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Update Policies (by Carrier)

The Update Policies (by Carrier) tool 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 Update Policies (by Carrier) 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 Update Policies.

Features

Update Policies Button 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 correct the Termination Date on the Policy Information screen. There is no batch undo for this operation.

Need help? Contact support@commission-tracker.com