Generic Import Map

Sometimes a carrier statement is not available in Excel.  In this case, a generic import statement with pre-defined fields is available for you to import your commissions.  When importing commissions using a generic import statement, select the Generic Import Map.  This is a built-in map which will automatically match commissions from the statement to your policies.

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• Generic Import Template

  The Generic Import Template is an Excel spreadsheet with pre-defined columns. When using the template, the Generic Import Map is used to import the data. After downloading and adding commission data to the template, the statement import process is ...

• Import Carrier Commission Statement

  A carrier map is required to import a commission statement. If a map has not been created for a statement, please review the Maps section before importing your statement. Only commission statements in Excel can be imported. If a statement is not ...

• Import Multiple Carrier Commission Statements

  A carrier map is required to import a commission statement. If a map has not been created for a statement, please review the Maps section before importing your statement. Only commission statements in Excel can be imported. If a statement is not ...

• Maps

  Before a commission statement can be imported, a carrier map must be created. The map defines which fields from the commission statement are imported into the application. Once created, a map can be reused for future statements from the same carrier. ...

• Multiple Carrier Statements

  Sometimes a commission statement might come from a broker dealer or IMO with commissions from multiple carriers. If the statement has commissions from multiple carriers, you will need to select Multiple Carriers when creating the map. You will also ...