Add Carrier and Comp Plan Without Schedule

Add Carrier and Comp Plan Without Schedule

A Carrier and Comp Plan can be linked to a policy during the import process even if no schedule has been created for the Comp Plan.

If a Comp Plan Name is included in the import template but does not yet have a schedule in the application, it will still be imported and linked to the policy.

After the policies are imported, the Comp Plan can be updated with the correct schedule.


Add Carrier and Comp Plan Name to Import Template

  1. Add the name of the Carrier.
  2. Add the name of the Comp Plan.                                                                                                      

Update Comp Plan Schedules

  1. Go to the Main Menu.
  2. Click Comp Plans.
  3. Comp plans that were imported with no schedule are indicated in the Update column. 
  4. Click the Comp Plan name to edit.
  5. Make changes.
  6. Click SAVE.
  7. Policies linked to the comp plan will now have an updated schedule.

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