Overview
There are a few ways to get your commission data into AgencyBloc. Generally, you'll import commission data from an electronic statement provided by the carrier in an excel format. If the carrier does not provide a statement, you can use the standard import template or manually add entries. Using manual entries is also a good option for posting a small number of commission payments or making adjustments to an agent’s commissions.
IN THIS ARTICLE
Importing commissions (5:38)
7/17/2019 - We updated AgencyBloc to support commission number. See release notes for more details.
Step-by-step instructions
To process commissions in AgencyBloc, you need to bring carrier commissions statements into AgencyBloc.
There are three methods to do this:
Conventional method
This is the most commonly used method for importing commission data into AgencyBloc. You’ll use this method if the carrier sends you commission statements in Excel spreadsheets.
- Go to Commission > Import Carrier Data.
- Choose the import map that corresponds with the commission statement you are importing.
- Many agencies use a statement date that reflects when they are paying out to their agents or when they are reconciling and posting the payments. No matter how you use this date, it is for your reference throughout AgencyBloc and should make sense to the person processing commissions.
- Assign a statement date.
- Many agencies use a statement date that reflects when they are paying out to their agents or when they are reconciling and posting the payments. No matter how you use this date, it is for your reference throughout AgencyBloc and should make sense to the person processing commissions.
- Select the Upload button and review the import summary.
- Select the View & Edit Entries link to review all policies that were on your statement that you need to link.
Standard method
In some cases, the carrier may not provide commission statements in Excel spreadsheets. If this happens, you can still import your commission data by adding it to our standard template.
To download and add your commission data to the standard template:
- Go to Commission > Import Carrier Data.
- Select the ‘Download Standard Template’ link.
- This will open an Excel template that you can copy and paste your data into.
- After adding your data to the standard template, save the file and import it into AgencyBloc following the conventional method.
- Make sure you select ‘Standard Format’ in the ‘Import Map' field. Leave the ‘Carrier’ field blank if you are importing multiple carriers in the same file.
Standard template details
In the standard template, you may notice certain fields are bold. These bold fields are required for a successful import. You may skip any columns that aren’t bold if they are not relevant to your business.
Do not delete or rearrange the columns in any way. This can create errors during import.
The data you add to the CarrierAbbrev column should mirror what you have listed in Commission > Commission Settings > Import Maps > Translations. A translation takes the Coverage Type or Revenue Type value in your commission import file and changes it to a matching value in AgencyBloc.
It's important for this value to match so your commissions are correctly linked to policy records. If you don’t use translations, you will place the name in the carrier column that is listed in AgencyBloc.
Manual method
In some instances, the carrier will not provide an electronic file of your statement. If this happens, you will need to use the manual method to enter payments. See this article for step-by-step instructions.