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.
What Happens When This Report Generates
- The system pulls all commission records for the selected Agent within the specified calendar year.
- Data is grouped by the Client Name associated with each policy.
- Earnings are placed in columns based on the Receive Date of the commission.
- 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.