Docs · Clients & Policies

Recording a policy, and why the assigned agent matters

A policy without an assigned agent has no rank to price it at, so it can't be valued. That's the single most common reason a sale doesn't show up in anyone's numbers.

Who this is for

Anyone recording sales, and anyone wondering why the numbers look light.

The assigned agent is what prices it

Commission is computed from the writing agent's rank against the comp grid. A policy with no assigned agent has no rank to price at, so the system can't value it — it isn't guessing, and it shouldn't.

Practically: if your production numbers look lower than you know they are, look for policies with no agent before you go looking for a bug in the comp maths.

Comp is locked at the moment of sale

What a policy pays is fixed when it's written. Later edits to the comp grid change what FUTURE sales pay; they don't retroactively reprice a policy already on the books. That's deliberate — a book that silently repriced itself every time someone adjusted a rate card would be impossible to reconcile against carrier statements.

Two policies of the same type on one client

That's a legitimate case — a client can hold two of the same product. They're separate records; don't overwrite one with the other.

How to check it worked

  • After recording a sale, confirm it shows an assigned agent and a computed value.
  • Check it appears in that agent's production, not just in the client's record.

Common mistakes

  • Recording a policy with no assigned agent, then finding it's missing from production numbers.
  • Expecting a comp-grid change to reprice existing policies. It won't, by design.
  • Overwriting an existing policy when a client buys a second of the same type.

Related

Setting up commissions — the ladder, your level, and where agency revenue comes fromFour steps: build the ladder, mark your agency's level on it, enter product comp, assign your reps.Importing your book and reconciling carrier statementsConnect the commissions mailbox and carrier statements import themselves, then get checked against what your comp model said you should have been paid.

Where this lives in the app

Open this screenOpens in the app

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