Policy Import Templates Overview

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, you may need to use multiple templates to import your policies. The commission types below will help determine which template to use for policy importing.
  1. Pct of Premium
  2. Medicare Advantage – Prescription Drug Plans
  3. Fee
  4. Graded
  5. Target Premium



Policy Import Templates

  1. Go to the Main Menu.
  2. Click Policies.
  3. Click the policy template download icon .
  4. Download a policy import template based on the commission type for the policies being imported.
  5. Save the file to your computer.
  6. Complete all required fields in the template.

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