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ACE Report: Annual (By Carrier)

The Annual (By Carrier) format is a high-level summary designed to show an agent's earnings spread across the entire calendar year. Instead of a simple list of payments, this report provides a month-by-month grid, making it ideal for tracking seasonal trends and annual production.

When to Use This Format

Use this report version when you need to:

  • Track Monthly Trends - See how revenue from a specific carrier fluctuates over 12 months.

  • Year-End Reviews - Provide agents with a single-page summary of their performance by carrier for the year.

  • Budgeting - Analyze which carriers are providing consistent monthly renewals versus one-time payments.

Report Layout & Sorting

This report is organized by Carrier and further sub-sorted by Policy Number.

  • Horizontal Timeline: Displays months (January through December) across the top.
  • Monthly Totals: Shows the specific commission earned for each policy within each month.
  • Yearly Totals: A final column on the right aggregates the total commission earned for that policy for the entire year.

Annual By Carrier Report Preview

What Happens When This Report Generates

  1. The system aggregates all commission records for the selected Agent within the specified calendar year.
  2. Data is grouped first by the Insurance Carrier.
  3. Every payment is slotted into its respective "Month" column based on the Receive Date.
  4. The system calculates a horizontal sum for each policy and a vertical sum for each month.

Troubleshooting

Q: Why does a policy show $0.00 for a month where I know I was paid? A: Check the Receive Date of that payment. If the payment was received in late January but not posted until February 1st, the total will appear in the February column.

Q: Can I see the Agency's gross commission on this report? A: No. This is an agent-facing summary and only displays the commission earned by the agent. If you need to see Agency Gross, use one of the Detail Report Formats.

Other ACE Report Formats

Explore the different ways to display commission data:

Detail Formats Annual & Summary Formats
Detail (Percent of Commission) Annual (By Client)
Detail (Percent of Premium) Annual (By Carrier)
Detail (Hybrid) Summary Only
Detail (By Carrier) Detail (with YTD Total)
Detail (By Primary Agent) ACE Email Setup

Need help choosing the right format? Contact support@commission-tracker.com