Import Client Policies

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.

  1. Percentage of Premium
  2. Medicare Advantage & Prescription Drug Plans
  3. Fee
  4. Target Premium
  5. Graded



Import Client Policies

  1. Go to the Main Menu.
  2. Click Policies.
  3. Click the policy import icon .
  4. Browse for a file or drag and drop one into the box.
  5. Click IMPORT.

    • Related Articles

    • Step 2 - 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. Select a template based on the type of policies you are importing. Depending ...

    • 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, ...

    • 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 ...

    • 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 ...

    • 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 ...