Step 2 - Import Client Policies

Step 2 - Import Client Policies

Customer policies can be imported using our Policy Import Template. Simply copy and paste data directly from your commission statement into the template to quickly load policies into the system.



Download a Policy Import Template

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

    • Related Articles

    • Generic Import Template

      The Generic Import Template is an Excel spreadsheet with pre-defined columns. When using the template, the Generic Import Map is used to import the data. After downloading and adding commission data to the template, the statement import process is ...

    • Step 3 - Add Maps

      A Map is required to import a carrier commission statement. The map provides a diagram of which fields are imported from the commission statement. Once a map has been created, it can be used over again each month. Each carrier statement will require ...

    • Bulk Change - Termed Policies

      Termed is a status that for a policy that is no longer active and not paying commissions. A termed date is required for a policy with a Termed status. The bulk term tool can terminate multiple policies at one time and add a specific term date. Bulk ...

    • Overview

      AgencyComp can calculate, estimate, analyze, and track premium and commission for all policies. Follow the steps below to get started quickly. Step 1 - Add Carriers and Comp Plans (02:56) Step 2 - Import Client Policies (08:04) Step 3 - Add Maps ...

    • Client Types

      There are three types of clients available. Individual - An individual client is a single person who owns one or more policies. An individual's first and last name are required. Typical individual policies include: Term Life Disability Medicare ...