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IDENTIFYING POLICIES IMPACTED BY INDUSTRY CHANGES
Identify policies impacted by a product change takes seconds using NIC's policy filters.
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From the left navigation menu, click on the Life Policies link
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Using the Policy filters, you can can filter policies by:
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Product Type
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Policy Effective Date
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Annual Premium
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etc...
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CREATE LISTS OF POLICIES WITH INDUSTRY CHANGES
Once the impacted policies have been identified, creating, managing lists of impacted policies is quick and easy!
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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
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.
