List of Create Policy Sessions
The List of Create Policy Sessions is a historical archive of every time the Create Policies utility was used. It lets administrators track bulk policy creation events, identify who created specific batches, and audit the data that was mapped from carrier statements.
💡 Why Use This
Use the session list when you need to:
- Verify a bulk creation was completed correctly — Review which policies were created during a specific session and confirm the data mapped as expected.
- Identify the source of incorrect policies — Find which user ran the session and what carrier statement was used.
- Match import events to your book of business growth — Correlate carrier statement imports with when policies entered your system.
🗺️ How to Access
This screen is available from the Import menu or from within the Create Policies workflow after a session completes.
Understanding the Session List
Every time you click Create Policies in the policy creation utility, a unique session record is generated.
| Column | Description |
|---|---|
| Session ID | A unique system-generated number assigned to each bulk creation event. |
| Created Date | The timestamp of when the policies were officially committed to the database. |
| User | The login name of the staff member who performed the bulk creation. |
| Count | The total number of policies generated during that session. |
Session Preview and Audit
Select a session from the list to view a preview of the policies created during that event. This is useful for verifying that data was mapped correctly from the original carrier statement.
Key uses:
- Verification — If policies were created with the wrong Policy Type or carrier table, identify the exact session and user to prevent future mapping errors.
- Import History — Match commission statement imports to the growth of your book of business.
- Data Recovery — Locate recently automated policies to perform bulk edits or split adjustments.
🔧 Troubleshooting
I need to undo an entire session's worth of policies. The List of Create Policy Sessions is an audit screen only — policies cannot be reversed from here. Use Reverse Import Policy Session from the Import menu to remove policies created in a specific session.
Manual policies I created aren't showing in this list. This list only tracks policies created through the Create Policies automation tool (typically triggered during carrier statement imports). Policies added manually through the Client or Policy screen are not part of a session and do not appear here.
I can't find the session I'm looking for. Sort the list by date or user to narrow it down. Sessions are listed in reverse chronological order by default. If the session is very old, it may have been archived.
🔗 Related Topics
- Create Policies — The utility that generates session records.
- Importing Policies — Bulk policy import from Excel files.
- Mapping Data — Configure how carrier file data maps to policy fields.
- Reverse Import Policy Session — Remove policies created in a specific session.
- Update Policies (by Carrier) — Bulk-update policies from a specific carrier.
Need help? Contact support@commission-tracker.com