The ACTIVATE Program provides Carriers with access to all Distributors and Agents and their in force book, along with data analytics and insights, including sales and service opportunties.
KEY BUSINESS DRIVERS
Distributor & Agent
Profiles
In Force Data Analytics
Carrier Profiles
Carrier Sales Team Profiles
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Access to all Distributor and Agent profiles, in force book, data insights, sales trends and much more
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Easy to use tools to identify sales & services opportunities including term renewals, term conversions and more..
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Tools to monitor policies for important events and changes
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Auto-generated lapse notices, renewal and conversion opportunities and cross-sell opportunities
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New digital channel to expose Carrier content including online advertisements, links to Carrier content, tools, apps and services
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Carrier profiles are accessible to all Distributor staff and Agents on NIC
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New digital channel to expose sales team profiles to all Distributors on NIC.
Activate Program Features For Carriers
The ACTIVATE program provides Carriers with access to view ALL of their Distribution and Agent partners in force books of business through the NIC Carrier App.
Distributor In Force Book
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Distributor profiles
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Distributor book of business
(in force policies) -
Book of business statistics, insights & sales opportunities
Firm Profiles & In Force Policies
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Profiles for each business unit in the hierarchy
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Book of business for each business unit
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Book of business statistics, insights & sales opportunities
Agent Profiles & In Force Policies
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Profiles for each Agent in the hierarchy
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Book of business for each Agent
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Book of business statistics, insights & sales opportunities
Policy Owner Profiles & Policies
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Profiles for each Policy Owner
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Policy information (in force data from Carriers) & Documents
Distributor Network
Distributor Hierarchies
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Book of Business for each Distribution partner
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Distribution partner hierarchies including sales managers, downline firms, GAs, BDs, Offices and Agents
Search & Filter
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Search and segment within your Distribution Network for Firms, Offices, Sales Managers and Agents
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Search and segment Policy Owners, policies and products by multiple attributes
Data Insights
Access to in force data insights including pending lapse, renewals and book of business statistics
Lists
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Agent, Policy Owner, policy, product, Carrier lists
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List management
Sales Trends
Tools to analyze the life book of business and changes over time for all downline business units