Add a Rider to an Import Template

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 commission on the same statement as the base policy.  If the commission for the rider is included in the base policy, do not import it separately in the import template.  Riders can also be added manually after the policy is imported.



Add a Rider to a Policy Import Template

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  1. Download a template.  Only Pct of Premium and Target Premium templates allow riders.
  2. Add the base policy information to the Step 3 Base Policy tab.
  3. Add the rider information to the Step 4 Riders tab.  The rider information will not import without the base policy.

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