Related Articles
Bulk Change - Termed Policies
Termed is a status that for a policy that is no longer active and not paying commissions. A termed date is required for a policy with a Termed status. The bulk term tool can terminate multiple policies at one time and add a specific term date. Bulk ...
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 ...
Client Types
There are three types of clients available. Individual - An individual client is a single person who owns one or more policies. An individual's first and last name are required. Typical individual policies include: Term Life Disability Medicare ...
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 ...