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:
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 ...
Revenue Types are names given to other types of compensation on a policy. An example is an override or bonus. The revenue type name from the commission statement is used to match the commission to a policy. A revenue type is linked to a carrier. Add ...
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 ...
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. Select a template based on the type of policies you are importing. Depending ...