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Update All Policies

The Update All Policies tool applies bulk changes across policies from all agents and carriers simultaneously. It is the broadest of the three policy update tools, designed for agency-wide modifications.

💡 Why Use This

Use Update All Policies when:

  • You need to make a change that crosses multiple carriers and agents — Status updates, reassignments, or field corrections that span your entire book of business.
  • You are reassigning policies globally — For example, changing the primary agent or revenue group across all policies with a specific property.
  • Carrier-specific or agent-specific tools are too narrow — Use this when the scope of the change exceeds a single carrier or agent.

🗺️ How to Access

Navigate to Tools → Update All Policies.

Step-by-Step

  1. Navigate to Tools → Update All Policies.
  2. Use the grid filters to identify the specific policies that require changes.
  3. Select the target policies.
  4. Apply the desired property update.

Menu Location Update Grid

Use Filters for Precision

The grid supports sorting and filtering by carrier, agent, status, and other fields. Always filter down to exactly the records you intend to modify before applying any bulk change.

🔧 Troubleshooting

I applied a change to the wrong policies. Bulk updates cannot be automatically reversed. Identify the affected policies, and correct each one individually. For termination date errors, update the Termination Date field directly on each policy's record.

The update grid is showing too many records to work with. Use the column filters to narrow the list before selecting. Sort by a relevant field such as Carrier, Status, or Agent to group similar records and select only the intended subset.

Need help? Contact support@commission-tracker.com