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Carrier Agent ID

The Carrier Agent ID is an optional field in the Policy group of the Policy window used to store the specific identification number a carrier uses to identify an agent for a particular policy.

💡 Why Use This

While optional, this field is highly recommended when:

  • Using Carrier Imports — Many carrier statements identify the agent by an ID number rather than a name. Storing that ID here enables accurate data matching during the import process.
  • Auditing Statements — Quickly cross-reference the ID on a carrier statement with the data in Commission Tracker.
  • Tracking Multiple Appointments — If an agent has different ID numbers for different carriers, this policy-level field ensures the correct ID is linked to the correct business.

🗺️ How to Access

The Carrier Agent ID field is in the Policy group of the Policy window, with Primary Agent and Revenue Group, when creating or editing a policy.

Adding or Editing the Agent ID

Carrier Agent ID Field

  1. Navigate to the Policy you wish to edit.
  2. Locate the Carrier Agent ID field.
  3. Enter the ID exactly as it appears on your carrier statements.
  4. Click Save.

What Happens When You Save

  1. The ID is stored as part of the policy's metadata.
  2. During a Carrier Statement Import, the system can use this ID to help verify that the commission is being attributed to the correct agent and policy combination.
  3. This field can be pulled into custom reports to assist with carrier-level reconciliation.

🔧 Troubleshooting

Is this the same as the agent's Social Security Number or Tax ID? No. This field is specifically for the ID assigned by the insurance carrier (e.g., a Writing Code or Agent Number). Tax IDs and license numbers should be stored in the main Agent Profile's Rep # field.

A carrier uses the same ID for all of an agent's policies — do I still need to enter it on each policy? Yes. Entering it on each policy ensures that automated matching features in the Import Carrier Statements process work correctly for every record.

Need help? Contact support@commission-tracker.com