How Broker Admin CSV (Excel) Upload Works for Broker Assignments

For agents: Broker Admins use a spreadsheet upload on Broker Assignments to match employees to brokers (and capture enrollment spreadsheet details). Individual brokers cannot run this upload.

Who can use it / where

• Role: Broker Admin only
• Path: Partner Portal → Broker workspace → Broker Assignments
• Card: Import broker assignments

This tooling is used for certain partner programs (for example Gallagher-style broker programs). If you don't see Broker Assignments, you likely don't have Broker Admin access or your agency program doesn't use this feature.

What the upload does

1. Matches each spreadsheet row to an employee already on StretchDollar
2. Matches the row's agent/enroller name to a broker already in your agency
3. On confirm, assigns that broker to the employee so they appear in the broker's Enrolled / In Progress views
4. Stores the spreadsheet row data for that employee/broker pairing

Until assignment succeeds, brokers often cannot see those employees.

Step-by-step

1. Open Broker Assignments.
2. Download the enrollment template (Download .xlsx) — blank workbook with the expected headers on row 1 (broker_management_template.xlsx ).
3. Fill the workbook. Keep header names aligned with the template.
4. Upload the completed .xlsx (drag/drop or browse). StretchDollar reads the first worksheet only.
5. Review the match preview modal:
   • Full match — employee + broker both found; these rows will be applied
   • Incomplete / no match — fix the file and re-upload (these rows are not applied)
6. Confirm upload for the full-match rows.

How matching works (most important)

Rows need a full match on both sides:

• Employee: First Name + Last Name + DOB must match an assignable employee already in StretchDollar
• Broker: AJG Agent/Enroller must match a broker name already invited/active in your Partner organization (name match is case-insensitive)

Assignable employees are generally those who are already enrolled with a coverage effective date on participating partner businesses — the spreadsheet does not create new employer employees by itself.

File requirements

• Format: .xlsx only (not .csv)
• First row = headers (use the template)
• Key matching columns: First Name, Last Name, DOB, AJG Agent/Enroller
• Dates: MM/DD/YYYY text or normal Excel date cells
• Suggested max size: about 10 MB

The template/workbook can include many other enrollment columns (address, plan, dependents, binder flags, etc.). Those can be stored with the upload, but matching/assignment hinges on the employee identity + agent/enroller columns above.

Troubleshooting

• Employee name / DOB rejected: spelling differs from StretchDollar roster, wrong DOB, or employee isn't assignable yet (not enrolled / missing coverage date).
• Broker name rejected: AJG Agent/Enroller text doesn't match the broker's name in Partner Portal (invite the broker first, or fix the spelling).
• Broker still can't see the employee after a green upload: confirm that employee's row was a full match and the broker is looking in the Broker workspace lists — see Broker Assignments: Why a Broker Can't See an Employee.

You can also assign brokers from the on-page employee table without a spreadsheet when you only need a few updates.