IDENTIFYING POLICIES IMPACTED BY INDUSTRY CHANGES
Identifying policies impacted by a product change takes seconds using NIC's policy filters.
-
From the left nav, click on the Life Policies link
-
Using the Policy filters, you can filter policies by:​​
-
Product Type
-
Policy Effective Date
-
Annual Premium
-
etc...
-
Industry Changes
Industry changes including new regulatory requirements, tax changes and compliance updates can have a substantial impact on your Agents and their clients and need to be communicated quickly and effectively.
Agents however get so many irrelevant emails and Carrier sales pitches that they easily miss important industry change notices.
NIC makes it easy to target industry change communications to specific Agents using a combination of mediums.
CREATE LISTS OF POLICIES WITH INDUSTRY CHANGES
Once the impacted policies have been identified, creating, managing and sharing lists of impacted policies with your Agents is quick and easy!
-
After you have identified policies with industry changes, 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
​
-
Enter your list name
-
Click Proceed
SHARE YOUR LIST
Empower your Agents with a list of policies impacted by the industry change and provide instructions regarding dealing with industry change.
​
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.
-
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
-
Type in any message you would like to share with your Agents
-
Click Send List
NOTE:
-
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
-
The notification emails are only sent to Agents with email addresses on 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
-
LOG IN link appears for Agents already on NIC platform and will take the Agent to the NIC Advisor App login page.
-
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
EXPORT YOUR LIST
Export your list and work with the policies externally.
​
To export a complete list into a .csv, click on the list name and then click on Download Full List.
​
The exported .csv file will appear in your Downloads folder on your computer.
