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Carrier Table Agent Splits: Agent Uplines

The Agent Upline feature allows you to create dynamic hierarchical relationships between agents. Instead of hard-coding a specific manager for every rule, you define an "Upline" (a mentor, recruiter, or manager) for each agent. The Carrier Table then uses that hierarchy to determine who receives an override.

💡 Why Use This

Use Agent Upline splits when:

  • Managers receive overrides on their agents' sales — Define the upline relationship once; the table pays the correct manager automatically for every policy.
  • Agent reporting relationships change — When an agent moves to a new manager, update only the Manage Agent Levels and Uplines screen. Every policy using an Upline table immediately begins paying the new manager.
  • You want to avoid hard-coding manager names into every split table — Upline rules pay "whoever is above this agent" rather than a specific named person.

🗺️ How to Access

Upline splits are configured in two places:

  1. Define the hierarchy — Tools → Manage Agent Levels and Uplines
  2. Enable and configure upline payouts — Open a Carrier Commission Table and navigate to the Agent Splits tab.

The Logic of Uplines

Upline splitting separates two distinct pieces of information:

  • The Relationship (Who) — Defined in the Manage Agent Levels and Uplines screen.
  • The Payout (How Much) — Defined within the Carrier Table.

Step 1: Defining the Hierarchy

Before the table can pay an upline, tell the system which agents report to which managers.

  1. Navigate to the Tools menu.
  2. Select Manage Agent Levels and Uplines.
  3. Locate the writing agent and select their manager in the Upline Agent column.

Organizational Hierarchy Example

  • Andy Bernard reports to William Tell.
  • Larry Dallas reports to Jack Frost.

Manage Uplines Menu Setting Upline Relationships

Step 2: Enabling Upline Payouts on the Table

Once the relationships are set, configure your Carrier Commission Table to use them.

  1. Open your Carrier Commission Table and select the Agent Splits tab.
  2. Check the box for Pay Agent Upline. This tells the system to look at the hierarchy defined in Step 1.

Enable Upline Payouts

Step 3: Setting the Override Amounts

Define how much the upline agent should receive. You are setting the rule for the "Upline Role," not a specific named person.

  1. Click the Create Individual button.
  2. Select the agent who serves as the Upline (e.g., William Tell).
  3. The system automatically labels the level as UPLINE because the payout is triggered by the hierarchy, not the agent's rank.
  4. Set the commission percentage (e.g., 50% or 10%).

Setting Upline Amount for William Setting Upline Amount for Jack

Final Table Review

Your table now acts as a dynamic engine that pays whoever is "above" the writing agent in the hierarchy.

Final Upline Table Result

How It Calculates

Writing (Primary) Agent Their Payout Their Upline Upline Payout
Andy Bernard 20% William Tell 50%
Larry Dallas 30% Jack Frost 10%
Any Other Agent Based on Level None 0%

What Happens During Processing

  • Depth — Upline hierarchies are not limited to one level. You can have multiple tiers (Agent → Manager → Director) and set payout rules for each tier.
  • Flexibility — If an agent changes managers, update only the Manage Agent Levels and Uplines screen once. Every policy that uses an Upline table will automatically begin paying the new manager correctly.

🔧 Troubleshooting

The upline is not receiving a payment. Verify that the Pay Agent Upline checkbox is checked on the Carrier Commission Table and that the writing agent has an Upline Agent assigned in the Tools menu.

I want to use both Agent Levels and Uplines together. Yes, this is supported. You can pay an agent based on their Junior/Senior rank while simultaneously paying their manager via the Upline rule.

Need help? Contact support@commission-tracker.com