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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 — carrier, carrier table, status, agents, dates, and other fields — without editing each policy individually.

💡 Why Use This

Use Batch Edit when:

  • A carrier moved your policies to another carrier — Move them to the new carrier and its matching carrier table in one batch per table (see Moving Policies to Another Carrier).
  • 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. Click Carriers at the top-left of the Policy List screen and select the carrier.
  2. Click the Policies tab below the carrier's details.
  3. Click Batch Edit on the policy grid's toolbar.

Batch Edit button on the Carrier's Policies tab

Features

Bulk Update Grid

  • Bulk Editing — Change the carrier, carrier table, 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 pick the Termination Date. The Termination Date box starts at today's date, which may not match the actual termination date on the carrier statement — change it before you click Update.

✏️ What You Can Change

The Update box lists every field a batch can set:

  • Carrier — moves the selected policies to another carrier (see Moving Policies to Another Carrier).
  • Carrier Table
  • Client Name
  • Policy Status — choosing Terminated turns on the Termination Date box.
  • Termination Date
  • Pay Agent
  • Policy Type
  • Primary Agent
  • Revenue Group
  • Agent ID Assigned By Carrier

A box left on ** No Changes ** (or empty) keeps each policy's own value. Tick Include All Terms of Policies to change every term of each selected policy; leave it unticked to change only the term shown in the grid. Changing the Carrier or Client Name always changes every term, so the box ticks itself.

Before it changes anything, Update Policies checks the fields ticked under Policy Matching ("When Updating Do Not Allow Two Policies To Have The Same"). If the change would leave two policies the same on those fields, for example the same policy number already under the new carrier, it stops with "Changes To Policy ... Will Produce Duplicates" and changes nothing.

🔁 Moving Policies to Another Carrier

When a carrier moves your policies to another carrier (for example, a plan migration), move them here instead of one by one. Work one carrier table at a time, so each policy lands on the matching table of the new carrier:

  1. Open the old carrier's Policies tab and click Batch Edit.
  2. Click the Carrier Table column header to sort, then select only the policies on one table (for example, every Employee policy).
  3. In Carrier, pick the new carrier. Commission Tracker warns that the carrier table will be set to None by default.
  4. In Carrier Table, pick the new carrier's matching table (for example, its Employee table).
  5. Click Update, check the list of changes, and click OK.
  6. Repeat steps 2–5 for each carrier table.

Pick the carrier table every time

When you change the carrier, the carrier table switches to None unless you pick one. Policies on None get no expected commission from a carrier table.

Payment history moves with the policy

A carrier change applies to every term of the policy, and payments already posted stay on their policies. In reports by carrier, those older payments show under the new carrier.

After the move, open Statement Errors and click Retry Payments for the statement rows that failed with "Policy Does Not Exist For This Carrier".

🔧 Troubleshooting

The policies I need to update are not appearing in the list. Confirm the correct carrier is selected in the Carriers list before you click Batch Edit. 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. Run Batch Edit again with the right value: select the same policies, set Policy Status to Terminated, pick the correct date in Termination Date, and click Update. The new date replaces the wrong one in one pass.

Changed the wrong thing? There is no undo button, but every change is recorded. Open one of the policies and click History: the change shows as old > new (for example Status: Active > Terminated) with Source Update Policies. Then run Batch Edit again on the same policies, set the field back to its old value, and click Update.

Need help? Contact support@commission-tracker.com