Before you begin
Export your own authorized structured compensation workbook from the compensation portal. AgentPay supports the approved structured spreadsheet format and validates its pay periods and aggregate compensation totals before confirmation.
Data-safety check: Use an aggregate compensation export. Do not select a workbook containing customer names, policy numbers, addresses, claims, customer identifiers, medical information, payment-card information, passwords, or identity documents.
Refreshers in AgentPay
Once you are signed in, Help in AgentPay shows the one thing your forecast needs next and two short refreshers:
- Getting your renewal graphs: the two pictures, when you need two more, and the best days to save them.
- Getting your pay history: why 24 checks, and how to pull them as spreadsheet exports of six pay dates, newest first.
Review and import structured data
- Save the approved workbook. Keep the original structured columns, pay dates, and aggregate category rows.
- Open Add & Update in AgentPay. Choose the structured spreadsheet review action.
- Select the workbook. AgentPay reads and validates it locally in your browser. The raw workbook is not sent to AgentPay storage.
- Review every pay period. Confirm the pay dates, generic compensation categories, and reconciliation status.
- Resolve any requested category choice. AgentPay asks only when a generic Auto renewal destination cannot be proven from the workbook structure.
- Confirm Import. Every reviewed period is saved together, or none is saved if validation fails.
Privacy and support
Only the confirmed generic compensation values are sent for persistence. Workbook bytes, filenames, worksheet names, source labels, and local file paths are excluded.
For more information, read the Privacy Policy. If an approved structured workbook is rejected, contact support@agentpayforecast.com without attaching the workbook to ordinary email.