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AgencyComp Integrations

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Supported triggers and actions

    • Last NameRequired

    • First NameRequired

    • Middle Name

    • User Defined Field

    • Notes

    Action
    Write
    • Group NameRequired

    • Contact Last Name

    • Contact First Name

    • User Defined Field

    • Notes

    Action
    Write
    • AgencyComp Policy ID (internal)

    • Policy Number

    • AgencyComp Carrier ID (internal)

    • Carrier Name

    • AgencyComp Agent ID (internal)

    • Agent Name

    • Agent Last Name

    • Agent First Name

    • Agent Middle Name or Initial

    • Client TypeRequired

    • Individual ID

    • Individual Name

    • Individual Last Name

    • Individual First Name

    • Individual Middle Name

    • Group ID

    • Group Name

    • Comp Plan TypeRequired

    • AgencyComp Comp Plan ID (internal)

    • Comp Plan Name

    • Status

    • Payment Mode

    • Policy Effective Date

    • Policy Term Date

    • AgencyComp Product Type ID (internal)

    • Product Type Name

    • AgencyComp Product Subtype ID (internal)

    • Product Subtype Name

    • AgencyComp Carrier Product ID (internal)

    • Carrier Product Name

    • Gross Premium

    • Modal Fee

    • Target Premium Lump Sum

    • Target Premium

    • Target Premium Number of Years

    • MA/PDP Enrollment Type

    • Fee Number of Lives

    Action
    Write
    • Carrier NameRequired

    Action
    Search
    • Carrier NameRequired

    Action
    Write
    • Last NameRequired

    • First NameRequired

    • Middle Name

    • User Defined Field

    • Notes

    Action
    Write
    • Last NameRequired

    • First NameRequired

    • Middle Name

    Action
    Search
    • NameRequired

    Action
    Search
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About AgencyComp

AgencyComp is an online tool that can calculate, project, analyze, and track commissions for any insurance product without the cost of an expensive CRM.

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