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Policy List

The Policy List is the main screen in Commission Tracker. It organizes your entire database into three views — by Agent, Carrier, or Client — so you can quickly navigate to any policy.

💡 Why Use This

The Policy List is your starting point for every workflow in Commission Tracker. From here you can open policies, receive payments, run imports, and access all other areas of the system.

🗺️ How to Access

The Policy List opens automatically when you launch Commission Tracker.

Policy List Interface

Commission Tracker offers three views, each listing a different entity. Select a row to see its related policies in the grid below.

  • Agents View (Default) — Displays all agents. Select an agent to see policies where that agent is the Primary Agent. Use the + New button to create a new agent.
  • Carriers View — Displays all carriers. Select a carrier to see its policies. Use the + New button to create a new carrier.
  • Clients View — Displays all clients. Select a client to see their policies. Use the + New button to create a new client.

Agents View with a selected agent's policies shown below

Searching and Filtering

Using the Find Button

  • Agent/Carrier View — Highlights matches; use Find Next to navigate through results.
  • Client View — Rebuilds the list to show only matching clients. Use Clear to reset.

Policy Status Icons

Color-coded icons indicate whether a policy is Active, Expired, Inactive, Prospect, or Terminated. See Policy Status for a full description of each status.

Customization

You can change your default view in the Options Menu.

Options Menu Default Tree View Setting

🔧 Troubleshooting

I can't find a specific policy. Use the Find button and type any part of the policy number, client name, or agent name. In the Client View, the list rebuilds to show only matches. In Agent or Carrier View, use Find Next to step through highlighted results.

Need help? Contact support@commission-tracker.com