Question 1

1. Carrier In Force Data Feeds

Accepted Answer

NIC partners directly with Carriers and all in force feeds are aggregated using secure connections with the Carriers.   Requesting your data is quick and simple: List your Carrier partners by entering them into the Carrier In Force Feeds Form NIC will prepare data authorization letters for your Carriers and send you a DocuSign link so that you can add your TIN, BGA codes and sign each letter NIC will forward the letters directly to the Carriers and work with the Carriers to get your in force data Once the data is received, NIC will load it into a pre-production environment so that you can quickly validate it prior to production.  TOOLS & LINKS: Carrier In Force Feeds Form

Question 2

2. Your Hierarchy & Agent Network

Accepted Answer

There are few different approaches to loading your hierarchy: Review the 'Setting up Your Hierarchy' video Read the 'Learn more about Hierarchies' section and select the desired approach Follow the instructions provided so that NIC receives your hierarchy information NIC will load your hierarchy into a pre-production environment so that you can quickly validate it prior to production    TOOLS & LINKS Learn more about Hierarchies NIC Hierarchy Template Smart Office Authorization Form

Question 3

3. Your Distributor Profile

Accepted Answer

Your profile is important because all of your firm and Agent users will have access to your profile on NIC. Review the 'Creating Your Distributor Profile' video Determine if you are on the Activate or Engage Program and read the instructions provided If you are on the Activate Program, submit your content directly to NIC and we will load it into a pre-production environment so that you can validate it prior to production If you are on the Engage Program you can upload your content once you have access to the production environment      TOOLS & TIPS Activate Program Users: Distributor Profile Content Requirements   Engage Program Users: You can create and manage your content through the content manager feature on NIC

Question 4

4. Your Distributor Ambassador

Accepted Answer

Your Distributor Ambassador will be present on the Communications panel for all of your Agents.   Review the 'Distributor Ambassador' video Complete the 'Distributor Ambassador Contact' form and NIC will set the Ambassador up and provide the user will access once you are in production     TOOLS & TIPS Distributor Ambassador Contact Form

Question 5

5. Linking NIC to your Agent website

Accepted Answer

Make NIC easily accessible to your Agents and deliver them more value by linking NIC to your Agent website.   Review the Distributor - Agent Website instructions and select the desired approach   TOOL & TIPS: View a Sample Distributor Agent Website Requirements

Question 6

6. Adding Additional Carriers

Accepted Answer

If you do business with Carriers who are not on NIC and not included in NICs list of 'Work in Progress' Carriers: Complete the 'Request a New Carrier Feed' online form on the Resource Center Home page and NIC will work directly with the Carriers to get your data  TOOLS & TIPS Request a New Carrier Feed online form on the Resource Center Home page

Question 7

Who should I invite to use NIC?

Accepted Answer

Everyone at your firm will benefit from NIC and there is no additional cost to add users. We encourage you to invite everyone in your firm including your support staff, marketing managers, sales managers, case managers, and office managers. Having your entire network on NIC allows you to easily communicate and share documents within the platform.

Question 8

Who should I invite to use NIC?

Accepted Answer

Everyone at your firm will benefit from NIC and there is no additional cost to add users. We encourage you to invite everyone in your firm including your support staff, marketing managers, sales managers, case managers, and office managers. Having your entire network on NIC allows you to easily communicate and share documents within the platform.

Question 9

How do I add users on NIC?

Accepted Answer

To add users to NIC (Sales Managers, Marketing Mangers, Case Managers, Support staff, or other) all you need to do is click on the User Setup button under the Program Manager page and fill out the form.  Once the NIC Ambassador receives the details, we will set up your users and invite them to the platform for you.

Question 10

How do I add users on NIC?

Accepted Answer

To add users to NIC (Sales Managers, Marketing Mangers, Case Managers, Support staff, or other) all you need to do is click on the User Setup button under the Program Manager page and fill out the form.  Once the NIC Ambassador receives the details, we will set up your users and invite them to the platform for you.

Question 11

How do I add other staff to the platform?

Accepted Answer

All you need to do is click on the User Setup button under the Program Manager page and fill out the form.  Once the NIC Ambassador receives the details, we will set up your users and invite them to the platform for you.

Question 12

How do I add other staff to the platform?

Accepted Answer

All you need to do is click on the User Setup button under the Program Manager page and fill out the form.  Once the NIC Ambassador receives the details, we will set up your users and invite them to the platform for you.

Question 13

How do I invite my Agents to NIC?

Accepted Answer

To invite an Agent: Using the global search bar located at the top of your screen, search for the Agent you would like to invite Once you find the Agent you would like to invite, click on their name. From the Agent profile page, top portion of the profile you will see an 'invite' button. Click the invite button and NIC will automatically send the Agent an email invitation. The email your Agent receives will look like it's coming from you and it will contain your logo and your name so they know the invite is coming from you. Once the Agent receives the email they will need to click on the Activate Now link and go through the Agent Onboarding process before they can log into the NIC Agent App.

Question 14

How do I invite my Agents to NIC?

Accepted Answer

To invite an Agent: Using the global search bar located at the top of your screen, search for the Agent you would like to invite Once you find the Agent you would like to invite, click on their name. From the Agent profile page, top portion of the profile you will see an 'invite' button. Click the invite button and NIC will automatically send the Agent an email invitation. The email your Agent receives will look like it's coming from you and it will contain your logo and your name so they know the invite is coming from you. Once the Agent receives the email they will need to click on the Activate Now link and go through the Agent Onboarding process before they can log into the NIC Agent App.

Question 15

When I invite a staff member to NIC, what data do they see?"

Accepted Answer

Each BGA is different and the super user will set up data access depending on the companies customized hierarchy, business units and downlines. Staffers (users who do not have a book of business) data access will be dependant on where they get attached to on the hierarchy, determining what they will have the ability to see. The hierarchy can be edited using NIC's Hierarchy Admin Tool in the NIC app.  For example: A Sales Manager can see the firms, offices, agents and policies under those agents. For more information on making changes to your heirarchy please check out the NIC Resource Center.

Question 16

When I invite a staff member to NIC, what data do they see?"

Accepted Answer

Each BGA is different and the super user will set up data access depending on the companies customized hierarchy, business units and downlines. Staffers (users who do not have a book of business) data access will be dependant on where they get attached to on the hierarchy, determining what they will have the ability to see. The hierarchy can be edited using NIC's Hierarchy Admin Tool in the NIC app.  For example: A Sales Manager can see the firms, offices, agents and policies under those agents. For more information on making changes to your heirarchy please check out the NIC Resource Center.

Question 17

How do I revoke staff access so they do not see anyone's book of business anymore?

Accepted Answer

To revoke staff access please contact your NIC Ambassador. Your NIC Ambassador will remove the staff member from the hierarchy so next time they log into the application they will no longer see your book of business anymore.

Question 18

How do I revoke staff access so they do not see anyone's book of business anymore?

Accepted Answer

To revoke staff access please contact your NIC Ambassador. Your NIC Ambassador will remove the staff member from the hierarchy so next time they log into the application they will no longer see your book of business anymore.

Question 19

Am I able to add my support staff to NIC?

Accepted Answer

Yes, you are. All you need to do is contact the NIC Ambassador and provide them with your support staff name, email and mobile phone number.  NIC Ambassador will set up your support staff and invite them to the platform.

Question 20

Am I able to add my support staff to NIC?

Accepted Answer

Yes, you are. All you need to do is contact the NIC Ambassador and provide them with your support staff name, email and mobile phone number.  NIC Ambassador will set up your support staff and invite them to the platform.

Question 21

Am I able to invite my support staff to NIC?

Accepted Answer

Enter your answer here

Question 22

Can I share documents with any user in the NIC Distributor App?

Accepted Answer

No, you cannot share documents with everyone using the NIC Distributor App. However, you can share documents with your downline. For example: If you are a sales manager you can share documents to the offices, agents and support staff in your downline.

Question 23

Can I share documents with any user in the NIC Distributor App?

Accepted Answer

No, you cannot share documents with everyone using the NIC Distributor App. However, you can share documents with your downline. For example: If you are a sales manager you can share documents to the offices, agents and support staff in your downline.

Question 24

How do I add other staff to the platform?

Accepted Answer

All you need to do is contact the NIC Ambassador and provide them with your support staff name, email and mobile phone number.  NIC Ambassador will set up your staff and invite them to the platform.

Question 25

How do I add other staff to the platform?

Accepted Answer

All you need to do is contact the NIC Ambassador and provide them with your support staff name, email and mobile phone number.  NIC Ambassador will set up your staff and invite them to the platform.

Question 26

How do I add other staff to the platform?

Accepted Answer

To add your staff members to the platform you will have to fill out the 'Distributor User Setup' form and return to distributor.onboarding@ins-connect.com. Once the users are created our onboarding team member with send their login information through email, and send a text message with their password. Upon first login, the user will be guided to change their assigned password.

Question 27

Who should I invite to use NIC?

Accepted Answer

Everyone at your firm will benefit from NIC and there is no additional cost to add users. We encourage you to invite everyone in your firm including your support staff, marketing managers, sales managers, case managers, and office managers. Having your entire network on NIC allows you to easily communicate and share documents within the platform.

Question 28

Who should I invite to use NIC?

Accepted Answer

Everyone at your firm will benefit from NIC and there is no additional cost to add users. We encourage you to invite everyone in your firm including your support staff, marketing managers, sales managers, case managers, and office managers. Having your entire network on NIC allows you to easily communicate and share documents within the platform.

Question 29

Who should I invite to use NIC?

Accepted Answer

Everyone at your firm will benefit from NIC and there is no additional cost to add users. We encourage you to invite everyone in your firm including your support staff, marketing managers, sales managers, case managers, and office managers. Having your entire network on NIC allows you to easily communicate and share documents within the platform.

Question 30

How do I invite my Agents to NIC?

Accepted Answer

To invite an Agent: Using the global search bar located at the top of your screen, search for the Agent you would like to invite Once you find the Agent you would like to invite, click on their name. From the Agent profile page, top portion of the profile you will see an 'invite' button. Click the invite button and NIC will automatically send the Agent an email invitation. The email your Agent receives will look like it's coming from you and it will contain your logo and your name so they know the invite is coming from you. Once the Agent receives the email they will need to click on the Activate Now linke and go through the Agent Onboarding process before they can log into the NIC Agent App.

Question 31

How do I invite my Agents to NIC?

Accepted Answer

To invite an Agent: Using the global search bar located at the top of your screen, search for the Agent you would like to invite Once you find the Agent you would like to invite, click on their name. From the Agent profile page, top portion of the profile you will see an 'invite' button. Click the invite button and NIC will automatically send the Agent an email invitation. The email your Agent receives will look like it's coming from you and it will contain your logo and your name so they know the invite is coming from you. Once the Agent receives the email they will need to click on the Activate Now link and go through the Agent Onboarding process before they can log into the NIC Agent App.

Question 32

How do I invite my Agents to NIC?

Accepted Answer

To invite an Agent: Using the global search bar located at the top of your screen, search for the Agent you would like to invite Once you find the Agent you would like to invite, click on their name. From the Agent profile page, top portion of the profile you will see an 'invite' button. Click the invite button and NIC will automatically send the Agent an email invitation. The email your Agent receives will look like it's coming from you and it will contain your logo and your name so they know the invite is coming from you. Once the Agent receives the email they will need to click on the Activate Now link and go through the Agent Onboarding process before they can log into the NIC Agent App.

Question 33

How do I get my Sales Managers on NIC?

Accepted Answer

To set up your Sales Managers on NIC, please contact your NIC Ambassador and provide them with Sales Managers' information such as full name, email, mobile number and the downline they should have access to.  The NIC Ambassador will set up your Sales Managers and invite them to the platform.

Question 34

How do I get my Sales Managers on NIC?

Accepted Answer

To set up your Sales Managers on NIC, please contact your NIC Ambassador and provide them with Sales Managers' information such as full name, email, mobile number and the downline they should have access to.  The NIC Ambassador will set up your Sales Managers and invite them to the platform.

Question 35

How do I get my Sales Managers on NIC?

Accepted Answer

Enter your answer here

Question 36

How do I get my Case Managers on NIC?

Accepted Answer

Enter your answer here

Question 37

How do I get my Case Managers on NIC?

Accepted Answer

To set up your Case Managers on NIC, please contact your NIC Ambassador and provide them with Case Managers' information such as full name, email, mobile number and the downline they should have access to.  The NIC Ambassador will set up your Case Managers and invite them to the platform.

Question 38

How do I get my Case Managers on NIC?

Accepted Answer

To set up your Case Managers on NIC, please contact your NIC Ambassador and provide them with Case Managers' information such as full name, email, mobile number and the downline they should have access to.  The NIC Ambassador will set up your Case Managers and invite them to the platform.

Question 39

How do I get my Marketing Managers on NIC?

Accepted Answer

Enter your answer here

Question 40

How do I get my Marketing Managers on NIC?

Accepted Answer

To set up your Marketing Managers on NIC, please contact your NIC Ambassador and provide them with Marketing Managers' information such as full name, email, mobile number and the downline they should have access to.  The NIC Ambassador will set up your Marketing Managers and invite them to the platform.

Question 41

How do I get my Marketing Managers on NIC?

Accepted Answer

To set up your Marketing Managers on NIC, please contact your NIC Ambassador and provide them with Marketing Managers' information such as full name, email, mobile number and the downline they should have access to.  The NIC Ambassador will set up your Marketing Managers and invite them to the platform.

Question 42

When I invite a staff member to NIC, what data do they see?"

Accepted Answer

Enter your answer here

Question 43

When I invite a staff member to NIC, what data do they see?"

Accepted Answer

Each BGA is different and the Super User will set up data access depending on the companies customized hierarchy, business units and downlines. Staffers (users who do not have a book of business) data access will be dependent on where they get attached to on the hierarchy, determining what they will have the ability to see. The hierarchy can be edited using NIC's Hierarchy Admin Tool in the NIC app.  For example: A Sales Manager can see the firms, offices, agents and policies under those agents. For more information on making changes to your hierarchy, please the Program Manager section on the NIC Resource Center.

Question 44

When I invite a staff member to NIC, what data do they see?"

Accepted Answer

Each BGA is different and the Super User will set up data access depending on the companies customized hierarchy, business units and downlines. Staffers (users who do not have a book of business) data access will be dependent on where they get attached to on the hierarchy, determining what they will have the ability to see. The hierarchy can be edited using NIC's Hierarchy Admin Tool in the NIC app.  For example: A Sales Manager can see the firms, offices, agents and policies under those agents. For more information on making changes to your hierarchy, please the Program Manager section on the NIC Resource Center.

Question 45

How do I revoke staff access so they do not see my book of business anymore?

Accepted Answer

To revoke staff access, please contact your NIC Ambassador. Your NIC Ambassador will remove the staff member from the hierarchy so next time they log into the application they will no longer see your book of business anymore.

Question 46

How do I revoke staff access so they do not see my book of business anymore?

Accepted Answer

To revoke staff access, please contact your NIC Ambassador. Your NIC Ambassador will remove the staff member from the hierarchy so next time they log into the application they will no longer see your book of business anymore.

Question 47

How do I revoke staff access so they do not see my book of business anymore?

Accepted Answer

Enter your answer here

Question 48

1. Onboarding your Staff

Accepted Answer

Make the most of NIC by enabling your staff with access. Review the 'Onboarding Distributor Staff' videos Complete the 'Distributor User Setup Form' and submit it to NIC Once you are in production NIC will set up each user and provide them with access      TOOLS & TIPS Distributor User Setup Form

Question 49

2. Onboarding your Agents

Accepted Answer

Providing your Agents with access to NIC will help attract and retain top Agents.   Review the 'Onboarding your Agents' video Select the onboarding method you desire
Invite an individual Agent or Invite a List of Agents       TOOLS & TIPS Authorize NIC to invite Agents Agent Invite email sample Agent Onboarding process

Question 50

How do I request additional Carrier feeds?

Accepted Answer

To add an additional carrier data feed, please fill out the Add New Carrier request form, found in the Resource Center Home page. We will do the rest on our end to obtain the new data fields requested.

Question 51

How do I request additional Carrier feeds?

Accepted Answer

To add an additional carrier data feed, please fill out the Add New Carrier request form, found in the Resource Center Home page. We will do the rest on our end to obtain the new data fields requested.

Question 52

Information on in force policies is incorrect, who do I contact?"

Accepted Answer

If the information on your in force policies is incorrect, please contact your Carrier Relationship Manager. The data streams we recieve come directly from the Carrier are locked down, and don't allow for any changes to be made. Any changes that need to be made needs to go through the carrier on the backend and they will be automatically updated within NIC.

Question 53

Information on in force policies is incorrect, who do I contact?"

Accepted Answer

If the information on your in force policies is incorrect, please contact your Carrier Relationship Manager. The data streams we recieve come directly from the Carrier are locked down, and don't allow for any changes to be made. Any changes that need to be made needs to go through the carrier on the backend and they will be automatically updated within NIC.

Question 54

My in force policies are missing important policy attributes, who do I contact?"

Accepted Answer

If you are missing any data attributes, please contact your NIC Ambassador.

Question 55

My in force policies are missing important policy attributes, who do I contact?"

Accepted Answer

If you are missing any data attributes, please contact your NIC Ambassador.

Question 56

I can't find a client or a policy. What do I do?

Accepted Answer

If you can't find a client or a policy, please contact your NIC Ambassador.  Your NIC Ambassador will work with the Carriers to locate your clients and/or policies.

Question 57

I can't find a client or a policy. What do I do?

Accepted Answer

If you can't find a client or a policy, please contact your NIC Ambassador.  Your NIC Ambassador will work with the Carriers to locate your clients and/or policies.

Question 58

I can't find an Agent

Accepted Answer

If you are having trouble locating an Agent, please check the unassigned bucket under your 'Network' tab and filter by 'Contact Level', select unassigned. If you locate the agent here, your Super User is able to reassign the agent through the Hierarchy Admin Tool so they become active. If you cannot find the user, please contact your NIC Ambassador and they will investigate the issue for you.

Question 59

I can't find an Agent

Accepted Answer

If you are having trouble locating an Agent, please check the unassigned bucket under your 'Network' tab and filter by 'Contact Level', select unassigned. If you locate the agent here, your Super User is able to reassign the agent through the Hierarchy Admin Tool so they become active. If you cannot find the user, please contact your NIC Ambassador and they will investigate the issue for you.

Question 60

Can other BGA's see my data?

Accepted Answer

No, NIC's data access model is very restrictive and does not allow one BGA to see another BGA's data. Each BGA can only see data with respect to polices written through that BGA. Within your BGA only people within your downline (which is created by your super user with the heirarchy tool) can see your data. We created the heiarchy to ensure privacy and data concerns monitored with extreme caution.

Question 61

Can other BGA's see my data?

Accepted Answer

No, NIC's data access model is very restrictive and does not allow one BGA to see another BGA's data. Each BGA can only see data with respect to polices written through that BGA. Within your BGA only people within your downline (which is created by your super user with the heirarchy tool) can see your data. We created the heiarchy to ensure privacy and data concerns monitored with extreme caution.

Question 62

How often is my in force data updated?

Accepted Answer

Data is updated differently by each individual carrier, some feeds are updated either: daily, weekly or monthly. To know exactly when the data was last updated, open the full details of the policy in question and direct yourself to the top right corner where you can find the 'Carrier Data Feed Date'.

Question 63

How often is my in force data updated?

Accepted Answer

Data is updated differently by each individual carrier, some feeds are updated either: daily, weekly or monthly. To know exactly when the data was last updated, open the full details of the policy in question and direct yourself to the top right corner where you can find the 'Carrier Data Feed Date'.

Question 64

How far back does the data go?

Accepted Answer

The data feed should include all policies ever written with that carrier under the BGA TIN and BGA code(s). Our feeds go back as far as the carriers data feeds do- which differs by carrier.

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