Policy Management: Frequently Asked Questions

This section addresses common questions regarding policy limits, data structure, and advanced setup scenarios within Commission Tracker.

Essential Reading

Choose a topic below to learn more about managing your policy data:

📂 Policy Structure & Limits

Can a client have more than one policy? Learn how Commission Tracker handles households or businesses with multiple lines of coverage (e.g., Dental, Vision, and Life).
Is there a limit to the number of policies in the system? Information regarding database capacity and performance when managing large books of business.

📥 Data Migration & Prep

Can I import my existing policy data? Instructions and best practices for migrating data from spreadsheets or older systems into Commission Tracker.
Pre-Setting Splits without a Policy Number A guide on how to prepare your commission structures for new business before the carrier has issued a formal policy number.

↩️ Fixing Mistakes

Can I undo something? What can be reversed (a statement, a deleted payment, a policy import, a Batch Edit) and where.

Can I undo something?

Made a mistake and want to undo your last step, or change something back to the way it was? There is no general Undo button in Commission Tracker. Some actions can be reversed, each from its own screen:

A whole imported or reconciled statement

Select the carrier and click Manage Statements (newer versions: Statement History), or go to Import → Manage Import/Reconcile Sessions (newer versions: Import → Statement History).
Select the statement and click Reverse.
Click Yes to "Are You Sure You Want To Reverse This Import?". If a policy import session was created from that statement, the box offers Reverse Everything (also deletes that policy import session) or Just Statement.

Reversing Removes the Payments

Reversing a statement removes every payment that statement posted. To get them back, import or enter the statement again. See Reverse Import or Reconcile Session.

A deleted payment

Open the policy and click Payments.
Click Deleted Payments. The button is colored when the policy has deleted payments and grayed out when it has none.
Select the payment and click Repost (or Edit And Repost, or Repost All).

See UnDelete (Repost) Payments.

A policy import

Go to Import → Reverse Import Policy Session.
Select the import and click Reverse, then click Yes.

This deletes the policies that import created. If payments were already received on those policies, the box says how many, and those payments are removed too. See Reverse Import Policy Session.

A Batch Edit

There is no undo for a Batch Edit. To put the old values back:

Open a changed policy and click History. On the Timeline, the change shows the Source "Update Policies", and What Changed / Details lists each field as old value > new value.
Run Batch Edit again on the same policies and set those fields back to the old values.

See Update All Policies.

Pro Tips for Policy Admins

Topic	Best Practice
Naming Conventions	Consistency in Client Names helps prevent duplicates when adding multiple policies.
New Business	Use the Prospect status to track new applications before they are finalized.
Bulk Updates	If you need to change many policies at once, use Batch Edit on the Policies grid (see Update Policies (By Carrier)).

Need one-on-one training for policy setup? Contact support@commission-tracker.com