How to Upload Carrier Reports (Production, RTS, and Commissions)

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