IDENTIFYING SALES & SERVICE OPPORTUNITIES ACROSS YOUR ENTIRE IN FORCE BOOK
LIFE POLICIES
To locate your life policies, under the Explore menu on the left nav, click on Life Policies link.
Sharing Sales & Service Opportunities with Groups of Agents
Engaging Agents online to chat, share sales & service opportunities, product and industry updates, or explore their in force book will help build stronger more resilient relationships.
Leverage NIC to position your firm as a forward-thinking and innovative technology partner.
EXPLORE YOUR BOOK OF BUSINESS
Use the Policy Filters to sort and segment your book to identify sales & service opportunities.
Policy Filters include:
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Policy Status
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Product Type
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Carrier
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Annual Premium
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Death Benefit Amounts
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Policy Effective Dates
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Insured Birth Dates
Use the Headers to sort your policies.
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Clicking once on the header will sort the values in ascending order.
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Clicking twice on the header will sort the values in descending order.
Clicking on the Settings icon enables you to hide/display columns from the grid.
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Check or uncheck the checkbox beside the column name with a display or hide the column.
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After you have segmented your life policies that qualify as sales & service opportunities, select all of them by clicking on the check box beside the first header.
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If your results are displaying over multiple pages, make sure you click on the Select all xxx records link.
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Click on Add to list
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Enter the name of the list
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Click on Proceed
Your new list will be saved under the Lists folder, which can be accessed by clicking on the Lists link under the Explore menu on the left nav.
REVIEW YOUR LIST OF SALES & SERVICE OPPORTUNITIES
Once you have created your list, you can always go back to review it.
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Click on the Lists link to access all your lists.
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Click on the list name to view details
SHARE THE LIST OF SALES & SERVICE OPPORTUNITIES WITH ALL AGENTS ON THE LIST
Now that the list of sales & service opportunities is created and you have it reviewed, you can share that list with all of your Agents on the list.
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Under the Actions header, click on the kebab menu and select 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 Agent to receive an email alerting them about the list you are sharing.
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Type in any message you would like to share with your Agents
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Click Send List
Your Agents will receive an email notification from NIC.
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.
NOTE:
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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.
AGENT IN-APP NOTIFICATIONS
In addition to email notifications, NIC also generates
In-App Notifications for your Agent, along with your message.
AGENT SHARED SALES & SERVICE OPPORTUNITIES LIST
Clicking on the notification (email or in app) will take the Agent directly to their list of sales & service opportunities that you have generated and shared.
AGENT LISTS
The list of sales & service opportunities will also be saved under Lists in the NIC Advisor App.
