Carriers

Carriers

Carriers are the insurance companies that you represent and pay you commissions.

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Add

  1. Go to the Main Menu.
  2. Click Data – Carriers – Products – Revenue Types.
  3. Click ADD CARRIER.
  4. Complete the required fields.
  5. Click SAVE.

Edit

  1. Go to the Main Menu.
  2. Click Data – Carriers – Products – Revenue Types.
  3. Click the carrier name.
  4. Make changes.
  5. Click SAVE.

Delete

  1. Go to the Main Menu.
  2. Click Data – Carriers – Products – Revenue Types.
  3. Click the box next to the comp plans to delete.
  4. Click the delete icon .  Each policy is linked to a carrier.  Policies linked to a carrier must be deleted before the carrier.  Deleting a carrier will also delete any product or revenue type linked to it. This actions is irreversible.
  5. Click CONTINUE.

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      To calculate commissions for a policy, a Carrier and Comp Plan must be added and linked to a policy. A Comp Plan describes how a commission for a policy is calculated and how long it is paid. Since comp plans are linked to one or more carriers, you ...

    • Step 4 - Landmines

      Make sure a carrier map has been created first before trying to import a commission statement. If a map for the statement does not exist, the statement will not import. A Generic Import Map has already been created. Select it when using the generic ...

    • Add Comp Plan and Carrier with Schedule Before Import

      The advantage to adding your carriers and comp plans to your database before importing your policies is accuracy. Once added, the carrier and comp plan names can be added to your policy import template. When the policies are imported, they will be ...

    • Overview

      AgencyComp can calculate, estimate, analyze, and track premium and commission for all policies. Follow the steps below to get started quickly. Step 1 - Add Carriers and Comp Plans (02:56) Step 2 - Import Client Policies (08:15) Step 3 - Add Maps ...

    • Products

      These are the specific names of the products offered by each carrier. A Product is linked to a carrier and is sometimes used to match a commission to a policy. Add Go to the Main Menu. Click Data – Carriers – Products – Revenue Types. Click the box ...