Policy Owner Profile
Locate your clients in seconds and get the full picture from a single app.
Saves you and your staff time and frustration visiting multiple Carrier websites or waiting in phone queues trying to get current policy information.
Collaborate with your Agents online to maximize the potential of each client relationship while ensuring top notch client service!
LOCATING & MANAGING POLICY OWNERS
GLOBAL SEARCH
NIC's easy to use Global Search enables you to search for your Policy Owners by their name or policy number.
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On the top menu Search bar, click on the category dropdown and select Policy Owner
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Start typing your Policy Owner's name (as you are typing NIC's predictive search is displaying all possible results)
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From the Search results page, click on your Policy Owner's name
LIFE POLICIES
The Life Policies link can also be a launch point to find your Policy Owners and their policies.
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From the left nav, click on the Life Policies link
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In the search box under the Life Policies tab, enter your Policy Owner name
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From the Search results, click on your Policy Owner's name
POLICY OWNER PROFILE
The Policy Owner Profile is a single location to:
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access your Policy Owner contact information
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access your Policy Owner's in force life policies and in force annuity contracts
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manage Policy Owner documents
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set and manage policy event notifications and be alerted regarding important policy changes
IN FORCE LIFE POLICIES
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All of your Policy Owner's policies can be located from the Policy Owner profile page.
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A simple high-level summary enables you to see exactly what they have in force today.
POLICY DETAILS
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In force life policy data come directly from your Carrier partners.
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Majority of the Carrier data feeds are refreshed on a daily basis, providing you with an up-to-date view of the policy.
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To view policy details, from the policy summary view, click on the View Details button​
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To view the date when your data was refreshed last, click on View Details and look for NIC Policy Updated header on the top right-hand side of the details page
IN FORCE ANNUITY CONTRACTS
In addition to all in force life policies all your Policy Owner's in force annuity contracts can be located from the Policy Owner profile page as well.
A simple high-level summary enables you to see exactly what they have in force today.
ANNUITY CONTRACT DETAILS
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In force annuity data come directly from your Carrier partners
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Majority of the Carrier data feeds are refreshed on a daily basis, providing you with an up to date view of the contracts
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To view contract details, from the contract summary view, click on the View Details button​
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To view the date when your data was refreshed last, click on View Details and look for NIC Policy Updated header on the top right-hand side of the details page
POLICY OWNER DOCUMENTS
Attach a document directly to your Policy Owner profile.
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NIC provides a secure and reliable solution to store and manage billing statements, policy illustrations, sales presentations, meeting notes and other important documents.
UPLOADING A NEW DOCUMENT:
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From the left nav, click on the Documents link
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Click on the Upload File button, located on the top right-hand corner
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Upload your document
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ATTACHING A DOCUMENT TO POLICY OWNER PROFILE:
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Find the document you would like to share and click on the kebob menu under the Actions column, and select Share
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From the Share File pop-up window, in the Search box enter your Policy Owner's name
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From the Search results, select your Policy Owner by selecting the check box beside your Policy Owner's name.
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Click Share
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POLICY OWNER DOCUMENTS
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From your Policy Owner Profile, click on the Documents tab
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You should see all the documents you have attached to the selected Policy Owner's profile.
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Use the headers to sort the documents
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Use the filters to filter the documents by date, type and file size
POLICY OWNER NOTIFICATIONS
POLICY EVENT NOTIFICATIONS
Add a notification to a policy and NIC will send your an email alert to remind you to take action!
Under the policy summary section, click on Add Notification button.
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OPTION 1:
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Set the date you would like to be notified
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Enter the reminder message
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Click Create
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OPTION 2:
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Set the number of days to be notified before the Policy Anniversary date
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Enter the reminder message
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Click Create
POLICY CHANGE NOTIFICATIONS
NIC will automatically remind you regarding important policy changes enabling you to stay on top of changes and be pro-active with your Policy Owners.
ONLINE AGENT COLLABORATION
AGENT VIEW
BGA CASE MANAGER VIEW
secure, online chat, auditable, easy to use
Agent reviews their Policy Owner's profile and current book while chatting with their BGA Case Manager, all in a secure modern app.
BGA Case Manager reviews the Policy Owner's current in force book while chatting online with their Agent, all in a secure modern app.