights page.
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Click on the blue number to see the renewal opportunities
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ACCESSING INSIGHTS PAGE:
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From the left navigation menu click on Insights
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Scroll to the Renewal Opportunities section
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TERM RENEWAL OPPORTUNITIES PRE-DEFINED LISTS DETAILS
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Pre-defined lists are dynamic and calculated by NIC based on the policy effective date and the term to maturity
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Click on the column headers to sort the list for your own purposes; e.g. annual premium or maturity date
CUSTOMIZE YOUR PRE-DEFINED LISTS
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To customize your list, select the policies that you want to save by checking the box beside the policy #
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Click on Add to list link
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Or you can select all of the policies on the screen, or all of the policies in the pre-defined list by checking on the box at the top of the table, beside the first column
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When the blue box appears, click on Select all xxx records
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Click on Add to list link
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SAVING YOUR PRE-DEFINED LISTS
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Clicking on Add to list will present you with a few options:
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You can save the list as a new list Create a New List
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You can Add to an Existing List and then select an existing list to add the records to
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Replace an Existing List to replace a currently existing list with a new one containing new records
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SAVED LISTS​
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Your new list will be saved in your Lists folder, accessible from the left navigation menu
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SEARCHING FOR RENEWAL OPPORTUNITIES
YOUR TERM BOOK
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On the Insights page, your entire in force book is broken out by product type
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The Term Book is further sorted by term duration (Term 10, Term 20, etc.)​
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To see the policies that make up each term duration, click on the blue number
YOUR TERM BOOK BY PRODUCT TYPE/MATURITY DATE
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To identify policies based on their potential renewal dates, sort using the Maturity Date column
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Click on the Maturity Date column header once and the list sorts in ascending (earliest to the latest) order, click on the header the second time and the list will sort in descending order (latest to the earliest)
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YOUR TERM BOOK BY PRODUCT TYPE/POLICY EFFECTIVE DATE
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You can also identify maturing policies within certain date ranges using the Policy Effective Date filters
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If you are looking for a list of Term 10 policies maturing in 2022, you can use the Effective Date filter and select a date between Jan 1, 2002 and February 28, 2022
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This will produce a list of policies maturing in 2022
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EXPORTING LISTS INTO A .csv
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To export your list into a .csv:
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From the left navigation menu, click on Lists
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Select the list that you would like to export
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Click on the Download Full List link
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The .csv will most likely be saved in your Downloads folder (depending on your browser settings).
