Troubleshooting agency commission rules

Last updated: February 27, 2026

Overview

If default agency commission rules are not applying to package policies, the issue is typically caused by one of two configuration settings. This article explains how to identify the cause and resolve it.

Determine the cause

Agency commission rules will not attach to a package policy if:

  • The commission rule's Effective Date is later than the policy's Effective Date

  • The Managed Policy checkbox is preventing rules from rolling up to the package level.

Commission rule Effective Date

  1. Check the Effective Date of the Commission Rule.

    Screenshot 2026-02-27 at 10.39.32 AM.png

  2. Check the Effective Date on the Policy record.

    Screenshot 2026-02-27 at 10.40.14 AM.png

  3. If needed, update the commission rule’s Effective Date so it is on or before the policy’s Effective Date.

Managed Policy setting

The Managed Policy checkbox prevents commission rules from rolling up to the package level.

  1. Open the package policy record.

  2. Scroll to the System Information section.

  3. Uncheck the Managed Policy checkbox.

Untitled design (14).png

  1. Click Save.

Reset the agency commission

After updating the settings, reset the commission at the Line of Business (LOB) level.

  1. Open the policy record.

  2. Navigate to the Commissions tab and click Reset Agency Commission.

Screenshot 2026-02-27 at 10.43.03 AM.png

This prompts the system to reapply the correct default commission rule.

Bulk updates

If multiple policies require updates, you can prepare files for bulk processing.

Update agency commission defaults

  1. Navigate to the Reports tab, and click All Reports.

Screenshot 2026-02-27 at 10.45.13 AM.png

  1. Search for Default Agency Commissions.

  2. Click the dropdown arrow, then select Export.

Screenshot 2026-02-27 at 10.46.33 AM.png

  1. Open the file and update the Effective Date column so each date is on or before the policy’s Effective Date (format: MM/DD/YYYY).

  2. Save the file as a CSV.

Update package policy LOBs

  1. In Reports, search for Package Policies With LOBs.

Screenshot 2026-02-27 at 10.45.13 AM.png

  1. Click the dropdown arrow, then select Export.

Screenshot 2026-02-27 at 10.49.41 AM.png

  1. Open the file and change all Managed Policy values to false.

  2. Save the file as a CSV.

Once both CSV files are prepared, contact amplo@support.com to import the updates on your behalf.