Importing Commissions
Import Carrier Commission Statement
A carrier map is required to import a commission statement. If a map has not been created for a statement, please review the Maps section before importing your statement. Only commission statements in Excel can be imported. If a statement is not ...
Adding a Commission Manually
A commission can be manually added to a policy. This can be useful if there are not many commissions paid from a carrier or the statement is not available in Excel. A map is not required to add a commission manually to a policy. Once the commssion is ...
Generic Import Template
The Generic Import Template is an Excel spreadsheet with pre-defined columns. When using the template, the Generic Import Map is used to import the data. After downloading and adding commission data to the template, the statement import process is ...
Multiple Carrier Statements
Sometimes a commission statement might come from a broker dealer or IMO with commissions from multiple carriers. If the statement has commissions from multiple carriers, you will need to select Multiple Carriers when creating the map. You will also ...
Generic Import Map
Sometimes a carrier statement is not available in Excel. In this case, a generic import statement with pre-defined fields is available for you to import your commissions. When importing commissions using a generic import statement, select the Generic ...
Auto-Update
Auto-Update is a feature that automatically updates the carrier, product, effective date, and premium for a matched policy during the posting process. The Auto-Update selections are initially made when a map is created for the carrier statement. When ...
Maps
Before a commission statement can be imported, a carrier Map must first be created. The map provides a diagram of which fields are imported from the commission statement into the application. Once a map is created, it can be used over again each ...