Multiple Primary Agents (Agent Sharing)
The Multiple Primary Agents feature allows two or more agents to share a policy. While only one agent is listed as the "Primary Agent" on the main screen, both agents receive commissions based on their own specific contract levels and uplines.
💡 Why Use This
Use Agent Sharing when:
- Two agents co-wrote a policy — Each agent receives their portion of the commission based on their agreed share percentage.
- Agents have different levels or uplines — The system calculates each agent's commission individually using their own level and upline rules before applying the share percentage.
- A standard single-agent split doesn't reflect your agreement — Sharing lets you define the exact percentage each co-writer receives.
🗺️ How to Access
The Multiple Primary Agents button is located at the bottom of the Policy screen.
Requirements
- You must be using Carrier Table Agent Splits (Using Agent Uplines).
- The Pay Agent Upline checkbox must be checked in the Carrier Commission Table.
Configuration
- Click the Multiple Primary Agents button at the bottom of the Policy screen.
- Enter the agents and their respective split percentages (e.g., Andy 50% / Larry 50%).
- Click Save.
The system will calculate each agent's earnings based on their individual Upline and Level rules, then apply the shared percentage.
Example Result
If Andy and Larry share a policy 50/50:
- Andy receives 50% of his standard 20% commission (10%).
- Larry receives 50% of his standard 30% commission (15%).
- Uplines (William and Jack) each receive 50% of their standard override amounts.
🔧 Troubleshooting
The Multiple Primary Agents button is not visible on the Policy screen. Verify that the Pay Agent Upline checkbox is checked on the Carrier Commission Table assigned to this policy. The feature requires upline logic to be enabled.
One of the shared agents is not receiving their commission. Confirm that both agents are active in the system and that the share percentages add up correctly. Also verify each agent has the correct Level and Upline assignments in Tools → Manage Agent Levels and Uplines.
🔗 Related Topics
- Agent Commission Splits — Overview of all split methods.
- Carrier Table Agent Splits (Using Agent Uplines) — Required for agent sharing to work.
- Manage Agent Levels and Uplines — Set up and maintain agent hierarchy.
Need help? Contact support@commission-tracker.com