Step 2 - Import Client Policies

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 on the types of policies you sell, It may be necessary to use multiple templates.  Download the template and complete the required fields.

  1. Pct of Premium – Commissions based on a percentage of premium paid.
  2. MA-PDP – Fees are determined annually by the Centers for Medicare & Medicaid Services.
  3. Fee – A fee is multiplied times the number of lives.
  4. Target Premium – A base commission is paid on the target premium and a lower rate paid on the excess over target.
  5. Graded - As the accumulated premium increases throughout the year, the commission rate goes down.
  • Fields in red are required.
  • Fields in green are required to calculate and project commissions.
  • Fields in purple are required for matching commissions to policies.


Download a Policy Import Template

  1. Go to the Main Menu.
  2. Click Policies.
  3. Click the policy import icon  .
  4. Click a template to download.
  5. Save the file.
  6. Complete the fields in the template.

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