Overview
Learn how to provide your Excel-based carrier commission statements for mapping. Only one copy from each carrier is needed to build a map. You can follow the same basic steps to set up new maps and request updates to modify existing maps as needed.
Prefer to learn by watching? Check out the AgencyBloc Academy for related video courses on how to submit commission statements for import mapping and modify existing map requests, presented in a more visual and interactive format.
IN THIS ARTICLE
Step-by-step instructions
- Navigate to the Commissions > Settings page.
Select Import Carrier Data, then select Submit New Import Map or Modify Existing Import Map
- Indicate if the statement has been mapped.
If it's an existing map, please indicate which one we need to look at.
- Choose and upload a file then select the Carrier name.
The list of carriers comes from your Carriers section. If the carrier you need is not listed, first add it to your carriers section. If this statement is not from one specific carrier, leave the field blank and check the box that says This file contains multiple carriers.
- Indicate which columns (A,B,C,D, etc.) contain which pieces of information.
Populate each field you need mapped. Policy Number and Carrier Commission are required to create a map. See Mapping definitions for more details.
Mapping definitions
- Policy/Commission Number (Required) - The carrier appointed unique identifier. Might also be called a member ID, subscriber ID, etc.
- Effective Date (Optional) - The effective date of the policy. Not all statements include this, but if it is provided, it is recommended to map it.
- Bill From Date (Recommended) - The premium period you are getting paid for, not the month you are getting paid in. May also be called paid from date, premium date, due date, etc. If included on the statement, it is highly recommended to map it.
- Agent Number (Optional) - Used for reference only. This is usually the agent writing number and does not affect commission processing.
- Agent Name (Optional) - Used for reference only. The agent listed on the policy in your AMS+ account will ultimately take priority.
- Holder Name (Recommended) - The policyholder name (your client). It is highly recommended to map this field if it is provided on the statement.
- Coverage Type (Recommended) - The type of policy. In some cases, this is required for processing statements, so it is recommended to map it when available.
- Premium (Conditionally Required) - Required if payee rate tables are based on a percentage of premium. Otherwise, it is helpful but not required.
- Carrier Commission (Required) - The column showing the commission received for each policy.
- Rate Type (Required) - Flat Amount is most common. If payee rate tables are based on a percentage of premium or per life, the correct rate type must be selected and mapped.
- Notes (Optional) - Leave any notes about the statement that you think the developer working on the mapping needs to know. When a developer fulfills the request, an email will be sent to the email address of the user that submitted the request.
Status updates
You can check the status of your map requests:
- Go to the Commission > Settings page.
- Select Import Maps.
- Select Map Requests.
Common questions
My agency has old import maps that we no longer use. Is there a way to delete them?
Yes, please contact the Support Team at help@agencybloc.com for assistance.