General
Guides and SOPs for uploading statements, Retrieve, payroll, If/Then rules and carrier-specific downloads. 48 articles.
Showing 19 of 48 articles
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
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