Data
Multiple Agents - One Policy
An agent is the person or persons receiving commission on a policy. If premium or commission is being tracked for multiple agents on the same policy, duplicate policies should be added with each agent's share of the premium.
Dashboard
The Dashboard provides a snapshot of in-force policies. Top 10 clients can be viewed by carrier, agent, type or product. Results can be viewed by Annualized Premium or Paid Commissions. Dashboard View Dashboard Top 10 View Dashboard Go to the Main ...
Sub-Types
Sub-Types further define the Types of insurance you sell. A Sub-Type is a child of a Type (parent). Adding a Sub-Type to a policy can provide even more detail on the types of products sold. Sub-Types Type Sub-Type Life 10 YRT 20 YRT 15 YRT 20 YRT ...
Types
Premium and commission can be tracked by the Types of product you sell. AgencyComp comes pre-loaded with the most common types of insurance sold. The Type section can be customized to the types of products you sell. Each type can have multiple ...
Revenue Types
Revenue Types are names given to other types of compensation on a policy. An example is an override or bonus. The revenue type name from the commission statement is used to match the commission to a policy. A revenue type is linked to a carrier. Add ...
Individuals
Individual clients are those who pay for their own insurance. Policies typically purchased by individuals include term life, disability, LTC, annuities or Medicare products. Add Go to the Main Menu. Click Data – Individuals. Click ADD INDIVIDUAL. ...
Products
These are the specific names of the products offered by each carrier. A Product is linked to a carrier and is sometimes used to match a commission to a policy. Add Go to the Main Menu. Click Data – Carriers – Products – Revenue Types. Click the box ...
Carriers
Carriers are the insurance companies that you represent and pay you commissions. Add Go to the Main Menu. Click Data – Carriers – Products – Revenue Types. Click ADD CARRIER. Complete the required fields. Click SAVE. Edit Go to the Main Menu. Click ...
Agents
An Agent is required for each policy. The agent is the person who is writing the policy. If there are multiple agents, then multiple policies need to be created representing each agents share of the premium. For example, if a policy is split 50%/50% ...
Groups
Group clients are those who provide employer paid products to their employees. Policies typically purchased by groups include medical, life, LTD, STD, and dental. Add Go to the Main Menu. Click Data – Groups. Click ADD GROUP. Enter a group name. A ...