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NIC Release Notes

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Version 1.9.6

September 23, 2020

This is a minor release with new functionality and bug fixes to the NIC Carrier, NIC Distributor and NIC Advisor Apps. 

New functionality includes:

  • Lists

    • The users are now able to rename and delete lists

    • Added pagination on the lists page
       

  • Policy Details

    • The users are now able to set notifications on a policy based on the anniversary date​
       

  • Date Pickers

    • Date pickers throughout all apps are now in the US format​​​​

 

Other Bug Fixes

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Version 1.9.5 & 1.9.5.1

Version 1.9.5

August 19, 2020

This is a minor release with new functionality and bug fixes to the NIC Carrier, NIC Distributor and NIC Advisor Apps. 

New functionality includes:

  • Policy Grid: 

    • The filters on the left of the page are now collapsible

  • Documents:​

    • Archiving documents now re-allocates storage space​

    • Users are now able to archive documents from the client view.

 

Other Bug Fixes

Version 1.9.5.1

August 28, 2020

This is a minor release with new functionality and bug fixes to the NIC Carrier, NIC Distributor and NIC Advisor Apps. 

New functionality includes:

  • Policy Grid: 

    • Insured Birth Date, Maturity, Paid to date, Email and Phone Number columns have been added to the page and the extract

  • Dates through the apps have been fixed

 

Other Bug Fixes

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Version 1.9.4 & 1.9.4.1

Version 1.9.4

July 22, 2020

This is a minor release with new functionality and bug fixes to the NIC Carrier, NIC Distributor and NIC Advisor Apps. 

New functionality includes:

  • Term Conversions
    In this release we have implemented couple of additional features to the existing Term Conversion feature:

    • Term conversion list form has been added to the business unit profile insights view​

    • Date picker has been replaced with the more user-friendly one
       

  • Lists
    The users now have the ability to share policy lists with their servicing Agents

     

  • Emails
    The users are now able to unsubscribe from NIC emails

 

Other Bug Fixes

Version 1.9.4.1

August 2, 2020

This is a minor release with new functionality and bug fixes to the NIC Carrier, NIC Distributor and NIC Advisor Apps. 

New functionality includes:

  • Documents
    In this release we have enabled the users to share documents to Clients or Team lists

     

  • Lists
    List share email notification is now compatible with Gmail

 

Other Bug Fixes

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Version 1.9.3

June 23, 2020

This is a minor release with new functionality and bug fixes to the NIC Carrier, NIC Distributor and NIC Advisor Apps. 

New functionality includes:

  • Chat Channels/Broadcasts: List Tab
    The LIST tab has been enabled in chat. This feature allows users to send broadcasts and group chats to a list of network members that they have already created

     

  • Term Conversion Filter on Insights page
    This feature enables users to identify term conversion opportunities and create lists based on those opportunities

 

Other Bug Fixes

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Version 1.9.2

June 9, 2020

This release is a maintenance release for all NIC applications

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Version 1.9.1

June 2, 2020

This is a minor release with new functionality and bug fixes to the NIC Distributor and NIC Advisor Apps. 

New functionality includes:

  • Term Conversion Filters
    In this release we have introduced two new filters on the policy search results page, 'EFFECTIVE DATE' and 'INSURED BIRTH DATE' to help both Distributors and Agents to identify Term Conversion opportunities

 

Other Bug Fixes

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Version 1.9.0

May 14, 2020

This is a major maintenance release with new functionality to the NIC Distributor and NIC Advisor Apps. 

New functionality includes:

  • Content Controls
    In order to respond to requests to view books of business and insights specific to a business unit not directly identified as the current user, a new control has been added to the top-level page context. This 'Context' control allows a user to change the contextual profile being viewed, and allows administrators, managers, and users granted on-behalf-of access the ability to view the materials pertinent to one or more specific alternate business units. 
    Changing the context in the Context Control will change left-navigation items of 'Book of Business', 'Insights' and 'Explore' to reflect those belonging to the newly selected context (such as a Distributor or a region), and will also switch the 'My Profile' details to match those of the new context. To revert to the user's directly owned context, select 'My Profile' from the Context control.

    Important Notes:

    • Lists created under 'My Profile' are separate from those lists created in an alternate context.

    • Documents will always show only the logged-in user's documents, and exist independent of the Context control. Documents shared with a user or an office can be seen by any user who has data access to that user or office.​
       

Other Bug Fixes

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Version 1.1.0

December 14, 2018

This is a minor release with new functionality and bug fixes to the NIC Distributor and NIC Advisor Apps.
 

Advisor Onboarding
Streamlined the on-boarding process and added the 'Forgot Password' workflow.

Search

Enhancements to the results table

Policy Listing View

Enhanced default policy listing display values to add:

  • Policy Status

  • Effective Date

  • Beneficiary Name

  • Insured Name

  • Payment Frequency

  • Location

  • Cash Values

  • Modal Premium

Settings

Added User Settings features including password change and Multi-Factor-Authentication (MFA) source change to user accounts.

Access to user settings can be gained by clicking the profile picture located in the top right of the header on any page. Due to the nature of this feature, accessing this page requires the
re-entry of your password and MFA credentials.

Documents

Layout modifications, added the Documents tab to all Teams, Firms, Advisors, and Policy Owners.

Uploaded documents can be shared with any Team, Firm, Advisor or Policy Owner from the left navigation menu.

Lists

Search results can be directly added to either a new or existing list. Lists can be edited to add or remove members.

Download of Data

Search results and re-configured data samples of policies, clients, and teams can be extracted in comma separated value (CSV) format.


Other Bug Fixes

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Version 1.2.0

March 25, 2019

This is a minor release with new functionality and bug fixes to the NIC Distributor and NIC Advisor Apps.
 

On-Behalf-Of Access Sharing

Introduction to workflows to allow Agents to invite their administrative assistants or other people requiring access to the Agent's data to join the platform and to perform tasks within the application with the same level of data and functional access that is provided to the Agents. Access can be provided to both existing platform users or to people who have not yet subscribed to the NIC Platform, and any granted access can be revoked at any time by the Agent.

User Define Policy Notifications

To better manage time-sensitive actions, user are now able to create short date specific notes on policies that will provide a system notification when the note is triggered alerting them to the event and reminding them that an action should take place.

Document Sharing Notifications

Agents are now notified in the application when a document has been shared with them by a Distributor user. This notification will appear on the bell icon in the top-right of the page, identifying the number of unique application user sharing documents with the Agent since the last time the feature was viewed. Clicking on the bell will provide the user with a full listing of the notifications, identifying who has shared the documents, the name of the most recent document shared by each user, and the time of the most recent shared document from them.


Other Bug Fixes

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Version 1.3.0

August 27, 2019

This release includes back-end bug fixes and updates to the NIC Distributor and NIC Advisor Apps
 

User Verification v2

  • Changes to 'Change Password' permissioning on User Settings page

  • Changes to 'Hide Primary Email' section

Login

  • Login tracking has been added to correct previously deployed one


Other Bug Fixes

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Version 1.4.0 & 1.4.1

Version 1.4.0

September 24, 2019

This is a minor release with new functionality to the NIC Distributor and NIC Advisor apps.

Advisor Invites:

  • Invitation email reminder: an invited user that has not yet clicked on the invite link and started the on-boarding process will now get the first reminder when there are 3 days remaining until expiry, and the second reminder when there is only 1 day left until expiry

  • SSO users coming in from Distributor websites have also been marked as active to prevent sending invites and reminders from the NIC platform

  • Added a process that can flip the invite status after the invite has expired: when the invite expires, the user status gets updated so they can be invited through the app again. The button within the user's contact card gets changed from 'pending' back to 'invite', the user's status in 'invite users' table updates to 'unsubscribed'

Insights:

  • In force policies page filtering: we have applied a fix where wrong policies were included to the Total In Force Policies count. After the change, only active/in force and paid up type of policies are included. 

Other Bug Fixes

Version 1.4.1

October 3, 2019

This is a minor release with new functionality to the NIC Distributor and NIC Advisor apps.

Insights:

Insights page now includes Policy Events section.

The following Policy Events insights are now displayed and can be clicked to view details for:

  • Lapsed policies

  • Lapsed pending policies

  • All policies over 20 years old


Other Bug Fixes

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Version 1.5.0

December 3, 2019

This release includes back-end bug fixes and updates to the NIC Distributor and NIC Advisor Apps

Messaging:

Direct Messaging and Chat Channels have been updated to provide a better user experience.

Updates includes:

  • New Chat: when clicked it shows 2 options: Direct Chat or Chat Channel

  • Chat Search: a user can now only see active users that they have access to (this includes the Super User)

  • Add Name: option is now enabled for both members of a chat if they wish to add an additional person to their active chat (creating a group chat)

  • Broadcast channel owner is now the only one able to see the list of members in the broadcast

  • Group chats are displayed under the Channel sections

  • Location info is now available in the window when creating a new channel or when adding more people to the existing channel

Insights:

Insights page has been updated to reflect new categories and label changes.

Updates include:

  • Added a new category called Policy Status

  • Renamed Policy Events section to Policy Status and expanded the page to include policy statuses

  • Renamed Death Benefit Amount to Net Death Benefit Amount

  • Clicking on insights on the Agents Profile page now keeps the contact card shown, so user can see whose insights they are looking at. 


Other Bug Fixes

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Version 1.6.0

February 7, 2020

This release includes a launch of new NIC Carrier App as well as new features, UI changes and bug fixes to the NIC Distributor and NIC Advisor Apps

First release of NIC Carrier App:

  • Carriers are now able to log into the application

  • Ability for Carriers to upload and manage their content that is to be posted in the NIC Distributor and NIC Advisor apps

  • Content Management includes Banners, Profile, Resources and Contacts

  • Insights landing page enables Carrier users to decide what insights they wish to view

  • Life insights enables Carriers to view life insights by Distributor or All

NIC Distributor App:

  • Distributors are now able to upload and manage their content that is to be posted in the NIC Advisor app. This includes Banners, Profile, Resources and Contacts

  • Dynamic Home Page banners

  • Life insights: Distributors have the ability to filter the insights by Carrier or All

  • UI Changes:

    • Help button moved to the left nav​

    • Team tab renamed to Network

    • News & Events section from Home page has been removed

NIC Advisor App:

  • Dynamic Home Page banners

  • Life insights: Agents have the ability to filter the insights by Carrier or All

  • UI Changes:​​

    • Help button moved to the left nav​

    • News & Event section from Home page has been removed

 


Other Bug Fixes

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Version 1.7.0

March 6, 2020

This release is a maintenance release for all NIC applications

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Version 1.8.0

March 26, 2020

This is a major release with substantial new functionality to the NIC Distributor and NIC Advisor Apps. 

New functionality includes:

  • Hierarchy Admin Tool
    Hierarchy Admin tool enables Distributor Super Users to augment and modify your organizational structure. As a Distributor Super User, you are able to reassign business units (including Agents) within the hierarchy, create new business units, and delete existing business units

     

  • Engage Program Goes LIVE!​ 
    The Engage Program is a premium feature set that enables Distributors to communicate and share documents with their Agents through NIC. The Engage Program requires additional subscription fees and can be purchased through the NIC Distributor App. For a complete list of Engage Program features visit: meetnic.com/distributor-programs
     

  • Home Page Graphs Enhancements
    The Premium by Carrier Graph has been enhanced to show more representational information

     

  • Left Navigation Menu Changes
    The Contacts menu on the Left Navigation Menu has been renamed to Explore. This is a label change only and it does not impact the functionality


Other Bug Fixes

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Version 1.9.7

October 28, 2020

This release contains new functionality and bug fixes to the NIC Carrier, NIC Distributor and NIC Advisor Apps. 

New functionality spans across all 3 apps and it includes:

  • Lists 

    • User are now able to select a list and create​ a notification that applies to all policies in a list(s)

  • Policy Notifications​

    • Users have the ability to remove a notification that has not yet been triggered. This applies to single policy notifications only. ​
       

Other bug fixes

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Version 1.9.9

January 5, 2021

This release contains new functionality and bug fixes to the NIC Carrier, NIC Distributor and NIC Advisor Apps. 

New functionality spans across all 3 apps and it includes:

  • Context Switch

    • NIC users with multiple data access context, can now choose which data access they would like to see from the dropdown located on the left navigation panel​

    • For non-Agent (OBO) users 'Explore' and 'Documents' menu items have been removed from 'My Profile'

    • Users with multiple contexts can default to the most meaningful context. 

Other bug fixes

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Version 1.9.8

November 25, 2020

This release is a maintenance release for all NIC applications

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Version 1.9.9.1

February 24, 2021

This release is a security release that affects the NIC Carrier, NIC Distributor and NIC Advisor Apps. 

Key updates include:

  • Document Upload

    • Documents are now validated and scanned before they are uploaded to the platform

  • Password Reset​

    • Password reset flow has changed from Multi-Factor-Authentication (MFA) to a password reset e-mail​

  • CSV

    • CSV issue with effective date not displaying has been fixed​

Other bug fixes

 
 
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