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Commissions by Carrier Table

The Commissions by Carrier Table report provides a high-level financial summary of your agency's revenue grouped by the specific commission schedules you have created. It lets you analyze performance based on product lines or contract types across your entire book of business.

💡 Why Use This

Use this report when:

  • Analyzing product profitability — Compare total revenue generated by Dental vs. Vision vs. Life across all carriers.
  • Auditing table usage — Identify which commission schedules are most active and confirm that policies are linked to the correct tables.
  • Strategic planning — Determine which product types are growing or shrinking to better allocate marketing resources.

🗺️ How to Access

  1. Navigate to Reports → Carrier → Commissions by Carrier Table.
  2. Set your Date Range based on the payment date or billing month you want to analyze.
  3. Click View Report.

Commissions by Carrier Table Selection

Understanding the Results

The report aggregates financial data based on the Carrier Commission Table assigned to each policy and shows:

  • Total Premium — The total volume of business associated with that table.
  • Agency Commission — The total actual revenue received by the agency.
  • Agent Splits — The total amount paid out to agents for those specific tables.
  • Net House — The final amount retained by the agency after all splits are paid.

The system queries all posted payments within your selected date range and categorizes every dollar based on the Carrier Commission Table linked to the policy at the time of payment.

Commissions by Carrier Table Results Preview

🔧 Troubleshooting

A "System - None" entry appears in the report. This occurs when policies have no Carrier Commission Table assigned. Review the affected policies and assign the appropriate table so your product-line reporting is accurate going forward.

The report does not show individual client names. This is a summary-level report designed for high-level financial analysis. For a client-level breakdown, use the Book of Business or the Carrier Table Report.

A product type I expect to see is missing. Confirm that payments for those policies were posted within the selected date range, and that the policies have the correct Carrier Commission Table assigned. If the table was recently reassigned, only future payments will reflect the new table.

Need help? Contact support@commission-tracker.com