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Termed is a status that for a policy that is no longer active and not paying commissions.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 ...

    • Policies Overview

      The Policies page displays a list of all customer policies and any riders, other comp or policy increases linked to them. To View the Policy Page Go to the Main Menu. Click Policies. Click the help icon to open topics specific to the current page, or ...

    • Import Client Policies

      Customer policies can be imported using Excel templates with pre-defined columns based on the type of commission paid on the policy. There are five templates to choose from. Percentage of Premium Medicare Advantage & Prescription Drug Plans Fee ...

    • Policies - Add Edit Duplicate Delete

      Policies are located on the Policy page. Add Go to the Main Menu. Click Policies. Click ADD POLICY. Select a Client Type. Depending on the Client Type, add a Client Name and/or a Group Name. Select an Agent. If more than one agent, only add the ...