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Commissions by Carrier

The Commissions by Carrier report provides a detailed 12-month financial breakdown of all revenue generated by each carrier. By itemizing payouts into Commission, Bonus, and Override categories, it gives a clear view of how each carrier contributes to your agency's bottom line over a calendar year.

💡 Why Use This

Use this report when:

  • Tracking seasonal revenue trends — Identify which months produce the highest volume of commissions across your carrier list.
  • Analyzing revenue streams — See the exact split between standard commissions, bonuses, and overrides for every policy.
  • Conducting carrier performance reviews — Evaluate which carriers are your top producers based on total annual revenue.
  • Annual planning — Compare year-over-year carrier growth to make informed decisions for the upcoming fiscal year.

🗺️ How to Access

  1. Navigate to Reports → Carrier → Commissions by Carrier.
  2. Use the Year filter to select the 12-month period you want to analyze.
  3. Click View Report.

Commissions by Carrier Selection Screen

Report Layout

The report is sorted by Total Revenue in descending order, placing your most profitable carriers at the top.

Section Description
Client Name / Policy # / Type Identifies the client, their specific policy number, and the line of business (e.g., Health, Dental).
Jan – Dec Columns Itemizes the revenue received each month. Each month is split into three rows: Commission, Bonus, and Override.
Totals Column Displays the annual sum of each revenue category for that policy.
Summary Row Provides the grand total of all three revenue types combined.

Carrier Report Filter Parameters

Interacting with the Results

  • Revenue itemization — Unlike a simple summary, this report breaks out Override and Bonus payments separately, which is essential for verifying extra-contractual carrier payments.
  • Monthly flux — You can easily spot missed payments or months where a carrier significantly increased payouts due to enrollment spikes.

Commissions by Carrier Results Preview

🔧 Troubleshooting

A specific carrier is missing from the report. This report only includes carriers that generated revenue within the selected calendar year. If no payments were posted for that carrier in the selected year, it will not appear. Verify that payments for that carrier were imported and posted correctly.

The report shows agency revenue but not what agents were paid. This is expected — this report shows revenue paid to the agency by carriers. To see agent-specific payouts, use the Agent Commissions Earned Report.

I want to see revenue grouped by product type rather than carrier name. Use the Commissions by Carrier Table report, which groups results by carrier commission table (and therefore by product type within each carrier).

Need help? Contact support@commission-tracker.com