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Account Profile Overview
Information about your contact, additional users, username, password, credit card, subscription and user defined fields, can be updated on the Account Profile page. To update information on your account, click the account icon and select Account ...
Groups
Group clients are those who provide employer paid products to their employees. Policies typically purchased by groups include medical, life, LTD, STD, and dental. Add Go to the Main Menu. Click Data – Groups. Click ADD GROUP. Enter a group name. A ...
Fee Import Template
The Fee template is specific to policies that pay a fee. The fee is a dollar amount that is paid as earned or advanced. The fee can vary from year to year and is multiplied by the number of enrolled lives. The fee is entered at the comp plan level ...
Medicare Advantage Import Template
The MA-PDP template is specific for Medicare Advantage and Prescription Drug Plans. The fee paid set each year by the Centers for Medicare and Medicaid Services (CMS). Depending on when an insured enrolls, the commission can be 100% of the fee or a ...
Graded Import Template
The Graded template is for policies that pay percentage of the premium paid. The percentage rate decreases throughout the year as the cumulative paid premium increases. Graded commission are paid on group products provided by an employer such as ...