The quickest way to get started is to download the Getting Started Quickly brochure at the bottom of the page.  The easiest way to begin using the application is gathering information about your policies and your compensation.

AgencyComp uses policy import templates to import your policy information.  These templates are Excel spreadsheets that you complete with basic information on your policies.  Download the file at the bottom of the page for a description of required fields for all policy types.  There are five different spreadsheets based on the type of commission received on your business.

If you recieve commission from a carrier for more than one type of payment, you will need to complete a policy import template for both types.  For example, if you write Medicare Advantage and Medicare supplements, you will need to add the Medicare Advantage policies to the Medicare Advantage template and the Medicare supplement policies to the Percentage of Premium template.  It is strongly suggested that you get policy and commission information one carrier at a time.  There are several sources for this information.

Tracking your commissions requires you to understand how you get paid from each carrier.  Each policy requires a comp plan that describes how much and how long a commission is paid on a policy.  In addition to the base policy, you also need to know how you are paid on:

For example, if you receive commmission on your policy, and an override, you will need to create a comp plan for each one.  After creating your comp plans, the names of those plans will be entered into the policy import template next to the policies they corespond to.

After the initial import of your policies, adding new policies is a quick and easy process.  It is strongly suggested that you get policy and commission information one carrier at a time.