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Manage Your In Force Book

Actively manage and optimize your book.

Explore Your Life Book

In this section you will learn how to explore and manage your in force life book. 

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Product Sales Concentration

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Carrier Product Sales Concentration

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Top Performing Carriers

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Top Performing Products

Explore Your Annuity Book

In this section you will learn how to manage your in force annuity book. 

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Policy Segmentation & Lists

This section will walk you through the steps on how to segment your your policies into meaningful lists, how to share those lists with your Agents and staff, etc. 

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Segment my Book of Business

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Pre-Defined Lists

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Lists

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Lists Management

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Adding Records to an Existing List

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Deleting Records from an Existing List

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Downloading a List into a .csv

Policy Owner Profile

In this section we will provide you with an overview of the Policy Owner Profile. 

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Search for a Policy Owner

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Policy Owner Life Policies

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Policy Owner Annuity Contracts

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Policy Owner Documents

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Policy Notifications

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. 

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Adding a Policy Event on Individual Policies

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Adding a Policy Event on Policy Lists

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Managing Your Policy Events

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Email Notifications

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In App Notifications

Policy Watch

This section will walk you through steps on setting up thresholds on policies and how to manage those thresholds. 

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Setting policy watch on Individual Policy

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Setting policy watch on Policy Lists

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Policy Watch Management

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Email Notifications

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In App Notifications

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. 

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Identify Lapse Pending Policies

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Create Lapse Pending Lists

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Export your Lapse Pending List

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Set Up a Policy Watch on Individual Policy

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Set Up a Policy Watch on a List

Product Changes

This section will show you how to identify policies with product changes and communicate those policies to your Agents. 

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Identify Policies with Product Changes

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Create Lists with Product Change Policies

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Export your Product Change List

Industry Changes

In this section we will show you industry changes

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Identify Policies with Industry Changes

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Create Lists with Industry Change Policies

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Export your Industry Change List

Policy Anniversaries

Set reminders on Policy Anniversaries

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Identify Policy Anniversaries

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Create Lists with Anniversaries

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Set Policy Reminders

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Email Notifications

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In App Notifications

Under Insured Clients

In this section we will show you how to find your under insured clients....

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Identify Under-Insured Clients

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Create Lists with Under-Insured Clients

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Export Your List

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Set Policy Reminders

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Email Notifications

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In App Notifications

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Managing the Under-Insured

Cost of Insurance Increases

This section will walk you through the steps .....

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Identify Policies with COI Increases

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Managing the COI Increases

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Create Lists of Policies with COI Increases

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Export Your List

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Set Policy Reminders

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Email Notifications

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In App Notifications

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