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.

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