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Parent Company & Sub-Client Structure

The Parent Company feature allows you to group multiple subsidiaries or sub-clients under a single umbrella entity. This hierarchical structure is ideal for managing corporate accounts with various branches or divisions.

💡 Why Use This

Use the Parent/Sub-Client structure when:

  • A corporation has multiple subsidiaries — Each branch has its own policies, but you need a consolidated view of the entire organization's book of business.
  • Reporting by organization — The Parent Company record provides totals across all sub-clients while keeping individual subsidiary data separate.
  • Managing large group accounts — Group clients with distinct divisions can be organized under a parent to avoid commingling data.

🗺️ How to Access

Open any Client record. The parent company assignment is available in the client profile dropdown.

Structural Rules

Critical Rule: The 'One or the Other' Logic

A client record can have either Policies or Sub-Clients attached to it — not both at the same time.

Setting Up a Parent Company

  1. Clear Existing Policies — If your intended Parent Company already has policies, move them to another client record first.
  2. Assign Subsidiaries — Once the parent record has no policies, you can begin attaching sub-clients to it.
  3. Attach Policies to Subs — All individual insurance policies should be attached to the specific Sub-Client record, not the Parent.

Setting the Hierarchy

On the Client screen, designate the hierarchy by selecting the appropriate Parent Company from the dropdown menu for any subsidiary.

Assigning a Parent Company

Once configured, the Parent Company record provides a consolidated view of all associated sub-clients.

Sub-Client Overview

Tips

  • Standardize Naming — Use a naming convention like "ABC Corp (Parent)" to make searching easier.
  • Check for Policies First — Before building a hierarchy, ensure your parent records have no policy data attached.
  • Move, Don't Delete — If you need to turn a policy-holding client into a parent, use the Edit Policy tool to move their policies to a new sub-client record rather than deleting them.

🔧 Troubleshooting

I cannot add a sub-client to a company. Check the Policies tab of the parent record — even one inactive policy will block the parent-client relationship. Move or reassign any policies before attempting to attach sub-clients.

The consolidated view is not showing all sub-client data. Verify that each subsidiary has the correct parent company selected in their client profile. Sub-clients that are not linked will not appear under the parent.

Need help? Contact support@commission-tracker.com