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Policy List Report

The Policy List Report generates comprehensive lists of policies organized by Client, Carrier, or Agent. It is the primary tool for auditing your book of business, tracking renewals, and verifying policy imports.

💡 Why Use This

Use this report when:

  • Auditing your book of business — Get a complete view of all policies under management, filtered and grouped by your preferred criteria.
  • Monitoring renewals — Filter by Renewal Date to identify which policies are coming up for renewal and manage retention efforts.
  • Verifying imports — After a bulk policy import, filter by Import Policy Session to confirm all data mapped correctly.
  • Tracking terminated policies — Use the Client Name version 2 format to include Termination Dates for inactive policies.

🗺️ How to Access

The Policy List Report can be accessed from a quick link on the main screen or through the Reports menu.

Policy Report Quick Link

  1. Select your Group By option: Client, Carrier, or Agent.
  2. Set your Date Filter (Origination, Effective, or Renewal date).
  3. Choose a report format (see below).
  4. Click View Report.

Policy Report Setup Screen

Report Formats

The report offers multiple views depending on whether you need a simple policy list or detailed premium totals.

Format Sample 1

Format Sample 2

Format Sample 3

Format Sample 4

Format Sample 5

Format Sample 6

🔧 Troubleshooting

Policies I expect to see are missing from the report. Check your date filter and status filter settings. If you are filtering by Renewal Date, only policies with a renewal date in that range will appear. Terminated policies may be excluded depending on your status filter — adjust the filter to include all statuses if needed.

The report is missing premium totals. Choose a format that includes Premium Totals. Not all format options display financial totals — select a format labeled with premium or summary data.

After a policy import, some policies are not showing. Filter by Import Policy Session and select the session you just completed. If policies are missing from that session, check the Create Policies screen for errors from that import run.

  • Policy History — View the change log for individual policies.
  • Book of Business — Valuation report with premium and commission totals by carrier or agent.
  • Create Policies — Bulk create policies from an ICS import session.

Need help? Contact support@commission-tracker.com