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 headings.

 Enter the correct column for the Paid Date.  This is the date the policy paid the commission.  This date is used in many of the reports.  If there is no paid date column, click the box next to the field.  When you import a statement, you’re asked for a statement date.  The statement date entered will be the paid date for all commissions in the statement.

 Map all possible optional fields.  Mapped fields will appear in some reports and will help you to match pending commissions that are not linked during the statement import.  Leave the Carrier field blank unless you are creating a map for a statement with Multiple Carriers.

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• Related Articles

• 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 ...

• Step 6 - Landmines

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

• 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 5 - Landmines

  Once a map is created and saved, it cannot be edited. If a carrier changes the commission statement, a new map will need to be created. A map is not necessary to add or post a manual commission. Make sure to have a policy number for each policy. The ...

• 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 ...