Landmines
Step 6 - Landmines
Reports can only be created for a maximum 10-year time period. Actual commission calculations are based on the Paid Date from the commission statement. This field is required when creating a carrier map. Projected commission calculations use the ...
Step 5 - Landmines
Once a map is created and saved, it cannot be edited. If a carrier changes the format of their commission statement, a new map must be created. A carrier map is not required to add or post a manual commission. Always include a policy number for each ...
Step 4 - Landmines
Make sure a carrier map has been created first before trying to import a commission statement. If a map for the statement does not exist, the statement will not import. A Generic Import Map has already been created. Select it when using the generic ...
Step 3 - Landmines
Some commission statements include data on multiple tabs. Make sure to identify the correct tab on the statement that holds the commission data. Identify the first row of commission in the statement. It's usually the first row under the column ...
Step 2 - Landmines
Enter policy data for one carrier at a time into the import template. It’s easier to match the comp plans to the policies. Enter the name of the comp plan into the template exactly how it was spelled when it was added to the application. Enter the ...