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 β€“ 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 β€“ Types & Sub-Types.
  3. Click the Type.
  4. Make changes.
  5. Click SAVE.

Delete

  1. Go to the Main Menu.
  2. Click Data β€“ 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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