Carrier Connect simplifies commission statement imports for agencies by automatically downloading carrier commission statements and making them available for review and processing. This guide explains how the process works and what agencies need to ensure for a smooth import experience.
How It Works:
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Carrier Connect Downloads Statements: Carrier Connect retrieves commission statements from participating carriers.
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Statements Appear in NextAgency: The downloaded commission statements are listed under Carriers > Pending Imports in NextAgency.
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Import: You can change the carrier by clicking Change Carrier. Click Finish to start and complete the import process. To remove a file from the list, click Delete.
Key Requirement for Successful Imports
For the commission statements to appear in NextAgency, the carrier names in Carrier Connect must exactly match the carrier names in NextAgency. Any discrepancies in naming may result in statements not being imported properly./
Please get in touch with NextAgency support if you need any assistance!