Add Comp Plan and Carrier with No Schedule Before Import

Add Comp Plan and Carrier with No Schedule Before Import

A carrier and comp plan can be linked to a policy during the import process even if there is no schedule created for the comp plan. If a comp plan name is added to the template with no schedule in the application, it will be still imported and linked to the policy.  After the policies are imported, the comp plan can be updated with the correct schedule.

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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