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ACE Report: Annual (By Client)

The Annual (By Client) format provides agents with a calendar-year view of their earnings, organized alphabetically by client. This layout is excellent for identifying which clients generate the most consistent revenue and for tracking renewal trends across a book of business.

When to Use This Format

Use this report version when you need to:

  • Analyze Client Value - See the total annual commission generated by a specific client across all their policies.

  • Identify Retention Gaps - Spot months where a client’s expected commission is missing, indicating a potential lapse or cancellation.

  • Agent Reviews - Help agents visualize their book of business based on client relationships rather than carrier lists.

Report Layout & Sorting

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

  • Alphabetical View: Clients are listed A-Z, making it easy to locate specific accounts.
  • Horizontal Timeline: Displays commission totals for each month (January through December).
  • Yearly Totals: The final column on the right provides the sum of all commissions earned for that specific policy for the entire year.

Annual By Client Report Preview

What Happens When This Report Generates

  1. The system pulls all commission records for the selected Agent within the specified calendar year.
  2. Data is grouped by the Client Name associated with each policy.
  3. Earnings are placed in columns based on the Receive Date of the commission.
  4. The system calculates a total for each row (Policy Total) and each column (Monthly Total).

Troubleshooting

Q: Why does a client appear multiple times? A: If a client has multiple policies (e.g., Medical, Dental, and Vision), each policy will be listed as a separate row under that client's name so you can see the breakdown per policy.

Q: Can I run this for a partial year? A: Yes. While the report will always show columns for Jan–Dec, it will only populate data for the months within your selected date range.

Other ACE Report Formats

Explore the different ways to display commission data:

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