Add Carrier Only — Create Comp Plan Later

Add Carrier Only — Create Comp Plan Later

A Carrier is required when importing policies; however, a Comp Plan is not.

If a Comp Plan Name is not provided, a temporary Comp Plan will be assigned to the policy. This temporary plan is based on the Comp Plan Type, which reflects the type of commission paid on the policy.

You can add or change a Comp Plan after import using the Bulk Change – Comp Plans method. However, this approach is more time-consuming than the other available methods and carries a higher risk of errors.

For best results, it is strongly recommended that you create the Comp Plan and assign a Comp Plan Name in the import template before importing your policies.


Add Data to the Template

  1. Enter a Carrier name.
  2. Leave the Comp Plan Name column blank.   
  3. AgencyComp will automatically assign a temporary Comp Plan based on the Comp Plan Type (the type of commission paid on the policy).


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. Select the Type. They type of comp plan represents the type of commission paid on the policy.
  4. Enter a name for the plan.
  5. Select a Carrier. One or more carriers can be linked to the plan.
  6. Complete the other fields based on the comp plan Type selected.
  7. Click SAVE.

Bulk Change

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

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