Policy Import Templates
Add an Override or Bonus to a Policy Import Template
Other Comp refers to additional compensation paid on a policy beyond the base commission, such as an override or bonus. Other Comp can be imported at the same time as the base policy by including it in the policy import template. Only add Other Comp ...
Import Client Policies
Customer policies can be imported using our Policy Import Template. Simply copy and paste data directly from your commission statement into the template to quickly load policies into the system. Download a Policy Import Template Go to the Main Menu. ...
Add a Policy Increase to a Import Template
A Policy Increase can be added to the policy import template. Policy Increases can only be added policies that use a Pct of Premium or Target Premium comp plan. An example of a policy increase is an automatic increase in benefit to an individual ...
Add a Rider to an Import Template
Riders for a policy can be added to a Pct. of Premium or Target Premium policy import template. An example is a Children's Term Rider added to a parent's life insurance policy. The rider should only be added to the template if it pays a separate ...
Policy Import Templates Overview
Client policy information can be imported using pre-defined policy import templates or entered manually. Each import template contains specific columns based on they type of commission paid on the policy. Depending on the types of policies you write, ...