
Your Book of Business
Soon you’ll be able to view your full insurance book of business—organized and accessible in one spot.
We do offer a platform called NIC that can help with tracking in-forced insurance policies. See below highlights. For additional information visit https://www.meetnic.com/
Let us know if you’d like to setup a meeting with their team or setp a demo.
What is NIC?
NIC is an “in force” data & technology platform designed specifically for the insurance industry. It connects carriers, distributors, and advisors within a single, unified system—providing streamlined access to policy data that is currently active. Through the platform, users gain actionable, data-driven insights intended to boost new sales opportunities and foster stronger client relationships.
Key platform highlights:
- A centralized source for in force policy data that enables advisors—among others—to see and filter their entire book of insurance business with ease.
- Over 25 years of experience integrating data from insurance companies and financial institutions, with a strong technical team focusing on security and a seamless data experience.
- Significant market penetration, especially in the U.S., where NIC processes over 60 carrier data feeds, connects with more than 80% of distributors (IMOs/BGAs), and supports 500,000 advisors.
- Built on a modern and open architecture, it offers a suite of APIs that make it easy and secure to access in force data from any external system.
- There is no cost to advisors to access their life business through us, however if they want to access their annuity business, they can self-subscribe for $75 per advisor per year.
- NIC does offer discounted pricing if Advisors wants to purchase any premium features (such as annuities) on behalf of the advisor.
