Import Multiple Carrier Commission Statements

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 available in Excel, commissions can also be imported using a Generic Import Template or added manualy.

Add

  1. Go to the Main Menu.
  2. Click Commissions.
  3. Click the commission statements icon  .
  4. Click + Import Multiple.
  5. For faster importing, make sure the file name of the statement contains the name of the carrier and a supported statement date format.
  6. Drag and drop the commission files into the box or browse for your files.
  7. Select a Carrier.
  8. Select a Map.  Only maps for the selected carrier are available.  A statement cannot be imported without a map for the carrier.
  9. Select a Statement Date.
  10. Add a Statement Description (optional).
  11. Click IMPORT.
  12. Click POST COMMISSIONS to open the statement in posting.  Posting is the process of linking a commission in the statement to a policy.

Edit

  1. Go to the Main Menu.
  2. Click Commissions.
  3. Click the box next to the statement.
  4. Click the edit icon  .
  5. Make changes.  Only the Statement Date and Description can be edited.
  6. Click SAVE.

Delete

Go to the Main Menu.
Click Commissions.
Click the box next to the statements to delete.
Click the delete icon  .
Click CONTINUE.  Deleting a commission will remove it from any policy linked to it.

    • Related Articles

    • 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 ...

    • 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 ...

    • Commission Statement

      The Commission Statement report displays commissions received by agent. This report can be used to generate commissions statements to agents who receive a fixed percentage of the commission amount. Report Parameters Name Statement Date - The date you ...

    • Adding a Commission Manually

      A commission can be manually added to a policy. This can be useful if there are not many commissions paid from a carrier or the statement is not available in Excel. A map is not required to add a commission manually to a policy. Once the commssion is ...