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Annual (by Carrier)

The Annual (by Carrier) format of the ACE Report provides a calendar-year view of an agent's earnings organized by insurance carrier. It displays a month-by-month grid for each policy, making it easy to track seasonal trends, compare carrier performance, and review annual production.

💡 Why Use This

Use this report format when:

  • You want to track monthly trends by carrier — See how revenue from a specific carrier fluctuates over 12 months.
  • Conducting year-end reviews — Provide agents with a single-page summary of their performance by carrier for the full year.
  • Budgeting and forecasting — Identify which carriers provide consistent monthly renewals versus one-time or irregular payments.

🗺️ How to Access

  1. Navigate to Reports → Agent Commissions Earned Report.
  2. Select Annual (by Carrier) from the format options.
  3. Set your date range (calendar year) and click Show Report.

Annual By Carrier Report Preview

Report Layout

  • Carrier Name — Primary grouping, listed alphabetically.
  • Policy Number — Sub-sorted under each carrier.
  • Monthly Columns (Jan–Dec) — Commission earned in each month based on Payment Received Date.
  • Yearly Total — The rightmost column shows the sum of all commissions for that policy for the entire year.

How 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 placed in its respective month column based on the Receive Date.
  4. The system calculates a horizontal sum for each policy row and a vertical sum for each monthly column.

Other ACE Report Formats

🔧 Troubleshooting

A payment appears in the wrong month. The monthly column is determined by the Payment Received Date, not the Billing Date. If a payment was received in a different month than expected, check the Received Date in Payment History and correct it if needed.

The report shows $0.00 for a carrier where I know payments exist. Confirm that those payments are assigned to the correct carrier on the policy record. Payments with a missing or mismatched carrier may not appear under the expected carrier grouping.

The agency gross commission is not visible. This is an agent-facing report and shows only the agent's earned commission. To see agency gross, use a Detail report format such as Detail (Percent of Commission) or Detail (Hybrid).

Need help? Contact support@commission-tracker.com