Import Multiple Commission Statements

Import Multiple 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.