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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.

✏️ What You Can Change

The Update box lists every field a batch can set: Carrier, Carrier Table, Client Name, Policy Status, Termination Date (only when Policy Status is Terminated; the box starts at today's date, so change it to the actual termination date), Pay Agent, Policy Type, Primary Agent, Revenue Group and 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.

Moving policies to another carrier

On this screen the Carrier Table box is locked. To move policies to another carrier, use the old carrier's own Batch Edit, where you can pick the new carrier's matching table. See Moving Policies to Another Carrier.

🔧 Troubleshooting

I applied the wrong value, for example the wrong termination date. Run the update again with the right value: select the same policies, set the field to the correct value (for a termination date, set Policy Status to Terminated and pick the correct date in Termination Date), and click Update. The new value 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 the update again on the same policies, set the field back to its old value, and click Update.

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