How to Match Multiple Pending Commissions to Existing Policies

How to Match Multiple Pending Commissions to Existing Policies

Pending commissions occur when a commission is imported but cannot be automatically matched to an existing policy in the system. The PENDING - MATCH TO EXISTING feature allows you to match these commissions in bulk to the correct Pending policy in the application.

When to Use This Feature

Use Pending – Match to Existing when:
  1. A commission statement was imported successfully
  2. The commission appears as Pending
  3. The policy already exists in the system with a Pending status and no policy number
  4. You want to match multiple pending commissions at once
Tip: If policies do not exist yet, use PENDING - CREATE NEW POLICY instead.

How Pending – Match to Existing Works

  1. All pending commissions from all carriers appear on the Pending page
  2. The system looks for eligible policies by matching:
    1. Policy status (Pending)
    2. Carrier
    3. Client last name from the commission statement
  3. Eligible policies are shown as selectable options
  4. When matched, the policy number from the commission statement is added to the policy, and the commission is linked to it


Step-by-Step Instructions

  1. From the Main Menu, click Commissions.
  2. Click PENDING - MATCH TO EXISTING.
  3. A list of pending commissions will appear for all carriers.
  4. For each commission:
    1. Review the list of eligible pending policies
    2. Click Match next to the correct policy
  5. Repeat as needed for additional commissions.

Important Notes

  1. Only policies with a Pending status will appear as match options.
  2. The policy number from the commission statement is automatically added to the matched policy.
  3. Once matched, the commission is removed from the Pending list.
  4. This process can be completed in bulk, saving time when working with multiple commissions.

Common Issues & Tips

  1. If no eligible policies appear, confirm the policy exists and is marked as Pending.
  2. If commissions remain pending after matching, verify that the commission map is up to date.
  3. If policies do not exist yet, return to the Commissions page and use PENDING - CREATE NEW POLICY instead.