In this section, we will show you how to navigate through your hierarchy and all of the various business units in the downline including Sales Managers, Firms, Offices and Agents.
Explore your Partner Network
In this section, we will show you how to explore your partner network and their in force book of business, insights including sales and service opportunities.
Sales Trends & Reporting
In this section, we will show you how to access sales & production statistics for all downline firms and Agents.
Agent Profiles & Access
In this section, we will show you how to explore Agent information including their in force book, and enable Agents with access to their in force book.
Agent Segmentation & Lists
Dormant Agents
Firm and Office Profiles & Access
In this section, we will show you how to explore firm information including their in force book, and enable your partners with access to the firms' in force book.
Firm Segmentation & Lists
Sales Manager Profiles & Access
In this section, we will show you how to explore Sales Manager information including downline firms and Agents, and their in force book.
Direct Messaging with Agents
In this section, we will show you how to send secure, direct instant messages to your Agents on NIC.
Broadcast Messaging
In this section, we will show you how to send secure, direct instant messages to lists of Agents on NIC.
Document Sharing
In this section, we will show you how to share documents with Agents in a secure manner.
Marketing to Agents
Book of Business Acquisition