General
Guides and SOPs for uploading statements, Retrieve, payroll, If/Then rules and carrier-specific downloads. 48 articles.
Showing 48 of 48 articles
Getting started
13 articlesHow Agent & Upline Portals work
Set up Agent and Upline portals, control what each user sees, and manage publishing, branding and staff access.
9 min readUpdated Video walkthrough
Licensing & Appointments - overview
Monitor licenses, enable auto-renew and add non-resident states.
3 min readUpdated Video walkthrough
Onboarding
Book an onboarding call and follow the onboarding map.
1 min readUpdated Video walkthrough
Missing Commissions
Find unpaid policies and missing renewals.
1 min readUpdated
Did I get paid on my clients?
Cross-reference your client list against your commission data.
1 min readUpdated
Applications - a deep understanding
Centralize application intake and match it to BOB and commissions.
4 min readUpdated Video walkthrough
Staff Members: sub-users and separate logins for staff
Invite staff and choose which tabs they can see.
1 min readUpdated Video walkthrough
Deposits: Ensuring All Files Are Accounted For
Match bank deposits to digested statements.
1 min readUpdated Video walkthrough
Dashboard: A Comprehensive Guide
Filter by timeframe, Agent and carrier, and read the leaderboards.
2 min readUpdated Video walkthrough
Reference page
Bulk-check whether your clients have been paid.
2 min readUpdated Video walkthrough
Missing Renewals
Split All Time data by month and surface renewals that stopped.
2 min readUpdated
Digest: How to Upload Data
Upload carrier and FMO statements and understand each Digest result.
2 min readUpdated
Digest Statements via Email
Connect your inbox so emailed statements are digested automatically.
1 min readUpdated
Carrier statements
19 articlesHow to download Medico statements
Set a date range and use Export Detail.
1 min readUpdated
How to download Royal Neighbors as CSV
Download and name the daily commission statements.
1 min readUpdated Video walkthrough
Ace - how to download statements
Export each month’s commissions to CSV.
1 min readUpdated
Heartland National 'Defined' Statements
Digest the Defined statement instead of the rolling one.
1 min readUpdated Video walkthrough
Why Files Get Rejected
Non-statement files and rolling statements, explained.
1 min readUpdated
Why your UHC file was Rejected, and Rolling Statements
When to digest UnitedHealthcare, Heartland and Aetna MA files.
1 min readUpdated Video walkthrough
How to Download Commission Statements from Anthem
Download the weekly CSV statements, not the monthly summary.
1 min readUpdated Video walkthrough
How to Bypass UnitedHealthcare File Rejections
Adjust the date in cell D2 to digest a current-month file.
1 min readUpdated Video walkthrough
Aetna’s various statements
Producer World, agency PDF and SSI statements compared.
1 min readUpdated
Cigna Supplemental - how to download files
Run Commission Reporting and export to Excel.
1 min readUpdated Video walkthrough
How Agility FMO statements work
Name exported files so ComTrack identifies the carrier.
1 min readUpdated Video walkthrough
Using Amerilife Agent Xcelerator statements
Get the detailed .xlsx report from Agent Xcelerator.
1 min readUpdated
AIG Corebridge: how to download statement from portal (properly)
Generate the Commission Statement Details Excel report.
1 min readUpdated Video walkthrough
Prosperity Life: how to download statements (properly)
Download each commission statement as CSV.
1 min readUpdated Video walkthrough
Gordon Marketing FMO statements
Replace the previous running-total file each month.
1 min readUpdated
How to get Ameritas statement in .xls format
Where to find the .xls export in the Ameritas portal.
1 min readUpdated
How to download BCBS TX statements
Use the Individual Extract Producer Commission report.
1 min readUpdated
Healthfirst NY statements
Export the Medicare Payout Report as XLS.
1 min readUpdated
How to download BCBS TN as .xls
Open the statement in Excel 2007 format.
1 min readUpdated
Retrieve & 2FA
5 articlesHow to change your Medico/Wellabe 2FA Phone Number
Call Medico to change the number on file.
1 min readUpdated Video walkthrough
How to change your Wellcare 2FA email for Retrieve
Update the MFA email through Wellcare live chat.
1 min readUpdated
UnitedHealthcare 2FA SMS Setup Guide - UHC 2FA
Route UHC Jarvis codes to your ComTrack phone number.
1 min readUpdated Video walkthrough
Fixing “2FA Not Received” in Retrieve
Reconnect your email or switch to your ComTrack address.
1 min readUpdated
Retrieve: Automatic Statement Retrieval
Set up credentials, 2FA and schedules for automatic downloads.
4 min readUpdated Video walkthrough
Payroll & rules
7 articlesPayroll History - A Deep Understanding
Record payments and track the balance owed per Agent.
1 min readUpdated Video walkthrough
How to change the Agent Name on file per client
Reassign clients written under another Agent’s NPN.
2 min readUpdated Video walkthrough
Diagnosing Issues with If/Then Rules
Trace which rule changed a cell and fix it.
1 min readUpdated Video walkthrough
How to fix "Agent Name not given"
Map Agent IDs to names for Mutual of Omaha statements.
2 min readUpdated Video walkthrough
Calculating Payroll: Comp Plans vs. If-Then Rules
Two ways to calculate Agent payroll.
2 min readUpdated Video walkthrough
If/Then Rules Guide
Conditions, operators, formulas and worked examples.
4 min readUpdated
UnitedHealthcare and Aetna MA Overrides
Avoid overpaying LOAs when street and override arrive together.
2 min readUpdated
Integrations
4 articlesHealthSherpa Integration Overview
Connect HealthSherpa and sync application status nightly.
3 min readUpdated Video walkthrough
Agent Pipeline Box.com integration setup guide
Digest Box.com statements automatically with Zapier.
1 min readUpdated Video walkthrough
MedicarePro Integration
Coming soon.
1 min readUpdated
GoHighLevel Integration
Query commission data from a GoHighLevel workflow.
1 min readUpdated Video walkthrough
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