Individual - An individual client is a single person who owns one or more policies. An individual's first and last name are required. Typical individual policies include:
Term Life
Disability
Medicare Supplement
Final Expense
Group - A group client is an employer who owns a policy for the benefit of its employees. A group name is a required field. Typical group products include:
Life
LTD
STD
Dental
Worksite - A
worksite client is an employee who purchases a policy through their
employer. Premiums are usually payroll
deducted. A worksite client is linked to
a group. The individual and group names
are required fields. Typical worksite
products include:
Customer policies can be imported using our Policy Import Template. Simply copy and paste data directly from your commission statement into the template to quickly load policies into the system. Download a Policy Import Template Go to the Main Menu. ...
Customer policies can be imported using our Policy Import Template. Simply copy and paste data directly from your commission statement into the template to quickly load policies into the system. Download a Policy Import Template Go to the Main Menu. ...
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 ...
Premium and commission can be tracked by the Types of product you sell. AgencyComp comes pre-loaded with the most common types of insurance sold. The Type section can be customized to the types of products you sell. Each type can have multiple ...
Sub-Types further define the Types of insurance you sell. A Sub-Type is a child of a Type (parent). Adding a Sub-Type to a policy can provide even more detail on the types of products sold. Sub-Types Type Sub-Type Life 10 YRT 20 YRT 15 YRT 20 YRT ...