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
The Home page is a jump-off point to all application features and services.
LIFE POLICY GRID
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.
The opportunities are limitless!
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
SAVING YOUR LIST
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
SAVED LISTS
Your UL Up-Sell Opportunities list will be saved in your Lists folder, accessible from the left navigation menu
