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Detail (by Primary Agent)

The Detail (by Primary Agent) report groups an agent's commission earnings under the name of the Primary Agent listed on each policy. It is particularly useful for managers and override recipients who want to see which team members' policies are generating their earnings.

💡 Why Use This

Use this report format when:

  • A manager receives overrides on policies written by their team — The report shows exactly which producer's policies are generating the override income.
  • Two agents split a case — A secondary agent can track their earnings by the lead producer.
  • You want team performance visibility — See which primary producers are driving the most residual income for a given recipient.

🗺️ How to Access

  1. Navigate to Reports → Agent Commissions Earned Report.
  2. Select Detail (by Primary Agent) from the format options.
  3. Set your date range and click Show Report.

Detail Report by Primary Agent Sample

Report Layout

Data Point Description
Primary Agent The "Writing Agent" listed on the Policy Information screen — the grouping header for each section.
Client Name The specific policyholder associated with the transaction.
Date Paid The date the carrier payment was posted.
Agent Commission The final dollar amount earned by the agent viewing the report.
Subtotals Total dollar amount earned for all business written by each Primary Agent.

Agency gross commission is hidden in this format — agents see only their personal earnings and policy details.

Other ACE Report Formats

🔧 Troubleshooting

Some policies show "Unknown" as the Primary Agent. The policy was created without a Primary Agent assigned. Open the policy, navigate to the Policy Information screen, and select the correct Primary Agent from the dropdown. Future payments will group correctly after the assignment is saved.

If the recipient is the Primary Agent on their own policies. Their earnings simply group under their own name — the report works the same way regardless of whether the recipient and the Primary Agent are the same person.

Need help? Contact support@commission-tracker.com