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AGENT ACCESS TO NIC STATUS - PARTNER NETWORK

To view your Agent Access to NIC Status, click on the Network link and expand the Invitation Status filter and the Contact Level filter.

Agent Access to NIC Statuses:

  • Unsubscribed: Agents who are not subscribed and do not have access to NIC

  • Pending: Agents that have been invited but have not completed the subscription process

  • Subscribed: Agents who have access to the NIC Agent App

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NOTE: To invite an Agent to subscribe to NIC, the Agent must have a valid email address on NIC. 

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Agent Acces to NIC Status
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Empower Agents with Access to NIC

Empowering Agents with easy access to information to better serve their clients is a great way to create Agent loyalty and retention.

NIC enables you to provide access to all of your Agents, a select group of Agents or just a single Agent - you are in control!

AGENT ACCESS TO NIC: AGENT PROFILE

The individual Agent's access status will also appear on the Agent profile.

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Agent Access to NIC Statuses:

  • Invite: the Agent is not subscribed to NIC (this would be the equivalent to the unsubscribed status)

  • Pending: Agents that have been invited but have not completed the subscription process

  • Chat: the Agent is subscribed to NIC

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Agent Profile
Inviting Unsubscribed Users

INVITING UNSUBSCRIBED AGENTS TO NIC

  • Click on the Network link

  • From the Network filters, expand the Invitation Status filter and select Unsubscribed

  • Expand the Contact Level filter and select Advisor

  • Select the Agent you would like to invite by checking off the box beside their name

  • Click Send Invite

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Agent Invite Email

AGENT INVITE EMAIL

Each Agent will receive an email from NIC. The email is automatically generated and sent to the Agent.

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The email will contain the senders name as well as the Distributor logo.

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The Agent will click on the link in the email and be automatically redirected to a subscription process.

 

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ENABLE AGENT ACCESS TO NIC

Having immediate access to your Agents in force book along with a list of sales and service opportunities and the trends in the business demonstrates a level of commitment that your Agents are not accustomed to seeing.

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This level of commitment will help you retain and attract top talent.

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Enable Agent Access to NIC
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