Eligibility File Layout

APL.6

the ultimate agency management system

Agent File Layout

There should be one record per agent. Not all fields are necessary; however it is advisable to supply us with as much information to ensure accuracy.

Minimum Record Length: 380 Characters

Maximum Record Length: 984 Characters

Code: ASCII

If the File is sent on tape or diskette, please affix an external label with the following information:

Company Name

Contact Person who Created File

Phone Number of Contact Person

Number of Records

Agent Detail Record
Field Name	Size	Type	From	To	R	Description
Agent ID	20	A	001	020	Y	Unique Agent ID.
First Name	50	A	021	070	Y	Agent’s first name.
Middle Name	50	A	071	120	N	Agent’s middle name.
Last Name	50	A	121	170	Y	Agent’s last name.
DBA	50	A	171	220	N	Company Name (Doing Business As)
PIN	10	A	221	230	N	Personal Identification Number
Tax Type	01	N	231	231	Y	0-Corporation 1-Partnership 2-Individual
Tax ID	09	N	232	240	Y	Tax ID (SSN or EIN) 999999999
Date of Birth	08	N	241	248	N	Date of Birth of Agent YYYYMMDD
Contract	20	A	249	268	Y	Agent Contract. Must be an existing agent contract in APL
Effective Date	08	N	269	276	N	Date agent is effective YYYYMMDD.
Termination Date	08	N	277	284	N	Date the agent terminates. This date may not be prior to the effective date. YYYYMMDD
Manager ID	20	A	285	304	Y	Agent ID of the direct manager.
Status	20	A	305	324	Y	Agent Status. Must be an existing agent status in APL
Vested	01	A	325	325	N	Vested Agent Y/N
Business Address	50	A	326	375	Y	Business street address
Business ZIP Code	05	N	376	380	Y	Business address ZIP Code, City and State will be derived from the ZIP Code
Business Phone	10	N	381	390	N	Business phone number
Business Fax	10	N	391	400	N	Business fax number
Business Mobile Phone	10	N	401	410	N	Business cell phone number
Business Pager	10	N	411	420	N	Business pager number
Business Email	50	A	421	470	N	Business email address
Home Address	50	A	471	520	N	Home street address
Home ZIP Code	05	N	521	525	N	Home address ZIP Code, City and State will be derived from the ZIP Code
Home Phone	10	N	526	535	N	Home phone number
Home Fax	10	N	536	545	N	Home fax number
Home Mobile	10	N	546	555	N	Home cell phone number
Send Mail To Home	01	A	556	556	N	Home address should be used as the primary mailing address. Home address is required is “Y” is supplied. Y/N
Home Email	50	A	557	606	N	Personal email address
Escrow Rate	06	N	607	612	N	Default Escrow Percentage. Decimal + 3 allowed 15% = 015000 15.678% = 015678
YTD Production	10	N	613	622	N	Year-To-Date Production (Premium) $1,234,567.89 = 0123456789
Gross Production	10	N	623	632	N	Gross Production since Inception (Premium) $1,234,567.89 = 0123456789
Initial Debit Balance	10	N	633	642	N	Initial Debit Balance $1,234,567.89 = 0123456789
Initial Open Chargeback	10	N	643	652	N	Initial Chargeback Balance $1,234,567.89 = 0123456789
Initial Escrow Balance	10	N	653	662	N	Initial Escrow Balance $1,234,567.89 = 0123456789
Initial YTD From 1099	10	N	663	672	N	Initial Year-To-Date Form 1099 $1,234,567.89 = 0123456789
Routing No.	09	N	673	681	N	Direct Deposit Bank Routing No.
Account No.	50	N	682	731	N	Direct Deposit Bank Account No.
Account Type	01	A	732	732	N	Direct Deposit Bank Account Type C = CHECKING S = SAVINGS
Assigned	01	A	733	733	N	Commission Assigned to Direct Manager Y/N
As-Earn Only	01	A	734	734	N	As-Earn Only. No Advance Commission Y/N
Options	250	A	735	984	N	Other Options.

Follow these steps to import the agent file into APL

1. Select File menu item

2. Select Import/Export sub menu item

3. Check “Append to existing data” accordingly. If it is unchecked, all existing agent data will be erased.

4. Select the source file using the browser and click the OK button

Note

The import process is based on the Agent ID. If the Agent ID does not exist in the database, a new agent will be added. If the Agent ID exists in the database, detailed information will be updated according to the source file.

Help

For further assistance, contact APL customer support, or email Help@CommissionAccounting.com

Agent License File Layout