Step 2 - Landmines

Step 2 - Landmines

  Make sure to use the correct template.  The templates are based on the type of commission paid on the policy.




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.
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 Add or edit the Type and Sub-type names in the application before you add them to your policy import template exactly as they appear in your application.  Delete those you don't plan on using.
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