Onboarding Service

We offer a structured onboarding service designed to get your data into AgencyComp accurately and efficiently—without requiring you to manage the setup.

As part of onboarding, our team will:

Create carrier-specific maps based on your commission statements
Set up your comp plans (if provided)
Import your policies into the system
Build commission statement maps for ongoing use
Import your two most recent commission statements per carrier

This process ensures accurate policy matching, clean reporting, and a streamlined workflow for all future commission imports.

Comp Plans

Comp plans are the commission schedules for your policies and are handled as part of the onboarding process.

If you would like us to build your comp plans, you’ll need to provide an email that outlines how you are paid by each carrier (commission type, schedules, percentages, fees, etc.). You may include a carrier schedule, however, the specific product schedule needs to be identified. If a Comp Plan is not provided, we will assign temporary default comp plans. These allow your data to be imported immediately and can be updated later using the Bulk Change Comp Plan tool.

Pricing

$150 for up to 10 carriers
$12 per carrier for each additional carrier

Ongoing Use

Once a carrier map is created, it can be reused for future commission statements from the same carrier—making ongoing imports fast and consistent.

Uploading Your Commission Statements

When we manage your commissions or handle your onboarding, you'll upload your carrier commission statements to the Statement Inbox in AgencyComp. Our team imports them, matches the commissions to your policies, and approves them. You'll get an email when they're done.

Before You Start

File type: Only .xlsx and .csv files are accepted.
Carrier and date: Each file needs a carrier and a file date.
Tip: Put the carrier name and the statement date in the file name, for example "Ambetter 10-01-26.xlsx". AgencyComp will then fill in the carrier and date for you.
Storage: Uploaded files are kept for 14 days.

Step 1: Log In

Step 2: Open the Statement Inbox

Click the menu icon (☰) in the top-left corner. Then click Statement Inbox at the bottom of the menu.

Step 3: Add Your Statement Files

Drag and drop your statement files anywhere on the page, or click BROWSE FILES to choose them from your computer. You can add more than one file at a time.

The page lists the accepted date formats. If your file name uses one of them, the file date is filled in for you.

Step 4: Check the Carrier and File Date

Each file you add appears in a list with its Carrier and File Date. If the file name includes the carrier and an accepted date format, both are filled in for you.

Step 5: Select the Carrier if Needed

If the carrier is blank or wrong, click the Carrier box and pick the carrier from the list. Make sure the File Date is filled in, using the calendar icon if needed. If you are uploading several files from the same carrier, use Apply Down to set that carrier on every row below. To remove a file before uploading it, click the red trash can.

Step 6: Click Upload

When every file has a carrier and a file date, click UPLOAD. A "Success" message confirms the upload. You can upload files that are ready and leave incomplete ones for later.

Step 7: Track the Status of Your Files

Your uploaded files appear in the table on the right of the page, with the carrier, file date, status, and expiry date (when the file will be removed).

Pending: The file has been uploaded and is waiting to be imported.
Processed: The statement has been imported into AgencyComp.
Approved: Our team has reviewed the statement. All commissions are matched, any new policies have been created with a comp plan attached, and the commissions are approved.

To see only files with a certain status, use the Status filter at the top of the table.

Step 8: Watch for Your Email

You will get an email when your commission statements have been approved.

Need Help?

Contact your AgencyComp onboarding specialist or our support team.