Step 1: From the Quick Actions Homepage 

  • Click the Upload Production button for Policies

  • Click the Upload RTS button for RTS
  • Click the Upload Commissions button for Commissions




Step 2: Select the Carrier for the file you want to upload




Step 3: Select the location for the file or simply drag the file into the upload box, then click Save



Only upload 1 file per carrier for Production and RTS. You'll receive an email prompting you to re-upload a Carrier Policy or RTS file if you add more than one.



Step 4: Clicking Save will bring you back to the "Completing Upload" screen, from here you can add additional carrier files or when you're done click the Complete button