Step 2 - Landmines

 Enter policy data for one carrier at a time into the import template.  It’s easier to match the comp plans to the policies.

Enter the name of the comp plan into the template exactly how it was spelled when it was added to the application.

 Enter the product name exactly as it appears in the commission statement.  The product name can be used to match a commission to a policy.

 If Types or Sub-Types are not already set up in the application, they will be added automatically. A bulk change tool is available to ensure consistency across your data.

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• Step 6 - Landmines

  Reports can only be created for a maximum 10-year time period. Actual commission calculations are based on the Paid Date from the commission statement. This field is required when creating a carrier map. Projected commission calculations use the ...

• Step 3 - Landmines

  Some commission statements include data on multiple tabs. Make sure to identify the correct tab on the statement that holds the commission data. Identify the first row of commission in the statement. It's usually the first row under the column ...

• Step 5 - Landmines

  Once a map is created and saved, it cannot be edited. If a carrier changes the format of their commission statement, a new map must be created. A carrier map is not required to add or post a manual commission. Always include a policy number for each ...

• Step 4 - Landmines

  Make sure a carrier map has been created first before trying to import a commission statement. If a map for the statement does not exist, the statement will not import. A Generic Import Map has already been created. Select it when using the generic ...

• 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 ...