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IDENTIFYING POLICIES WITH PRODUCT CHANGES

Identify policies impacted by a product change is quick and simple using NIC's policy filters.

  • From the left navigation menu, click on the Life Policies link

  • Using the Product filter, select a product from a list

  • Using the Carrier filter, select a Carrier from a list
     

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Identifying Polices with Product Changes
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Identify Clients Impacted by Product Changes

Carrier product changes can have a substantial impact on your Clients.

Communicating product changes to Clients can be time consuming and difficult without easy access to data.

NIC makes it easy to identify all Clients with specific product impacted by a product change.

CREATE A LIST WITH PRODUCT CHANGE POLICIES

Once the impacted policies have been identified, creating and managing the list of policies is quick and easy.

  • After you have identified policies with product 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

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  • Enter your list name

  • Click Proceed

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Create a List with Product Change Polices
Export your List

EXPORT YOUR LIST

Export your list and work with the policies externally. 

To export a the 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. 

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