Bulk Change - Comp Plans

Bulk Change - Comp Plans

A Comp Plan describes how a commission is paid on a policy.  AgencyComp can calculate, estimate and track commissions for the five most common types of commission payments.
  1. Percentage of Premium
  2. Medicare Advantage
  3. Fee
  4. Target Premium
  5. Graded
Comp Plans can be changed for multiple policies using the bulk change tool on the Policies page.


Bulk Change - Comp Plans

  1. Go to the Main Menu.
  2. Click Policies.
  3. Click the BULK CHANGE button. 
  4. Click +Comp Plan.
  5. Select the Comp Plan Type for the policies to change.
  6. Use the filter row to narrow your selection. 
  7. Click the box next to the policies to include in the bulk change.
  8. Click NEXT.
  9. Select a new Comp Plan.
  10. Click BULK CHANGE COMP PLAN.
  11. Click CONTINUE.