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Update Policies (by Agent)

The Batch Edit tool (on the Agent's Policies tab) lets you manage an agent's entire book of business by applying bulk changes to status, dates, plans, or other fields across all policies assigned to that agent.

💡 Why Use This

Use Batch Edit when:

  • An agent leaves or retires — Terminate or reassign their entire book in one operation.
  • An agent's primary status changes — Update policy statuses or splits across their full portfolio at once.
  • You need to audit one agent's policies — The grid view gives a consolidated look at every policy assigned to that agent across all carriers.

🗺️ How to Access

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

Batch Edit button on the Agent's Policies tab

Features

Bulk Update Agent Grid

  • Bulk Editing — Apply changes to status, plans, or dates across all policies for a single agent.
  • Custom View — Sort by clicking column headers and rearrange columns with drag and drop to keep the most relevant data visible.

Verify Termination Dates

When bulk-terminating an agent's policies, always double-check the Termination Date before applying. An incorrect date causes historical reporting errors that must be corrected policy by policy.

🔧 Troubleshooting

The policies I expect to see are not in the grid. Confirm you are on the correct agent record. Only policies where this agent is the Primary Agent appear in the grid. Policies where the agent is a secondary split recipient are not shown here.

I applied the wrong termination date and need to correct it. Open each affected policy 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 tool.

Need help? Contact support@commission-tracker.com