Add

1. Go to the Main Menu.
2. Click Commissions.
   
3. Click the Map icon .
4. Click ADD MAP.
5. Browse for the Carrier statement, or drag and drop the file into the upload area.
6. Select a Carrier.  If your statement has multiple carriers, select Multiple Carriers.
7. Enter a Map Name.
8. Enter the tab number in the Excel file that contains the commission data.  In the example below, tab number (1) contains the commission data. 
9. Enter the row number that contains the column headers.  Row (1) contains the column headers in the example below. 
10. Enter the first row of commission data.  Row (2) is the first row with commission data in the example below. 
    
11. Click NEXT.
    

12. Map the fields from your commission statement to the AgencyComp fields.

    • Fields shown in red are required.

    • If your statement does not include a Paid Date column, check the box next to the Paid Date field. The statement date entered during import will be used as the paid date for all commissions in the statement.

    • The primary fields used to match commissions to policies are Policy Number, Effective Date, Product, Revenue Type, Client, and Agent.

    • Map as many fields as possible to improve commission matching during the import process.

13. Click Preview to confirm the fields are mapped correctly.

    • If a carrier changes the commission statement format, the existing map must be edited or a new map created.

14. Click Save Map & Return to return to the Maps page, or click Save Map & Import to import the statement used to create the map.

Edit Maps (Old)

We’ve improved our commission import process so AgencyComp can:

1. Create new policies in bulk from a commission statement
   
2. Match commissions to pending policies in bulk (more accurately and much faster)
   

To use these new features, you’ll need to update your existing commission maps.  You’ll see a message on the Commissions page letting you know one or more maps need updating.

1. Go to the Main Menu.
   
2. Click Commissions.
   
3. Click the Map icon .
   
4. Old maps that need updating will have a   icon in the Update colum.  Maps with a red icon must be updated before you can import new commission statements using that map.
   
5. Click on the map to edit.
   
6. Complete any required fields highligted in red.
   
7. We strongly recommend opening the commission statement to verify that all required fields are mapped correctly.
   
8. Make changes and click SAVE & RETURN.
   
9. Click the BACK button to return to the Commissions page.
   
10. Use the Carrier column filter to select the carrier whose map you just updated.
    
11. Delete any commission statements that contain pending commissions.
    
12. Reimport those commission statements.

Edit Maps (New)

1. Go to the Main Menu.
   
2. Click Commissions.
   
3. Click the Maps icon .
   
4. Click the map name.
   
5. Review and make changes in the Mapped Fields column.
   
6. Click SAVE & RETURN.
   

Delete

1. Go to the Main Menu.
   
2. Click Commissions.
3. Click the Maps icon .
   
4. Select the checkbox next to the map you want to delete.
5. Click the delete icon .