In this section, you will learn how to explore and manage your in force life book.
Explore Your Annuity Book
In this section, you will learn how to explore and manage your in force annuity book.
Policy Segmentation & Lists
This section will walk you through the steps on how to segment your policies into meaningful lists, and how to share those lists with your Agents.
Policy Owner Profile
In this section, we will provide you with an overview of the Policy Owner Profile.
Policy Event Management
In this section, we will show you how to create policy events including reminders and how to manage those events within NIC.
Policy Watch
This section, we will walk you through steps on setting up thresholds on policies and how to manage those thresholds.
Policy Watch Management
Lapse Pending Policies
In this section, we will show you how to find your lapse pending policies and how to share those policies with your Agents.
Product Changes
In this section, we will show you how to identify policies with product changes and communicate those policies to your Agents.
Industry Changes
In this section, we will show you how to identify policies with industry changes and communicate those policies to your Agents.
Policy Anniversaries
In this section, we will show you how to set policy anniversary reminders.
Missing Living Benefits Rider
Under Insured Clients
In this section, we will show you how to identify under-insured clients, segment them into a list and share that list with your Agents.
Cost of Insurance Increases
In this section, we will show you how to identify and manage policies impacted by Cost of Insurance Increase and how to notify your Agents.
Data Extracts