UL Up-Sell Opportunities
NIC makes it easy to identify prospective clients with large term policies, creating opportunities for UL and other solutions.
HOW TO FIND POTENTIAL UL UP-SELL OPPORTUNITIES
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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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 you are looking for.​
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The opportunities are limitless!
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FINDING POLICIES WITH POTENTIAL UP-SELL OPPORTUNITY
LIFE POLICY GRID​
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From the left navigation menu, click on Life Policies
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Using the Product filter, select Term product from a list
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Using the Annual Premium filter, select the annual premium range
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Using the Insured Birth Date filter, enter the birth date range
CREATE A LIST WITH UP-SELL OPPORTUNITIES
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 the policies with potential for the UL up-sell, 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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SAVING YOUR LIST
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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 UL Up-Sell Opportunities list will be saved in your Lists folder, accessible from the left navigation menu
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