Segmenting Your In Force Life Book
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Prioritize the most important clients and policies
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Create more manageable list sizes for deeper analysis
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Allocate different segments to your sales & support staff members
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Share segmented lists with your Agents
SEGMENT YOUR BOOK TO CREATE CUSTOM LISTS
Use the policy grid to create custom lists.
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Access the policy grid, segment the policies based on specific preferences including policies, policy status, products, Carriers, etc.
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Sort using column headers
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Add/hide columns using the Settings icon
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Save segmented policies as lists
PRE-DEFINED LISTS
Pre-defined lists can be accessed using the Insights link on the left menu bar.
Clicking on the blue values will open up the lists where you can view details.
LISTS
Lists are manually created groupings of records with similar attributes created by users and can be managed from the Lists link located on the left menu bar.
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Use the column headers to sort the list. The list values will first sort in ascending order. Clicking on the headers the second time will sort the values in descending order.
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There are 3 types of lists:
i) Policy Lists: these are lists of individual in force
policies
ii) Client Lists: these are lists of individual clients or
Policy Owners
iii) Network Lists: these are lists of Agents and firms in
your downline
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Different types of lists will have different attributes and columns of data.
LIST MANAGEMENT
Lists can be renamed or deleted using the kebab menu under the Action column (located on the right).
Lists are static as of the date created unless edited manually by the user.
Click on the List Name to view details.
ADDING A NEW RECORD TO AN EXISTING LIST
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To add a new record to the list select Add Record and search for the record that you would like to add
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If adding a record to a Policy list, you can search for the new record using the policy number
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If adding a record to a Client list, you can search for the new record using the client name
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If adding a record to a Network list, you can search by the name of the Agent or firm
DELETING A RECORD FROM AN EXISTING LIST
To remove a record from a list select the record or records by checking the box to the left of the name and click on Remove Record(s).
DOWNLOADING A LIST INTO A .CSV
To download a complete list into a .csv, click on the list name and then click on Download Full List.
The downloaded .csv file will appear in your Downloads folder on your computer.
SHARING LISTS WITH YOUR AGENTS
Sharing a list with your Agents is secure as no confidential information is sent over the internet.
Each Agent receives an email notification that a list has been shared with them and is available to them, but they are required to log into NIC to see the list.
If the list contains policies for multiple Agents, each Agent will only see the policies assigned to them (where they are the writing or servicing Agent assigned to the policy by the Carrier).
From the Lists page, click on the kebab menu under the Actions column (located at the far right) and click on Send to agents
A pop-up window will open.
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Select the Also send the agent an email notification box if you would like your Agents to receive an email alerting them about the list you are sharing with them
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Type in any message you would like to share with your Agents
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Click Send List
NOTE:
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If you have selected the Also send the agent an email notification box in the pop-up window, your Agents will receive an auto-generated email from NIC
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The notification emails are only sent to Agents with email addresses on NIC
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The notification email will contain your name as the user sharing the list, and also a link to the Agent App so the Agent can click on it to get direct access to the Agent App Login page, where they can see the shared list
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LOG IN link appears for Agents already on NIC platform and will take the Agent to the NIC Advisor App login page
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JOIN US link appears for Agents who are not on NIC platform but are part of your list. If they wish to subscribe to the NIC Advisor App all they have to do is click on Join Us and complete the short onboarding process
