We provide a detailed guide on the Excel Map format used to calculate commissions in your Apizeal account.
The first thing you need to know is that the system can cross-reference information and generate commission reports, but the required and compatible format must be Excel.
Organize your data in rows under clearly defined mandatory columns, marked with colors and titled using the pre-established headers by Apizeal. It is essential to follow the structure exactly as outlined below:
Column titles are categorized by three (3) colors: red, yellow, and blue.
Red: Required columns.
Yellow: Required for percentage-based (%) calculations.
Blue: Optional columns, not mandatory.
How to Identify Each Column
1. First Column: Marked as column "A". This column must be left empty. Do not enter any data here.
2. Second Column: In red – Column "B" – Title: ID. This refers to the customer's Member ID or the number identifying the customer's policy.
3. Third Column: In red – Column "C" – Title: Customer Full Name. You have two valid options:
Enter the full name in a single column. In this case, the column title must be FULL NAME.
Enter the first and last name in two separate columns. In this case, use the titles First Name and Last Name, respectively.
4. Fourth Column: In red – Column "D" – Title: MEMBERS. Indicate the number of applicants or people covered under the policy (number of active members in the policy).
5. Fifth Column: In yellow – Column "E" – Title: RATE. This column refers to the unit payment rate. Enter the amount assigned as commission (the amount to be paid to the agent).
6. Sixth Column: In yellow – Column "F" – Title: AGENCY RATE
Indicate the unit payment amount received by the agency, as shown in the STATEMENT.
7. Seventh Column: In blue – Column "G" – Title: STATUS. Specify whether the RATE is for a new policy sale or a renewal.
Important: Use the English terms only – "NEW" for new policies, "RENEW" for renewals.
8. Eighth Column: In blue – Column "H" – Title: STATE. Use the official U.S. state abbreviation shown in the report (e.g., FL for Florida, TX for Texas).
9. Ninth Column: In blue – Column "I" – Title: NPN. Enter the agent’s National Producer Number (NPN), if applicable.
10. Tenth Column: In red – Column "J" – Title: DATE. Enter the payment or commission report date. You must use the U.S. date format: month/day/year. The system does not recognize other formats.
👀 IMPORTANT:
Use two digits for the month and day, and four digits for the year.
Example: MM/DD/YYYY – 02/05/2023.
You may also use single digits for month and day: M/D/YYYY – 2/5/2023.
Two-digit years are also accepted: M/D/YY – 2/5/23.
ISO-style formats like YYYY/MM/DD or YY/M/D are accepted: 2023/05/02 or 23/5/2.
NOT ALLOWED:
Abbreviated month names (e.g., "Feb" instead of "February").
Month names in letters (e.g., "febrero").
Dates with dashes (e.g., 2-2023, 02-23, or 2-23).
Ensure you use the official U.S. date format (MM/DD/YYYY or YYYY/MM/DD) to avoid processing errors.
👀 Note: All commercial agreements between Brokers, Agencies, Agents, and Carriers are outside the scope of Apizeal. We are an independent technology platform providing digital solutions to streamline users' administrative work through Apizeal’s automation features.
If you have any questions, feel free to contact our support team via the live chat available in your Apizeal user account. The chat is available Monday through Friday during business hours.
You can also reach out to us through the contact form available 24/7. You’ll receive a response as soon as possible 🤓👍🏼.