Types

Types

Premium and commission can be tracked by the Types of product you sell.  AgencyComp comes pre-loaded with the most common types of insurance sold.  The Type section can be customized to the types of products you sell.  Each type can have multiple sub-types (children) to provide more detail on the products you sell.

Types
Types

  1. Life
  2. Disability
  3. Long Term Care
  4. Annuities
  5. Medicare
  1. Health
  2. Group
  3. Voluntary Benefits
  4. Commercial
  5. P&C



Add

  1. Go to the Main Menu.
  2. Click Data – Types & Sub-Types.
  3. Click ADD TYPE.
  4. Complete the required fields.
  5. Click Save.

Edit

  1. Go to the Main Menu.
  2. Click Data – Types & Sub-Types.
  3. Click the Type.
  4. Make changes.
  5. Click SAVE.

Delete

  1. Go to the Main Menu.
  2. Click Data – Types & Sub-Types.
  3. Click the box next to the Types to delete.
  4. Click the delete icon . Types linked to any policy will be deleted.  All Sub-Types linked to the Type will also be deleted. This action is irreversible.
  5. Click CONTINUE.

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    • Bulk Change - Types & Sub-Types

      Types and Sub-Types are categories and sub categories of the products you sell. They can be added to a policy and used in many reports to show where premium and commissions are derived. Types and Sub-Types can be changed for multiple policies using ...

    • Sub-Types

      Sub-Types further define the Types of insurance you sell. A Sub-Type is a child of a Type (parent). Adding a Sub-Type to a policy can provide even more detail on the types of products sold. Sub-Types Type Sub-Type Life 10 YRT 20 YRT 15 YRT 20 YRT ...

    • Revenue Types

      Revenue Types are names given to other types of compensation on a policy. An example is an override or bonus. The revenue type name from the commission statement is used to match the commission to a policy. A revenue type is linked to a carrier. Add ...

    • 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 ...

    • Carriers

      Carriers are the insurance companies that you represent and pay you commissions. Add Go to the Main Menu. Click Data – Carriers – Products – Revenue Types. Click ADD CARRIER. Complete the required fields. Click SAVE. Edit Go to the Main Menu. Click ...