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Update Policies (by Carrier)

The Batch Edit tool (on the Carrier's Policies tab) lets you modify properties for multiple policies from a specific carrier simultaneously — status, agents, dates, and other fields — without editing each policy individually.

💡 Why Use This

Use Batch Edit when:

  • A carrier changed commission structures or rates — Update the Carrier Commission Table assignment across all affected policies at once.
  • You need to terminate a group of policies from one carrier — Bulk-set termination dates without opening each policy.
  • You want to reassign a primary agent across a carrier's book — Apply the change to all matching policies in one step.

🗺️ How to Access

  1. Open the Carrier record.
  2. Click the Policies tab.
  3. Click Batch Edit.

Batch Edit button on the Carrier's Policies tab

Features

Bulk Update Grid

  • Bulk Editing — Change status, agents, or other properties for many records at once.
  • Flexible UI — Click column headers to sort, or drag and drop columns to reorder your view for easier scanning.

Termination Date Reminder

When bulk-terminating policies, always select a specific Termination Date. If left blank, the system defaults to today's date, which may not match the actual termination date on the carrier statement.

🔧 Troubleshooting

The policies I need to update are not appearing in the list. Confirm you are on the correct carrier record. Policies appear in this grid only if they are assigned to the selected carrier.

I applied the wrong termination date to a group of policies. Open each affected policy individually and follow Changing the Termination Date — there is no Termination Date field to type in; the date is re-entered by setting the policy to Active, saving, then back to Terminated. There is no batch undo for this operation.

Need help? Contact support@commission-tracker.com