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New commission update
Add everything the insurer sent for this update. Multiple files and pasted text can belong to a single update: the system reconciles them together rather than treating them separately.
Update details
Helps your team recognise this update later. Not used in the standardized output.
Sources
Excel, PDF, Word, email and textAdded sources
0No documents added yet.
Alongside documents, this is read as instruction and can supersede them. With no documents attached, a pasted table is read as the update itself: rates in it are extracted the same way a spreadsheet would be.
What happens next
All sources are read together. Where the email revises a spreadsheet, the system surfaces it as a conflict for you rather than picking silently.
Good to include
The covering email, even if it looks routine
Annexures with RTO / cluster lists
Signed addenda
Prior-month grid if this is an amendment