General
Guides and SOPs for uploading statements, Retrieve, payroll, If/Then rules and carrier-specific downloads. 48 articles.
Showing 7 of 48 articles
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
Didn't find your carrier?
Tell us which carrier or FMO you need and we'll add support.