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Policy-Specific Agent Commission Split Table

Recommended Practice

It is generally more efficient to use Carrier Table Agent Splits to define splits at the carrier level. Use the Policy-Specific Split only when you need to create a unique exception for one specific policy.

💡 Why Use This

Use a Policy-Specific Split when:

  • Unique Negotiations — A specific policy has a split that differs from your standard carrier-level agreement.
  • Mid-Term Changes — An agent leaves or joins a case in the middle of a policy year.
  • Exceptions — You need to override the global carrier table rules for a single client.

🗺️ How to Access

  1. Open the policy you want to configure.
  2. Navigate to the Agent Commission Split Table section.
  3. Click the New Split Table button.

Video Tutorial

If the video below does not play, please copy and paste this link into your browser: Watch on YouTube

Commission Calculation Types

When setting up a split, choose how the system calculates the agent's pay:

Type Description
% of Commission Agent earns a percentage of the Gross Commission received by the agency.
% of Premium Agent earns a percentage of the total Policy Premium.
Dollar Amount Agent earns a flat fee (e.g., $5.00) regardless of the premium size.

Flat Dollar Logic

A Dollar Amount split will only pay an agent once per Billing Month, even if the agency receives multiple carrier payments for that month.

Step-by-Step: Creating a Unique Split

  1. Create or save the policy first.
  2. Click the New Split Table button.

  3. Set the Commission Start Date.

    Start Date Note

    This date refers to the payment Billing Date, not the Receive Date.

  4. Select the agents and assign their percentages or dollar amounts.

  5. Click Save.

Setting Start Date

Managing Split History (Timeline)

You can create a timeline of splits that change over time. The system always uses the split associated with the payment's Billing Date.

Start Date Example Allocation Preview
01/01/2022 House: 25% / Jack Frost: 75% Split 1
06/01/2022 House: 95% / Jack Frost: 5% Split 2
01/01/2023 House: 100% (Agency retains all) Split 3

What Happens When a Payment is Received

  1. The system looks at the Billing Date of the incoming payment.
  2. It checks the Agent Commission Split Table for that policy.
  3. It identifies which split was active on that Billing Date.
  4. It calculates the payout and makes the data available for the Agent Commissions Earned report.

🔧 Troubleshooting

I get an error saying I cannot change a split because it has been used.

Split Error

You cannot modify a split if a payment has already been posted using those rules. To fix this, delete the payment in Payment History, update the split, then re-post the payment.

An agent is not being paid even though they are in the split table. Check the Commission Start Date on the split table — it must be equal to or earlier than the payment's Billing Date. If a payment is billed for January but your split table doesn't start until March, no one will be paid for that January payment.

An agent left mid-year and I need to stop their pay without losing history. Create a New Split Table with a Start Date of the day they left. In the new table, remove that agent and reallocate their percentage to The House or a new agent. All historical payments remain unchanged.

Need help? Contact support@commission-tracker.com