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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

  • Using the Product filter, select Term product from a list

  • Using the Annual Premium filter, select the annual premium range

  • Using the Insured Birth Date filter, enter the birth date range

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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)

  • 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:

  1. You can save the list as a new list Create a New List

  2. You can Add to an Existing List and then select an existing list to add the records to

  3. 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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