Getting Started
Get started using the application by following the six steps below.Landmines
Common mistakes and errors.Policies
The policy page is where all customer policies are stored.Data
Comp Plans
Describes how a commission is paid on a policy.Policy Import Templates
Templates for importing customer policies.Importing Commissions
Process of importing a commission statement, generic import template or adding a commission manually.Posting Commissions
The process of linking a commission from a statement to a policy.Reports
Explanation of available reports.Account Profile
Information on how to update features in your account.Definitions and Terms
Definitions and terms used in the application.