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Scheduled Carrier Table

The Scheduled Carrier Table is used for fixed-dollar commission payouts. Rather than calculating a percentage of premium, the carrier pays a set dollar amount for each payment position. The number of rows in the table must match the number of payments expected per term.

💡 Why Use This

Use a Scheduled Carrier Table when:

  • Your carrier pays a flat dollar amount per payment — Rather than a percentage of premium, the carrier pays a fixed fee per month or per policy.
  • Commission varies by year — You can define different dollar amounts for Term 1, Term 2, and so on.
  • You need to stop commission tracking at a specific milestone — Setting a term to $0.00 ends commission tracking after that point.

🗺️ How to Access

  1. Open the Carrier record.
  2. Navigate to the Commission Tables section.
  3. Select Scheduled as the table type and click Add.

Configuration Example

Scheduled Table Example

  • Monthly Payout — Add 12 rows at $10.00 each for a monthly payment schedule.
  • Renewal Logic — Add Term columns to define different amounts for Year 1, Year 2, etc.
  • End Dates — Set a later term (e.g., Term 99) to $0.00 to stop commission tracking at that milestone.

Row Alignment

Always ensure the number of rows in your table equals the Number of Payments Per Term on the policy. A mismatch will cause incorrect expected commission calculations.

🔧 Troubleshooting

My expected commission is calculating incorrectly for a scheduled policy. Verify that the number of rows in the Scheduled Table matches the Number of Payments Per Term set on the policy screen. A mismatch between the row count and payment count is the most common cause of discrepancies.

Commission is still calculating after the policy should have stopped paying. Check that the final term column in your table is set to $0.00 for the terms where no commission is expected.

Need help? Contact support@commission-tracker.com