Add Carrier and No Comp Plan Name

Add Carrier and No Comp Plan Name

A carrier is required when importing your policies, but a comp plan is not. You can add a comp plan to your policies after they have been imported using the Bulk Change – Comp Plans method. This method is more time-consuming than ther other two methods and has a greater risk of error.  It is not recommended that you import your policies without first creating a comp plan and adding a name to the import template.

Add Data to the Template

  1. Enter a Carrier name.
  2. Leave the Comp Plan Name column fields empty.

Import Your Policies

  1. Go to the Main Menu. 
  2. Click Policies.
  3. Click the policy import icon. 
  4. Browse for a file or drag and drop a file into the box.
  5. Click IMPORT.
  6. A message will show when comp plans are missing to calculate commissions.
  7. Click IMPORT NOW.

Add your 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 carriers can be linked to the plan.
  7. Complete the other fields based on the comp plan Type selected.
  8. Click SAVE.

Bulk Change

  1. Go to the Main Menu.
  2. Click Comp Plans.
  3. Click the Bulk Change icon .
  4. Select a Carrier and Comp Plan Type to locate the policies you want to change.
  5. Click NEXT.
  6. Policies with the carrier and comp plan type will appear below.
  7. Use the Filter row to narrow your search.
  8. Click the box next to policies you want to change.
  9. Click NEXT.
  10. Select a new comp plan.
  11. Click BULK CHANGE COMP PLAN.
  12. Click CONTINUE to confirm your choice.

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