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 ...

• Step 4 - Import a Commission Statement

  Once a carrier map has been created, a commission statement can be imported. Only statements in Excel can be imported. Commissions can also be imported using a Generic Import Template or added manually. Import Commission Statements Go to the Main ...

• Import Client Policies

  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 ...

• Policy Import Templates Overview

  Client policy information can be imported using pre-defined policy import templates or entered manually. Each import template contains specific columns based on they type of commission paid on the policy. Depending on the types of policies you write, ...