Step 4 - Import a Commission Statement

Step 4 - Import a Commission Statement

Once a carrier map has been created, a commission statement can be imported. Only statements in Excel can be imported.  Commissions can also be imported using a Generic Import Template or added manually.



Import Commission Statements
  1. Go to the Main Menu.
  2. Click Commissions.
  3. Click the Commission Statements icon .
  4. Click + Import Statement.
  5. Drag and drop a file into the box or browse for one.
  6. Select a Statement Date. This can be the date the statement was received or any other date.
  7. Add a Statement Description (optional).
  8. Select a Carrier.  If your statement has multiple carriers, select Multiple Carriers.
  9. Select a Map. Only maps for the carrier selected will be available.  A statement cannot be imported without a map for the carrier.
  10. Click IMPORT.
  11. Click POST COMMISSIONS to open the statement in Posting. Posting is the process of linking a commission from the statement to a policy.  Review Step 5 before clicking this button!
  12. Click IMPORT NEW STATEMENT to return to the Commission Statement page and import another statement.

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