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NIC's In Force Data Exchange provides existing NIC Carrier and Distributor subscribers with even greater access to in force data and the ability to use that data with multiple tools, apps and solutions. Whether you want to push pending lapse notices to your CRM, populate your sales pipeline with renewal opportunities or update your AMS, NIC's Data Products are specifically designed to support your business.
NIC Data Products
NIC Data Products currently supports both life and annuity data.
POLICY/CONTRACT
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API that includes individual policy information that can be used to populate reports, forms, tools and apps (e.g. in force illustration tools, digital marketing platform).
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The Policy API supports individual policies or lists of policies.
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The Policy API does NOT include Policy Owner PII data.
POLICY OWNER / ANNUITANT
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API that includes PII data about the Policy Owner that can be used to populate a CRM or marketing automation solution.
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The Policy Owner API supports individual Policy Owners or lists of Policy Owners.
AGENT PROFILE
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API that includes data about the Agent that can be used to populate a CRM or marketing automation solution.
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The Agent Profile API supports individual Agents or lists of Agents.
AGENT BOOK OF BUSINESS
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API that includes all of an Agent's policies with information about each individual policy owner and policy. The API can be used to populate apps and tools (e.g. CRM) for pricing or analyzing an Agent's book.
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The Agent Book of Business API supports individual Agents or lists of Agents.
DISTRIBUTOR BOOK OF BUSINESS
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API that includes all of a Distributor's policies with information about each individual policy. The API can be used to populate apps and tools (e.g. CRM, AMS) for pricing or analyzing a Distributor's book.
CARRIER BOOK OF BUSINESS
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API that includes all of a Carrier's downline firms, Agents, Policy Owners and policies constructed in the Distributor's hierarchy. The API can be used to populate 3rd party databases.
SALES OPPORTUNITIES
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API that includes sales opportunities including renewal and conversion opportunities identified by NIC.
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The API can be used to update Carrier and Distributor CRM, AMS and other systems.
POLICY SERVICE OPPORTUNITIES
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API that includes policy service changes initiated by NIC users and include address changes, beneficiary and other policy changes.
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The API can be used to update Carrier and Distributor CRM, AMS and other systems.
API Use Cases
