Add Carrier and Comp Plan With Schedule

Add Carrier and Comp Plan With Schedule

The advantage of adding your Carriers and Comp Plans to the database before importing policies is improved accuracy.

Once created, the Carrier and Comp Plan names can be included in your policy import template. When the policies are imported, they will be automatically linked to the correct Carriers and Comp Plans.

This is the preferred method for importing your policies.

Add Carriers

  1. Go to the Main Menu.
  2. Click Carriers – Products – Revenue Types.
  3. Click ADD CARRIER.
  4. Enter the name of the Carrier.
  5. Click SAVE.


Add Comp Plans

  1. Go to the Main Menu.
  2. Click Comp Plans.
  3. Click ADD COMP PLAN.
  4. Enter a name for the plan.
  5. Select the Type. They type of comp plan represents the type of commission paid on the policy.
  6. Select a Carrier. One or more comp plans can be linked to the plan.
  7. Complete the other fields.
  8. Click SAVE.

Once your carriers and comp plans have been added, enter the names into the policy import template.  Make sure you enter the names exactly how they were added.

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