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IDENTIFYING POLICIES WITH ANNIVERSARIES COMING UP
Identifying policies with anniversaries coming up takes seconds using NIC's policy filters.
Anniversaries can be searched/filtered for all policies, for a specific Carrier, a specific product type and even for a specific product over a certain premium.
There are numerous combinations of attributes that can be used.
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From the left navigation menu, click on the Life Policies link
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Using the Product filter, select one or multiple product lines
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Using the Annual Premium filter, select the premium range
Policy Anniversaries
Communicating with Clients just before their policy anniversary helps ensure premiums are paid on time and ultimately retains business.
Tracking policy anniversary dates can be time consuming and cumbersome. This time could be used for more productive activities.
NIC makes it easy to identify and set policy anniversary reminders so that an anniversary is never missed.
CREATE LISTS OF POLICIES WITH ANNIVERSARIES
Once the policies have been identified, you can create a list of all those policies.
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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)
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Click on Add to list
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Enter your list name
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Click Proceed
SET POLICY REMINDERS
Setting policy anniversary reminders can help you retain important client relationships.
Policy anniversary reminder can be set on a list of policies and on an individual policy.
SETTING REMINDERS ON LISTS
Setting reminder on a list can help you manage large segments of book easier.
From the Lists page, locate your list and click on the kebab menu under Actions column (located at the far right) and click on Add Policy Event
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Set the notification any number of days before the policy anniversary date
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Enter any additional reminder text
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Click Create
EMAIL NOTIFICATIONS
NIC will send you an email reminder for each policy on the list.
Emails are autogenerated by NIC and sent on days you set the notification for.
Once you receive the email, you will have to log into the NIC Distributor app to view the policies you have set the notification for.
IN APP NOTIFICATIONS
In App alerts inform you about your set reminders and provides links directly to the notification details.
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From the top menu bar click on the notifications icon
(the number besides the bell (the notifications icon) indicates the number of notifications waiting for your review) -
Clicking on the reminder will take you directly to the policy and the reminder you created
