Bulk Change - Termed Policies

Bulk Change - Termed Policies

Termed is a status that for a policy that is no longer active and not paying commissions.  A termed date is required for a policy with a Termed status.  The bulk term tool can terminate multiple policies at one time and add a specific term date.


Bulk Change - Termed Policies

  1. Go to the Main Menu.
  2. Click Policies.
  3. Click the import policies icon .  
  4. Click Bulk Term Policies.
  5. Save the file to your computer.
  6. Enter the policy numbers and termination dates for policies that have terminated.
  7. Save the file.  
  8. Click the Browse button or drag and drop your file into the window.
  9. Click IMPORT.
  10. All policies in the file will be automatically updated.

    • Related Articles

    • 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. Percentage of Premium Medicare Advantage Fee Target Premium Graded Comp Plans ...

    • Bulk Change - Types & Sub-Types

      Types and Sub-Types are categories and sub categories of the products you sell. They can be added to a policy and used in many reports to show where premium and commissions are derived. Types and Sub-Types can be changed for multiple policies using ...

    • Undertanding Comp Plans When Importing Policies

      What is a Comp Plan? A comp plan defines how commissions are calculated and paid on a policy. It tells the system when, how much, and under what conditions commissions should be earned. When importing policies into AgencyComp, users can either create ...

    • How to Match Multiple Pending Commissions to Existing Policies

      Pending commissions occur when a commission is imported but cannot be automatically matched to an existing policy in the system. The PENDING - MATCH TO EXISTING feature allows you to match these commissions in bulk to the correct Pending policy in ...

    • How to Create Multiple New Policies from Pending Commissions

      The PENDING – CREATE NEW POLICY feature allows you to create new policies directly from pending commissions and automatically match those commissions to the newly created policies. Previously, policies could only be created one at a time. This ...