Policy Examples
Overview
This section contains real-world examples and case studies from agencies using Commission Tracker. These scenarios demonstrate how to handle various data entry challenges, from mid-term takeovers to complex renewal logic.
📖 Practical Scenarios
Policy Example 1: Takeover Business
Focus: Entering an older policy and using "Auto-Receive" to skip historically paid months. * Best for: New agencies migrating data into Commission Tracker. * Key Concept: Balancing the Origination Date with the current Term Effective Date.
💡 Pro-Tip
When following these examples, pay close attention to the Term Number and Payments Per Term. These two fields are the primary drivers for how the system calculates your expected revenue.
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