Bulk Change
Bulk Change - Termed Policies
Termed is a status that for a policy that is no longer active and not paying commissions. A termed date is required for a policy with a Termed status. The bulk term tool can terminate multiple policies at one time and add a specific term date. Bulk ...
Bulk Change - Comp Plans
A Comp Plan describes how a commission is paid on a policy. AgencyComp can calculate, estimate and track commissions for the five most common types of commission payments. Percentage of Premium Medicare Advantage Fee Target Premium Graded Comp Plans ...
Bulk Change - Types & Sub-Types
Types and Sub-Types are categories and sub categories of the products you sell. They can be added to a policy and used in many reports to show where premium and commissions are derived. Types and Sub-Types can be changed for multiple policies using ...