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Agent Commissions: Detail (By Carrier)

The Detail (By Carrier) report is a specialized version of the Agent Commissions Earned statement. It organizes an agent's earnings by grouping transactions under their respective insurance carriers. This format is ideal for agents who need to verify their payouts against specific carrier statements or carrier-specific production goals.

Report Overview

This report provides a granular look at every payment received within a specific date range, subtotaled by the carrier.

Key Features:

  • Carrier Subtotals: Every section concludes with a total for that specific carrier, allowing agents to see which providers are driving their highest revenue.
  • Detailed Transparency: Lists the Client Name, Policy Number, Payment Date, and the specific Commission amount earned for every transaction.
  • Audit Ready: Clearly shows the percentage split used to calculate the agent's portion of the agency's total received commission.

How to Read the Report

The layout is designed to flow from the broadest category (Carrier) down to the individual payment event.

Agent Commissions by Carrier Report Sample

Columns and Data Points:

  • Carrier Name: The primary grouping header for each section.

  • Client Name: The individual or group associated with the payment.

  • Commission Amount: The specific dollar amount allocated to the agent.

  • Total per Carrier: A bolded subtotal found at the bottom of each carrier's section.

Use Cases

Scenario Why use this report?
Carrier Reconciliation When an agent believes a specific carrier (e.g., Aetna) is underpaying them, this report allows them to audit only that carrier's transactions.
Production Analysis Helps agents identify which carriers are most profitable for their specific book of business.
Monthly Statements Use this as a supplemental attachment to standard commission checks for highly detailed producers.

Troubleshooting

Q: Why don't the totals match my "Summary" report? A: Ensure the date ranges are identical. If they match, check if any policies are missing a Carrier Assignment, as those transactions may be grouped under "Unknown" or omitted depending on your filters.

Q: Can I run this for the entire agency? A: Yes. While typically used for individual agents, administrators can run this report for all agents to see a carrier-by-carrier breakdown of total agency payouts.

Questions about your commission breakdown? Contact support@commission-tracker.com