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Policy Type

Policy Type is a mandatory field used to specify the product or coverage type for a policy. Most reports in Commission Tracker can be filtered by this field, allowing for detailed production analysis by product line.

💡 Why Use This

Policy Type is required on every policy and is used when:

  • Categorizing your book of business — Filter reports by product line (e.g., Dental vs. Life) to analyze revenue by coverage type.
  • Distinguishing duplicate policy numbers — When two policies share the same number, Policy Type is one of the key fields used to tell them apart during imports.
  • Standardizing reporting — Consistent type names produce clean, comparable data across all carrier and client reports.

🗺️ How to Access

The Policy Type field is on the Policy screen within the Policy Information section. Policy Types are managed under Tools → Edit Policy Types.

Managing Policy Types

Edit Policy Types

  • Location — Tools → Edit Policy Types.
  • Requirement — Required for every new policy.
  • Capacity — Supports up to 30 characters; create as many types as needed.

Policy Screen Selection

Examples

  • General — Life, Health, Dental, Vision.
  • Specific — Small Group Health, Large Group Health, 10-Year Term.

Best Practices

  • Consistency — Use clear, standardized names to ensure clean reporting. Avoid variations like "Health" and "Med" for the same product.
  • Granularity — Use specific types if you want to track the performance of different sized groups or niche products separately.

🔧 Troubleshooting

The Policy Type I need is not in the dropdown when creating a policy. Go to Tools → Edit Policy Types and add the new type. Once saved, return to the policy screen — the new type will appear in the dropdown immediately.

I need to rename an existing Policy Type. You can rename a type at any time in Tools → Edit Policy Types. The system automatically updates every policy currently assigned to that type.

Need help? Contact support@commission-tracker.com