Create New Client
In Commission Tracker, a Client represents the individual or organization (group) that purchases coverage from a carrier. You must establish a client record before you can Create a New Policy. A single client record can act as a hub for multiple policies, such as health, life, and dental.
💡 Why Use This
Every policy requires a client record. Create a client when:
- Adding a New Policyholder — Before creating any policy, the client must exist in the system.
- Managing a Group Account — A single client record can hold multiple policies and track employee counts across all of them.
- Organizing by Hierarchy — Subsidiaries can be linked to a parent company using the Parent Company / Sub Client feature for consolidated reporting.
🗺️ How to Access
Navigate to the Client section and select Add Client to create a new record.
Video Tutorial
If the video below does not play, please copy and paste this link into your web browser: https://www.youtube.com/watch?v=Yh4SYP8RSW8
The Client Profile
The Client screen captures high-level demographic data and reporting filters used to organize your book of business.
Key Fields
| Field | Description |
|---|---|
| Client Name | The primary name of the individual or company (Max 50 characters). |
| # of Emps | Used for group policies to track employee counts. This serves as a filter in various reports. |
| Client Type | A customizable filter created in the Tools menu to distinguish between "Individual," "Group," or other segments. |
| Cust ID | An optional field to store external identification numbers often found on carrier statements. |
| State | Essential for tax-time reporting and regional audits via the Commissions by State report. |
| DOB | The client's date of birth. The system automatically calculates and displays the client's current age. |
Managing Client Visibility
If a client no longer has active coverage, check the Client Is Inactive box. This hides them from your main navigation tree without deleting their historical data.
- Notes — Use the Enter/Show Notes section to log specific client interactions or unique administrative requirements.
- Hierarchy — If a client is a subsidiary of a larger organization, use the Parent Company / Sub Client feature to link them for consolidated reporting.
🔧 Troubleshooting
A client bought a second policy — do I need to create a new client record? No. Find their existing record in the tree view and add the new policy under the Policies tab.
I need to change a client's name after policies have already been created. Yes, this is safe. Updating the name on the Client screen will automatically reflect on all associated policies and reports.
🔗 Related Topics
- Client Contact Info — Add contact name, address, phone, and email details to a client profile.
- Contacts — Full walkthrough of the Contacts window.
- Parent Company / Sub Client — Link subsidiary clients for consolidated reporting.
- Create New Policy — Create a policy under a client record.
Need help? Contact support@commission-tracker.com