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Search

Locating in force policy information requires accessing multiple Carrier websites, email back and forth with Carriers and time spent in phone ques waiting to speak with Carrier staff.

NIC enables you to locate a Policy Owner, Policy, Contract, Insured Party or Beneficiary in seconds.

GLOBAL SEARCH

The Global Search is located in the top navigation bar. You can search using the All function or refine your search making it easier to locate the information you are looking for. 

You can refine your search by selecting one of the following:

  1. Life Policies

    • Policy Number​

    • Product Types

  2. Annuities​

    • Contract Number​

    • Product Types

  3. Clients

    • Policy Owner​

    • Contract Owner

Once you select the type, start typing your search criteria and results will appear in the drop down.

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Global Search

LIFE POLICY GRID SEARCH

Searching from policy grid will return results across the entire data set appearing on the page.

Example: Search Aaron and the results will include Policy Owners, Insured, Beneficiaries named Aaron

Use the column headers as a guide and search by:

  • Policy Number

  • Policy Owner

  • Product Name

  • Product Type

  • Carrier

  • Advisor

  • Policy Status

  • Beneficiary Name

  • Insured Name

  • Location

  • Other

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Life Policy Grid Search

ANNUITY GRID SEARCH

Searching from the annuity grid will return results across the entire data set appearing on the page.

Example: Search Aaron and the results will include Contract Owners, Annuitants, Beneficiaries and named Aaron

Use the column headers as a guide and search by:

  • Contract Number

  • Contract Owner

  • Product Name

  • Product Type

  • Carrier

  • Advisor

  • Contract Status

  • Beneficiary Name

  • Annuitant Name

  • Location

  • Other

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Annuity Grid Search

CLIENT SEARCH

Search from the client grid will return results across the entire data set appearing on the page.

Example: Search using Aaron and the results will include Clients named Aaron

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Client Search

LISTS SEARCH

Searching from the Lists grid will return the specific list you are looking for.

Example: Search Term 20 will return all lists with Term 20 in the list name

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DOCUMENTS SEARCH

Searching from the Documents grid will return results across the entire set of documents.

Example: Search commissions and the results will include all documents with commissions in the document name

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Lists Search
Documents Search
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