March 23, 2023 7.00.9937 - Release
Notes:
March 03, 2023 7.00.9935 - Release
Notes:
o Edit Payment History - This version adds the ability to Edit and Repost a payment.
So if you need to edit a payment, you need to first Delete the payment and then
go to the list of Deleted Payments and use the <Edit/Repost> button to
make changes to the payment and Repost it.
o
Agent Commissions Earned report – has a new and
improved Raw Data format option that exports perfectly to Excel for creating
your own reports.
o Exporting Reports – all reports can now be exported to Excel without any formatting issues.
o Filtering Reports – all reports now list the filtering options used to create the report
at the top of each page.
o Import Policies – the old (and obsolete) Import Policies program has been
completely retired. The New Import Policies program is much more flexible.
December 09, 2022 7.00.9930 - Release
Notes:
o Create Policies - has a new Client Name Matching feature. Instead of creating a
new Client Name it will first try to match any existing client names.
o
Agency Payments Received report - now separates
Premium Amount and Subscriber Count into different columns (for PPS/PEPM
policies).
o Agency Payments
Received report - can now be exported to Excel without any
formatting issues. The rest of the reports will be fixed in the next release.
October 01, 2022 7.00.9925 - Release
Notes:
·
Renew Policies - will now notify the user if a partial term (a policy with less
than a 12-month term) is found. The user will be asked if they would like to
adjust the policy to a full 12-month term with 12 payments. This is useful for
Medicare policies where the first term might have been 3 months, but the
renewal needs to be a full 12-month term.
·
Renew Policies - can automatically renew a policy as many times as needed until a
specified year is reached. This is useful when a very old policy is created and
it needs to be renewed many times before the current payments can be posted to
it. You are no longer required to renew the policy one term at a time.
·
Renew Policies - A "Renew All" button has been added
·
Import Carrier Statement Errors - The error "Payment Is For A Future Term" can now be automatically fixed for
you by clicking "Retry Payments". Previously only the error
"Payment Is For The Next Term" could be
automatically fixed. The error "Payment Is For A
Future Term" had to be manually fixed.
·
Import Carrier Statement Errors - A "Retry
All" button has been added
·
Reconcile - now remembers several dates for you, including the Receive
Date and Check Date on the Main screen and the From/To Dates on the "Show
Outstanding" screen.
·
Policy Screen – “Receive Payment”,
“Partial/Chargeback” and “Bonus/Override” – Those buttons will now autofill
Check Date based on the Receive Date setting and remember the last Receive
Date, Check Date and Check Number entered by the user.
·
Import Carrier Statement Mapping – Next to the “Billing
Date Column” is a new checkbox called “Paid-To Date”. You no longer need to
edit the spreadsheet file and subtract 1 month from a Paid-To Date column to
create a Billing Date column. If this option is checked then then the importer
will subtract 1 month from the date on the spreadsheet and import the adjusted
date for you as the Billing Date.
·
Import Carrier Statement - A “Notes” button has been added to the
Import Carrier Statement screen and Create Policies screen. This is where you
should write specific notes to help you remember how to setup the import,
correct import errors and create new policies. If no notes exist the button
will be yellow. If notes exist the button will be red.
·
Import Files Names - The entire import file name used in
Import Carrier Statement will now be displayed on ALL screens in the software.
We are no longer cutting off the import file name. This means if you have a
really long spreadsheet file name you will be able to see the entire name in
the Reverse Import program and in the Agency Payments Received report when
filtering by import session name. It is also displayed correctly now in Payment
History and Import
Carrier Statement Errors. Please note that only NEW imports will display the full file
name. The imports you have already completed will still be cut off at the old
size limit.
September 09, 2022 7.00.9921 -
Release Notes:
·
More improvements have been made to the Import Carrier
Statement Mapping screen:
1.
A preview of the spreadsheet has been added to the bottom of the
Mapping screen. This will make it easier to find the correct columns when
configuring a mapping.
2.
You can now select which row of a spreadsheet contains the Column
Headings. This means you no longer need to modify a spreadsheet by deleting all
rows above the Column Heading row before importing a spreadsheet. ICS will
remember where to find the Column Heading row and ignore all rows above the
Column Heading row.
3.
In the Mapping preview, the Column Heading row(s) will be
highlighted in green.
4.
In the Mapping preview, all rows above the Column Heading row will
be highlighted in gray and ignored during the import.
·
The Discrepancy Report now has options to include:
1.
Billing Months That Have Not Received A Payment (missing payments)
2.
All Payments Received (include payments without a discrepancy)
The first option
allows you to see payments you haven't received along with payments that have a
discrepancy. This gives you a full picture of missed revenue.
The second option
allows you to see the payments that do not have a discrepancy along with
payments that do have a discrepancy.
If you check both
options every payment due for a policy will be included regardless of how much
was (or was not) received.
·
Import Carrier Statement will now remember the last Receive Date used so
it doesn't have to be re-entered for every import session.
·
The totals at the bottom of the Import Carrier Statement Errors
screen have been improved. The total no longer includes Skipped or Deleted
payments. It made more sense to only include Posted and Pending payments in the
total.
·
The Deleted Payments screen (in Payment History) now allows
the user to Repost All payments at once.
·
The Effective Date of a policy can now be changed even
after payments have been received. The user will be warned if an existing
payment will become invalid because the Billing Date of that payment is now
outside the new date range of the policy.
·
When manually Renewing a
partial term policy, the user will now be asked if they would like to adjust
the policy to a full 12-month term with 12 payments. If the user clicks YES
then do not ask for a new Premium. If the user clicks NO, then it behaves as it
always has and asks for the new Premium.
·
A new option was added to the Options Menu to disable the
warning message when manually editing a policy and payments have already been
received. The message can be annoying when manually editing several policies in
a row.
·
A new option was added to the Options Menu to disable the
Agent Commission Splits Warning message when manually receiving a payment to a
policy and all commissions are going to The House because the Agent Split Table
is blank. If user wants commissions to always go to The House then it can be
annoying to always receive this warning.
June 18, 2022 7.00.9917 - Release Notes:
·
New features have been added to Import Carrier Statements.
You can now map the Worksheet name on the mapping screen. Transaction Type is
now an option that is set on the mapping screen so it will be remembered by the
software. Check Number now defaults to the Import File Name for convenience.
Also ICS can now recognize dates on a carrier statement in the format: YYYYMM,
so there is no longer a need to convert dates to the standard MM/YYYY format
before importing the statement.
·
It is now possible to UnDelete
a payment from the Payment History screen. Click the Deleted Payments button on
the Payment History screen to see a list of payments that have been deleted.
Click the new Repost button to re-enter the payment. NOTE - the payment be
applied using the CURRENT Policy Carrier Table and Agent Split settings. This
is extremely useful if you have entered a payment and then discovered that the
agents were paid using incorrect settings. Simply delete the payment, make the
necessary corrections and then Repost the payment.
·
Quick Reports have been added to the main screen so you can quickly access our
3 most popular reports: Agency Payments Received (APR), Agent Commission Earned
(ACE) and Policy Report. These 3 reports buttons are located to the right of
the View Cloud Files button.
·
Delete All Payments has been added to the Tools menu just below the Delete All
Policies program. This program allows you to delete just payments, based on
filters you set, without deleting any Clients or Policies.
·
A bug was fixed in Agent Commission Earned. When emailing
more than 75 agents at a time the system would crash. This has been fixed and
sending emails is much faster now too.
·
A bug was fixed on the Policy screen. When adding a new
Agent Split at the bottom of the screen the software would randomly freeze and
crash, forcing the user to restart the software.
|
May 20, 2022 7.00.9914 - Release Notes: |
|
·
Import Carrier Statements now has the ability to import CSV formatted files. You
no longer need to convert your CSV files to the Excel format before importing.
Carrier statements that can only be downloaded in the CSV format can now be
imported directly by Import Carrier Statements! |
April 20, 2022
7.00.9912 - Release Notes:
|
·
A list of "Preset" Date Ranges have
been added our 6 most popular reports. By selecting on of these presets such
as "Last Month" or "Last Year" the From
and To dates will automatically populated for you. o
Payment Discrepancy o
Book of Business o
Agency Payments Received o
Agent Commissions Earned o
Agency vs Agent Commission Comparison o
Policy List |
|
·
Many of the report filter settings such as
"Date Range", "Sort and Subtotal" and "Report
Format" are now remembered by our 7 most popular reports so you do not
have to re-enter your preferences every time you run the report. o
Accounts Receivable o
Payment Discrepancy o
Book of Business o
Agency Payments Received o
Agent Commissions Earned o
Agency vs Agent Commission Comparison o
Policy List |
April 14, 2022
7.00.9910 - Release Notes:
|
·
The rules for paying a commission type of
"Dollars" to an Agent have been improved. If the agency earns a
negative commission for the month, then the agent is a paid the Dollar amount
as a negative for the month. For example, if you setup an agent to earn a 5
Dollar commission but the agency receives a chargeback for the
month, then the agent will be paid negative $5 for the month. |
·
Loading of the Agent, Carrier and Client lists has been improved
and is faster.
April 01, 2022
7.00.9909 - Release Notes:
·
The Agency vs Agent Commission Comparison report has been added to
the Report Menu. This allows you to quickly ensure the commissions your agency
paid out are equal to the commissions your agency received. It is no longer
necessary to run the Agency Payments Received report and compare it to the
Agent Commissions Earned report. This new report uncovers if any agents were
overpaid or underpaid.
March 20, 2022 7.00.9908 – Release
Notes:
·
Agency Payments Report can now be run "By State".
Perfect for tax purposes.
·
Book of Business Report now includes a "Summary Mode"
which has a policy count.
January 26, 2022 7.00.9906 – Release
Notes:
·
It is now possible to change a Policy from using a Policy Specific
Agent Commission Split Table to a Carrier Table Based Agent Commission Table.
November 05, 2021 7.00.9905 – Release
Notes:
·
An archive of Deleted Payments has been added to the Payment
History screen. You can now see a list of deleted payments along with
information about who and when the payment was
deleted.
·
Users now have the ability to purchase additional Agent Licenses
without leaving the software and the licenses are activated immediately.
May 24, 2021 7.00.99 – Release Notes:
·
Added an alias feature to Import Carrier Statements. This solves
the issue for Clients and Agents whose names appear slightly differently on
various carrier statements. For example, the software can now be configured to
recognize that "John R Doe" and "John Robert Doe" are the same person.
December 16, 2020 7.00.98 – Release Notes:
November 23, 2019 7.00.86 –
Release Notes:
July 16, 2018 7.00.80 – Release
Notes:
July 15, 2018 7.00.79 – Minor Bug
Fixes
July 14, 2018 7.00.78 – Release
Notes:
April 10, 2018 7.00.76 – Release
Notes:
·
New
Agent Commissions Earned Report
- The new Agent Commissions Earned report
can email reports directly to all of your agents as a PDF attachment. Use the
Agent screen to setup email addresses for all of your agents. This powerful new
program will save you hours of commission statement processing time. An agent
license must be purchased for each of your agents in order to use this program.
The cost is $1 per month for each license and can be purchased on our website.
You can read about this feature here: http://cthelp.dyndns.org/help/ct/default.aspx#pageid=agent_commissions
and licenses can be purchased here:
https://www.commission-tracker.com/mystore/proddetail.asp?prod=025
·
Advanced
Agent Commission Splits - Agent
hierarchies (known as Uplines) can now be created using "Manage Agent Levels
and Uplines" in the Tools menu. These Uplines and Levels are only used by
the Carrier Table Agent Split setup. You can read about "Carrier Table
Agent Split (Using Agent Uplines)" here:
http://cthelp.dyndns.org/help/ct/default.aspx#pageid=carrier_table_agent_splits_using_agent_uplines
You can read about "Manage
Agent Levels and Uplines" here:
http://cthelp.dyndns.org/help/ct/default.aspx#pageid=manage_agent_levels_and_uplines
·
Multiple
Primary Agents - If
two or more Agents are involved in writing a new Policy, they can now
"split" the commission between them. You can read more about this
advanced feature here:
http://cthelp.dyndns.org/help/ct/default.aspx#pageid=primary_agent_sharing
·
Agent
Commission Levels - An
Agent's level is no longer defined on the Agent screen. Use "Manage Agent
Levels and Uplines" in Tools menu to set the level of all Agents on one
screen:
http://cthelp.dyndns.org/help/ct/default.aspx#pageid=manage_agent_levels_and_uplines
·
Import
Policies Auto Refresh
- You no longer need to exit and restart Commission Tracker after running
Import Policies in order to see the new policies in the tree. The tree will
automatically refresh when the import is finished. You can also manually
refresh the tree by clicking Refresh in the Options menu.
·
Delete
Policies Utility –
Quickly delete thousands of old policies from your database. The easiest way to
delete policies and all of their payments with one click of the
mouse. This new utility can be found in the Tools menu:
http://cthelp.dyndns.org/help/ct/default.aspx#pageid=delete_policies
·
Accounts
Receivable Report By Email - The
A/R report can now be sent by email directly to anyone with a CT Username. You
can setup email address for CT Users in the Tools > System Options menu. If
we receive positive feedback, we will add this feature to all reports.
·
Unsupported
Programs - The following
programs have been marked as "Unsupported" in the menus. Please use
the new Import Carrier Statement and Reconcile on the Carrier screen. We will
no longer support these programs and they will eventually go away in a future
release:
o
Old
Import Carrier Statement
o
Old
Reconcile
o
Agent
Commission Template (Replaced by Carrier Table Agent Splits)
November 15, 2017 7.00.72
– Release Notes
·
New Import for Agent
Advances – Agent
Advances can now be imported from an Excel spreadsheet (the new import is
located in the Import menu).
·
Updating Policies to Terminated
– Update
Policies now requires a Termination Date when changing the status of policies
to Terminated.
April 04, 2017 7.00.66 –
Release Notes
·
GAME CHANGER – The AutoRenew feature has been improved. The user is now
given 3 options. The new option allows the user to see a list of the policies
before the user decides whether or not to renew them.
·
GAME CHANGER – A Print feature has been added to the Import Carrier
Statement Errors program. You can now print out a list of the Import errors.
·
Several minor changes were made to New Reconcile program. A popup now
appears after successfully writing the payments. Also, Receive and Check Dates
are now reset to Today’s Date after writing the payments.
·
MAJOR
ENHANCEMENT - A new button titled "Update
Policies" has been added to the Carrier screen. The Update Policies screen
allows the user to update multiple policies for a carrier with a single mouse
click.
·
NEW REPORT -
The Polices Report has been rewritten with some additional features. The
original Policies Report is still available in this release, but will be
removed in a future release.
·
MAJOR
ENHANCEMENT - Commission Tables can no longer be "shared" among
multiple Carriers. The problem with sharing Commission Tables is that when a
shared commission table is modified by the user, it would be change it for ALL
Carriers. This could produce undesirable results. Beginning with version
7.00.40 all currently shared commission tables are being converted to
independent copies. From now on if you modify a commission table, you can be confident
you are ONLY modifying it for the selected Carrier. In addition, the old "Share Comm
Tables" button has been replaced by a button titled "Copy Commission
Tables" . Now you can "copy" commission
tables from one Carrier to another, but it will be an independent copy. The two
Carriers will not "share" the commission table.
·
Minor
Enhancement - The Import Policies template has been modified, a column name has
been changed. Users must be sure to use the latest version of the template. A
new section has been added to the online documentation entitled
"Imports". You can find more information there.
·
Minor
Enhancement - The Import Agent Splits template has been modified, new columns
have been added. Users must be sure to use the latest version of the template.
A new section has been added to the online documentation entitled
"Imports". You can find more information there.
·
Major Bug
Fix - The Import Policies program
was not always creating the default
"System - None" commission table for NEW Carriers. This bug has been
fixed and Carriers that were created incorrectly will be repaired with this
release.
·
MAJOR
ENHANCEMENT - Improved Agent Commission
Split Table Autofill by making the matching more intelligent and now explaining
how the matching was made in the popup box. Also, it will no longer match on a
policy that has an empty Agent Commission Split table; instead it will continue
searching.
·
Minor Enhancement - Added 3 new columns to Import Policies: Revenue
Group, Cust ID and Policy Status. If the Revenue Group does not exist it will
be created.
·
Report
Enhancement - Added Agent Location and
Rep # to the "% of Premium" format of Agent Commissions Earned
report.
·
Major Bug Fix - Import Policies - if the Commission Table being imported
already existed, the import would not set the Commisison
Table correctly for the Policy being imported.
·
Minor Bug Fix - Fixed a bug where Agent Locations could not be deleted
because CT thought they were still in use even though they were not in use.
·
Minor Bug Fix - The "Blank for All"
was not working in the Agency Payments Received report for the Import/Reconcile
filter list.
·
MAJOR
ENHANCEMENT - A new button has been added to the Policy screen called
"Agent Advance". This feature will be explained in detail in our
weekly newsletter. Bascially this new feature will
allow an Agency to pay an Agent a commission even if the Agency has not
received a payment from the carrier, i.e. advance money to the Agent before the
Agency receives a payment. This feature could also be used to charge an Agent
an office or advertising fee. These "advances" will appear on the any
of the standard Agent Commissions Earned report as transaction type "Agent
Adv" or "AA". A new transaction type
filter has been added to the Agent Commissions Earned report screen,
"Agent Adv", which will allow the user to
list only agent advance payments.
·
Major Bug
Fix – The new Book of Business report was not calculating correctly for
policies using a PPS commisison table.
·
Minor Bug
Fix - The mouse hourglass icon was not appearing soon enough in the new A/R, Descrepancy and Book of Business reports.
·
Minor Bug
Fix - The new Book of Business and Descrepancy
reports would crash if no Carrier was selected on the filter screen. Now a
message appears telling the user to select at least one Carrier.
·
Major
Enhancement - Added Date of Birth, Age and Customer ID to the Client by Agent
report.
·
Minor Enhancement
- Added a Policy Status filter to the Book
of Business report. Now Terminated policies can be included or excluded from
the report.
·
Minor Bug
Fix – The Policy Status filter in the New A/R report was not working correctly.
·
Minor Bug
Fix – The "Use Proxy" feature
on the Registartion screen was not working correctly.
·
Minor Bug
Fix - Book of Business report Effective
Date range filter was not working correctly.
·
Minor Bug
Fix – Standard and Custom Discrepancy reports
had a minor issue.
·
Minor Bug
Fix – Renew Policies was not accepting
decimal places when using the “Edit Premium” feature.
·
NEW REPORT -
New Book of Business report! Calculate the total value of your current book by
Carrier, Client or Primary Agent.
Minor Bug
Fix – Import Agent Splits was not requiring both a First AND Last
name for Agents.
·
NEW REPORT -
New Accounts Receivable (A/R) report showing commissions not yet received and
sorted by Billing Date.
NEW REPORT -
New Discrepancy report shows only 1 row per billing date (summarizes partial
payments). Please note that a single Policy # and Billing Date combination will
either show up in the A/R report or in the Discrepancy report, but will never
show up in both. If a payment has been posted to that Billing Date you can find
it in the Discrepancy report (if it has a discrepancy). If no payment has been
received to that Billing Date or only partial payments (adjustments) have been
received to that Billing Date, you can find it in the A/R report.
Major
Enhancement – In the File menu there is a new program to “Import Policies”. New
policies can be imported from an Excel spreadsheet (.xls
or .xlsx format). A sample spreadsheet has been
included in your CommissionTracker directory. Look for more information on this
in an upcoming Weekly Wing Tip email. You can sign up for our newsletter on our
website www.commission-tracker.com
Major
Enhancement – In the File menu there is a new program to “Import Agent
Commission Splits”. New Agent Commission Splits can be imported from an Excel
spreadsheet (.xls or .xlsx
format). A sample spreadsheet has been included in your CommissionTracker
directory. Look for more information on this in an upcoming Weekly Wing Tip
email. You can sign up for our newsletter on our website www.commission-tracker.com
Major
Enhancement – Import Carrier Statement - now you have the option to set the
Receive Date, Check Date and Check Number on the screen or import them from
columns in the Excel file.
Major
Enhancement – New Option has been added to show Active and/or Inactive Clients
in the Client Tree View. The Client screen now has checkbox to flag Inactive
clients. This is to help reduce the total # of clients in the Client Tree View.
Major
Enhancement – “Reverse Import Carrier Statement” can now also be used to
reverse a Reconcile session. The .rec extension is for reconcile sessions. The
.xls extension if for Excel imports.
Major
Enhancement – New Option has been added to NOT auto-expire
policies. After the policy renewal date has passed, the policy status will
remain the same instead of changing to “Expired”.
Major
Enhancement – Now when you edit a policy and change the policy status to
“Terminated” and click "Save" you will be asked for the Termination
Date. This date will now show up in red on the policy screen. Click on this red
box during Policy Edit if you want to change it back to a different status.
Major
Enhancement – The “Flat % of premium” commission table now offers 2 types of
Premium Overhead Fees: "per payment" or "per term".
Major
Enhancement – Renew Policies (located at the top of the Carrier screen) has had
a major upgrade. When renewing a group of policies you now have the option to
assign a different Commission Table to the renewals without changing the
existing policy. Also if the existing policy was created as a “partial term”
meaning that you created a term less than 1 year and with less than 12 payments
(many reasons for doing this on the 1st term), you can force the
renewal to be 1 year with 12 payments per term; everything is adjusted for you
automatically. More examples of why/how to use will be published in our
newsletter and online help.
Major
Enhancement – Added an AutoFill Split Table button which can be used to
AutoFill the agent commission split table for an existing Policy. It will NOT overwrite
an existing agent commission split table.
Major
Enhancement – The “Scheduled” commission table type is now compatible with
Advanced Payments. If the Expected Commission is “Scheduled” to be $25 per
month and a policy is setup to receive a 10 month advance, the first payment
will be expecting a $250 commission.
Major
Enhancement – New fields were added to the Client screen: Client Date of Birth
(DOB), Cust ID, and State. In the future
these fields may appear in some of the reports. For now they only appear on the
Client screen for your reference. The DOB field also calculates the client age
for you. You can use the Cust ID field to store whatever you want.
Report
Enhancement – Added Agent Commission Earned report formats: Annual (by Client).
Agents see their earnings in an annual format with monthly and yearly totals,
sorted by Client.
Report
Enhancement – Added Agent Commission Earned report formats: Annual (by
Carrier). Agents see their earnings in an annual format with monthly and yearly
totals, sorted by Carrier.
Report
Enhancement – Added Agent Commission Earned report formats: Detail (by
Carrier). Agents see their earnings subtotaled by Carrier.
Report
Enhancement – Added Agent Commission Earned report formats: Detail (by Carrier
Premium). Agents see their earnings subtotaled by Carrier but do not see the
agency's earnings.
Report
Enhancement – Added Agent Commission Earned report formats: Detail (Hybrid).
Agents see their earnings as a percentage of the premium AND as a percentage of
the agency's earnings.
Report
Enhancement – Added Agent Commission Earned report formats: Detail (by Primary
Agent). Agents see their earnings subtotaled by the Primary Agent but do not
see the agency's earnings.
Report
Enhancement – The Agency Payments Received report can now be filtered by
Import/Reconcile session. This is a great way to remember exactly which
payments were reconciled or imported after the fact.
Report
Enhancement – The Agency Payments Received report can now be run on "All
Dates" for the date range filter. Use this option if you do not want to
specify a date range.
Report
Enhancement – Added a Policy Type filter to the Policies report.
Minor
Enhancement – Changed the name of the “Adjustment” button on the Policy screen
to “Partial/Chgback”. The name “Adjustment” was too
vague and is being used to post partial commission payments or chargebacks. So
this is a more descriptive name for this button.
Minor
Enhancement – In the File menu, “Import Policies” was renamed “Import Policies
SLX”. Do NOT run Import Policies SLX unless you had purchased this legacy
option. It will crash Commission Tracker.
Minor
Enhancement – When the Import Carrier Statement finishes successfully it now
closes the screen. This makes it more obvious that the import has finished and
a new one can be started by going back to the File menu.
Minor
Enhancement – Set the max # of policies for an Agent or Carrier folder to
2,000. If a folder contains more than 2,000 policies then the folder will turn
red and cannot be opened.
Minor Bug
Fix – Clients by Agent report was not showing the correct client count # for
each agent.
Minor Bug
Fix – When running the “Reverse Import Carrier Statement”, sometimes the user
would see extra “garbage” in the selection list. Now this list will only
display a list of Carrier Statement imports.
·
Report
Enhancement – Added “Origination Date” filter to the Agents Commission Earned
report.
Report
Enhancement – Added column for “# of Employees” to the Agency Payments Received
report (summary version). Only shows up when sorted by Client and the format is
Summary.
·
NEW REPORT -
Agent Commissions Earned report has a new format called “Detail (by Primary
Agent)”. This report sorts and totals an agent’s commissions by the Primary
Agent on the policy.
Minor Bug
Fix - Changed background colors for some fields on the adjustment screen. The
background color made these fields appear to be read-only, even though data
input was allowed.
Report
Enhancement - Added Policy Status to the filter options for the “Agent
Commissions Earned” report.
Report Enhancement
– The “Actual vs Expected Commissions” report can now search for either
commission or premium discrepancies.
Minor
Enhancement – Added the Actual Premium field to the Bonus/Override screen.
Minor Bug
Fix - “Renew Policies” on the Carrier screen was not resetting the "# of
payments paid in advance" back to 1 when renewing a policy.
Minor Bug
Fix – If the Commission Type column of the Agent Commission Split table was
left blank, the program didn’t know which Commission Type to use. Now it will
use “% of Commission” if the column is left blank.
Major
Enhancement – Added Agent Level feature to both the Tools and Agent screen. It
is used as a part of the new function that will look for "similar policies"
and copy the agent commission split table so you don't have to enter it every
time.
Major
Enhancement – Changed the Reconcile screen to show payments due up to 3 months
into the future.
Minor Bug
Fix – Carrier Statement Excel import was reporting an error sometimes if the
day of the month from the spreadsheet Billing Date did not match the day of the
month of policy’s Effective Date.
Minor Bug
Fix – Agent Commission Templates bonus %’s for secondary agents was sometimes
entered the same as the bonus % of the Primary Agent, even when they were
different.
Minor
Enhancement – On the Adjustment Screen the user can now edit the Expected
Commission field.
New Report –
A new format for the Agent Commission Earned report has been added – “Agent
Commissions by Carrier”. This format will sort and subtotal each agent’s
commissions by Carrier Name.
Minor Bug
Fix – Memory storage problem only affecting agencies with over 32,000 clients
was fixed.
Major
Enhancement – On the Carrier screen a new button has been added – “Renew
Policies”, next to the Reconcile Carrier Statement button. Use this button to
quickly renew all policies for a single carrier. When you click this button a
new screen will appear listing all policies about to be renewed and even allows
you to change the premium before renewing.
Major
Enhancement – When posting a payment to a policy using the “Receive Payment”
button, you now can select any Billing Date that has not yet been received.
This means payments can now be received out of order and you can easily see
which payments are still outstanding.
Enhancement
- A Progress Bar has been added to the Reconcile Carrier Statement screen,
showing the time left to load the outstanding payments.
Enhancement
- A Progress Bar has been added to one of the Book of Business reports, showing
the time left to load the report.
Minor Bug
Fix – When creating a new Agent Commission Template, the user was being blocked
from entering the percentages for the primary agent.
Minor Bug
Fix – A/R Aging report was not compatible when a policy was using Advance
Payments and the Commission Per Term features at the
same time. It was overestimating the outstanding commission amount for the
first payment.
Minor Bug
Fix – When posting payments using the Receive Payment button, the check date
was sometimes not being copied correctly from the Received Date.
Minor Bug
Fix – If more than 50 characters were entered in the Rep # field on the Agent
screen an error would cause a crash. This field is now limited to a maximum of
50 characters.
NEW REPORT –
Agency Payments Received (Annual Format) has been added to the list of Agency
reports. It is similar to the Agency Payments Received report but it shows 12
months of payments on one page.
NEW REPORT –
Agent Commissions Earned now has a new format: “Detail (Hybrid)”. Named
“Hybrid” because it is a combination of the “Detail (% of Commission)” and
“Detail (% of Premium)” reports.
NEW REPORT –
The Commissions by Carrier report shows the annualized commission received by
carrier for each month of the year. This new version can be run based on the
Commission Receive Date or the Commission Billing Date.
NEW REPORT –
The Commissions by Client report show the annualized commission received by
client for each month of the year. This new version can be filtered by Agent
Type and sorted by Client Name and Policy Type.
Minor Bug Fix
– Due to the enhancement in Version 7.00.16, the Import Carrier Statement
feature might try to post payments to invalid dates (i.e. February 31, 2012)
and crash. This has been fixed
Enhancement
– Added Help button to the Import Carrier Statement screen
Enhancement
– When posting payments using the Receive Payment button, the Check Date will
now automatically copy from the Receive Date
Minor Bug
Fix – Last week’s release of Version 7.00.17 introduced a minor bug to the
Adjustment button on the Policy screen. In some rare cases the adjustment was
not being calculated correctly for the agents. If you installed version
7.00.17, you should upgrade to 7.00.18 immediately.
Enhancement
– If a policy has received one or more payments, the Payment History button
will now turn red. There is no longer a need to open the Payment History just
to see if any payments have been received
Minor Bug
Fix – When creating a new Policy, setting the Origination Date would sometimes
cause the Effective and Renewal Dates to be set 1 year in the future. This has
been corrected
Minor Bug
Fix – When creating Carrier Commission Tables, entering anything other than a
number (i.e. letter or symbol) in the percentage field would sometimes cause CT
to crash. Now only numbers can be entered in the percentage field
Minor Bug
Fix – CT will no longer allow the user to change the Agent Commission Template
for a policy that has already received payments. The payments must be deleted
before clicking the “Change Template” button
Minor Bug
Fix – If payments have been received to a Policy, then the Effective Date of
that Policy cannot be changed until all commission payments are deleted. If
only bonus, overrides or adjustments have been received then the Effective Date
can still be changed
Enhancement
– If the Effective Date is changed for a Policy, the Agent Commission Split
Start Dates will automatically be updated for the first year and renewal year
(if applicable). If you have more than 2 splits defined you will need to
manually update the others Split Start Dates
Major Bug
Fix – If agents were being paid a % of Premium for Bonus/Override, and you use
the Bonus/Override button on the policy screen to post a bonus or override, the
agents were not being paid the correct bonus or override amount. This has been
fixed. If the bonus/overrides were posted from the Reconcile Carrier Statement
screen or Imported from Excel, the calculation was correct.
Minor Bug
Fix – The Payment History screen was allowing the Actual Premium and Commission
columns to be modified directly in the table. This should not be allowed
because the agents’ commissions have already calculated and posted by this
point. And changing these amounts on the Payment History screen after the fact
will cause the reports to appear wrong. This has been fixed. To change a the
premium or commission for a payment you must delete that payment (which removes
it from the agents’ account) and then re-enter it
Enhancement
– Changed the word CLEARED to PAID on the Reconcile Carrier Statement screen.
This should make it more obvious that you are marking those payments as paid
from the carrier. The word ‘cleared’ seemed to cause some confusion
Enhancement
– Added Help button to the Policy screen
Enhancement
– When creating a new Policy you now receive a warning if the # of
Payments/Term is greater than the # of months between the policy Effective Date
and Renewal Date. Also, based on the # of months between the policy Effective
Date and Renewal Date, it will now try to calculate the # of Payments/Term
automatically (i.e. for 6 month auto policies the 6 is entered for you based on
a 6 date range you created)
Minor Bug
Fix – There was no way to enter a chargeback for Agents who were being paid
using the Agent Commission Split Type of “dollars”. Now the Adjustment screen
will ask how much you want to charge back to the agents
Enhancement
– Added option to disable the Auto Receive feature. This new option is listed
at the bottom of the Options menu
Enhancement
– If the Agency –> Predict Commissions report is not allowed to terminate
properly, CT will now try to auto-repair the database the next time CT is
started
Major Bug
Fix – After using the Search feature to find a Policy and then changing the
agent commission split table an error would occasionally appear: “Not a Unique
Key” and then crash CT. This has been fixed
Enhancement
– The Import Carrier Statement feature has been improved. Now only the month
and year of the Billing Date is used to determine when to post the payment.
This means the day of the month of the Billing Date in the Excel spreadsheet no
longer has to match exactly the day of the month of the Policy Effective Date
Minor Bug
Fix – Sometimes when using the Duplicate Policy feature, the premium would be
incorrect in the new policy.
Major Upgrade to the Online Help. It now has more Searching options and a lot
of new content has been added… with more still to come
New feature
added to the Option menu. User can select whether or not to allow new policies
with $0 premium
Major Bug Fix
– CT was crashing occasionally when the database contains over 32,000 policies.
This has been resolved by not allowing any single folder to contain more than
1000 policies
Major Bug
Fix – Agent Payments Received report was not accurate when filtering the report
down to a single carrier
Minor Bug
Fix – On the policy screen occasionally the effective date was not being set
correctly after the user sets the origination date
NEW -
Reconcile Carrier Statement now includes many new options to make carrier
statement entry easier and faster than ever before
NEW - A new
Commission Schedule Type has been added. The new type called PPS (pay per
subscriber) is also sometimes known as PEPM (per employee per month). This new
type calculates the commission for a group policy based on the number of
members in the group
Reports have
been reorganized and several reports have been consolidated into a single
report, giving users more powerful options when creating reports
NEW REPORT –
Agency Payments Received - Very powerful report to show gross income or to
reconcile total carrier commissions received, etc…
NEW REPORT –
Polices - Perfect for creating a lists of policies by
client or by agent
Integrity
Check – The new Policies report has two options that every user should run.
These options allow the users to create a list of policies that have invalid
configurations. These invalid configurations can cause agents to not be paid
correctly
NEW - Three
new Book of Business reports have been added. These can be used to determine
the value of each agents “book”
UnRegister
was added to the Help menu. Users can now unregister Commission Tracker and
install it on a new computer without calling CT support
JoinGotoMeeting was added to the Help menu, allowing CT
support to quickly gain remote access to a user’s computer when requested
Bug Fix –
Many users have had to occasionally re-activate Commission Tracker for no
apparent reason. This has been resolved. However, the solution requires all
users to re-activate one more time with a new version 7 activation code.
Bug Fix -
When exporting reports to Excel, sometimes Excel would report an error when
reading the Excel file generated by CT
Bug Fix –
The Policy by Status report was sometimes reporting the same policy more than
once
Bug Fix –
The Details (commission table) button on the Policy screen would sometimes show
the wrong commission table
New option on
the policy screen to only pay agents one time, even if the agency receives
payments monthly
The Accounts
Receivable Aging report and Reconcile Carrier Statement screen are now
compatible with “partial payments”
The color of
the Terminated icon was changed from red to black so that it can stand out more
(Expired policies were also red making it confusing)
Help buttons
were added to many screen – connecting the user
directly to the appropriate section of the online help website
The View
menu has been renamed to Options and now allows the users to configure more
options than before
If two CT
users are sharing the same username on two different computers they will
receive a warning. Each CT user should have a unique username
A new field
on the Agent screen can be used to store an agent’s EIN or SSN. This field now
appears on the Agent Commissions Earned (Summary) report
Flat
Commission schedules (commission = % of premium) now have the option of
deducting an overhead fee ( commission = % of (premium
– overhead fee) )
Updated the
CT Database Repair program to be compatible with Windows 7
Improved the visibility of Notes (Agent,
Client, Carrier and Policy screen). If a note
exists the button will now turn red
NEW – AutoReceive payments feature. When initially loading CT
with existing policies that have already received several payments, CT will
offer to automatically post the past payments for you. This is useful during
the initial load of CT when you do not want to go back and enter several months
of past payments for your existing policies
Many
improvements were made to increase the speed of calculations. Most notable on
very large databases (10,000+ policies)
Too many
minor improvements to list…
Proxy
Settings were not being read correctly causing an error message to pop-up when
the program is opened stating that an internet connection could not be found.
Fixed a problem with Registration and Activation. Some computers were unable to activate.
The new
feature in Rev 03, created a problem with the Agent Commission Report (% of
Premium). The totals were still being calculated the old way.
NEW FEATURE - Added new column to Agent Commission Split
Table. Choose from 3 types of Agent Commission: 1) % of Comm 2) % of Prem 3)
Dollars
Added a new menu item under View to set the
default Agent Split Commission Type.
A new report format for the Commission by
Client report. This format
is designed to easily export to an Excel format.
The default
location for the database is now the Windows Documents folder. This change was
made to avoid issues with Windows Vista and Windows 7.
Fixed a bug in the new Advance Pay feature. It was ignoring the “Comm Per
Term” field on the policy screen.
Fixed a bug in the Import Carrier Statement
feature. It also was ignoring the “Comm Per Term” field on the policy screen. Now it uses it to
populate the Expected Commission column.
Import
Carrier Statement will now calculate correctly when using “Comm Per Term” and Advance Pay at the same time on a policy.
March 18,
2010 5.00.01 BETA - Release Notes
Now fully compatible with 32-bit and 64-bit
versions of Windows XP, Windows Vista and Windows 7.
NEW FEATURE - Commission Tracker now supports Pay Per Subscriber (aka Pay Per Member). This is a new type of
Carrier Commission Table which can be found on the Carrier Commission Table
screen. The # of clients is stored on the Client screen.
NEW FEATURE
– On the Policy screen there is a
new field: “# of Payments Paid In Advance”. Mostly used for Life
Insurance policies. For example, if you expect to get a 9-month advance
commission on a 1-year policy, you would set this field to 9. Then CT will
expect the first payment and then not expect another payment until 9 months
later, for a total of 4 payments. Upon renewal of the policy, this field is
automatically set back to one, which is the default and means that there are no
advance payments expected.
Agent
Commission Split table was
changed to make it more intuitive and easier to create new tables.
Agent
Commission Split table now changes WITH the Policy Term table, i.e. when you
select a different term for a policy at the top of the policy screen, the Agent
Commission Table displayed at the bottom of the screen will be the correct
split table for that term.
The Receive
Date and Check Date on the Reconcile Carrier Statement screen was always showing 4/12/2009 instead of today’s date.
When
entering Adjustments from the Policy screen, you are now allowed to enter your
own Billing Date, just in case you do not want to choose one from the drop down
list.
Improved the tab order in the Adjustment
Screen and the Receive Payment screen.
Commission
Tracker can now manage multiple databases, and each can have its own Company
Name. This feature is located in the FILE menu. However an activation code is
required for each database managed.
Changed the name of the POLICY view button to
SEARCH to make it less confusing.
September 1, 2009 4.51.29 - Release Notes
Happy Labor
Day – This release contains some major changes to the report engine. This means
updated and improved options for exporting and printing reports. Since version 5.0.0 is taking longer than
expected we are going to go ahead and release this version, which contains 50%
of the changes we were going to include in version 5.0.0. This release was beta
tested in the field for 2 months.
NEW report engine which means more exporting
options and stability.
ALL reports were re-written to be compatible
with the new report engine.
NEW – ALL DATE FIELDS use a brand new control
allowing you to use the arrow buttons on your keyboard to QUICKLY enter dates.
This new date calendar control is MUCH easier to use than the old one.
Improved Payment
History screen to include policy details.
Improved Payment
History to allow the deletion of payments that are NOT the last payment in the
list.
Improved Payment
History report so it has the same info as the Payment History screen.
Improved the
Carrier Statement Import process. You now
have the option to receive bonuses and overrides.
Fixed bug in Reverse Import - it was not deleting
all of the records so they were still hanging out there and going to be paid
even though the original Receive record had been deleted.
Fixed the
Accounts Receive Aging report. Due to bad
user data entry and other factors it would not always report every missed/late
payment. You will now get a complete 100% accurate report of every payment that
has not been paid to you by your Providers.
Fixed Commission Tables report which would
occasionally crash.
Fixed bug when setting options on some report
screens and then running the report. When you closed the report all the options
were locked up and could not be changed without exiting the program first.
Fixed an
installation error 429 that occurred after installing CT under 1 Windows user
account but then using CT under a different Windows user account.
Improved the
Agent Commission report – new filters to only display any combination of
Commission, Bonus and Overrides on the report. Also, a new “direct to
excel” export option and the ability to export the entire agent commission
database with no formatting or grouping, so that you can build your own report
from scratch.
NEW ability to
track more than 1 company in separate databases and easily move between the 2 different
databases/companies. This
feature requires additional licensing which must be purchased from us.
Improved Adjustment screens - added check date and
check # fields
Improved the Book of Business report – added the
Version 4 format back in as an option
Fixed a bug in the Import Policies process for SalesLogix - the Terminated policies would change back to
Expired status because Import Policies was setting all status back to Expired
without checking the current status first.
Fixed bug in the Agent Commission Split Table – it
was allowing users to click on an agent’s name and change the name to a
different agent EVEN though commissions may have already been paid using the
original split. This is a breach of integrity of the “virtual paper trail”. Now
you must delete the original agent which CT will not allow if commissions have
already been paid out.
March 17, 2009 4.51.22 - Release Notes
Happy St.
Patrick’s Day – This release contains some updates to the new Book of Business
report, continues to improve performance and fixes several minor issues. This
should be one of the last version 4.51 releases, as version 5.0.0 is nearing
completion. Therefore, this release is considered the most stable to date.
Now
remembers the last Login Name used, so you don’t have it type it in every time
you logon.
Actual vs.
Expect Report 1) page break on
Carrier 2) New filter to only show payments with discrepancies
Agent
Commission Splits Report Added
filter to ignore bonus / overrides percentages
Agent Commission
Report (Detail) Show Agent
and Agency totals at the top
Book of
Business Report – 1) Added
new option to "Show Summary - sort by subtotals descending" 2) Now
includes bonuses and overrides
Import
Carrier Statement 1)
Automatically sets the "import name" to the excel filename 2)
Automatically sets the start and end rows
When
creating a new policy, Origination Date will automatically be set to Term
Effective Date
Now gives a warning
if other users on your network have installed a newer version of CT than you!
New feature in Tools menu to “Repair
Database”. This should
run about once per month. It is better then the old
Repair Database utility which will be phased out.
New feature
in Tools menu to “Clear Event Log” in case it is getting too big over
time
New option in Tools menu to turn off “Auto
Refresh” of the database. By turning
off the “Auto Refresh” you will improve performance but your screen will not be
updated when other users on your network make changes to the database
After
downloading an update, CT now asks to close itself before the update can be
installed
Networks
that use Proxy Configurations are now supported
Fixed issue
with adding a new user
Fixed issue
with viewing a user’s security level
Added scroll
bars to the Release Notes box in Check for Updates
Fixed issue
on Registration screen not accepting some email addresses
Added
feature to Help menu to load the Getting Started Manual
New installations
now open the in Window mode “normal” instead of “maximized”
Even faster
initial load times than 4.51.18!
March 1, 2009 4.51.20 - Release Notes
Limited public release to resolve Book of
Business, Carrier Statement Import and Internet Proxy setting problems.
February 10, 2009 4.51.18 - Release Notes
Happy
Valentine’s Day – This release contains some VERY powerful new reports, as well
as, enhancements to reports that have been around for years. Keep your
suggestions coming! All reports were built based upon your comments.
Much faster
load times! Using a new cache system you should experience much faster load
times when opening CT the 2nd and 3rd times during the
day.
NEW REPORT! “Book of Business” report – Calculate how
much revenue an Agent is generating for the agency and other agents
NEW REPORT! “Policies” report – Very powerful and
flexible - search by Origination Date, Effective Date, Renewal Date, Status and
Primary Agent (selecting this option will group the report by Primary Agent)
ENHANCED
REPORT! Agent Commission Split Report.
New options and filters to give you all the reports you need regarding Agent
Commission Splits, including Not Equal To 100%, Grouped by Primary Agent and
Grouped by Client
ENHANCED
REPORT! Added option to show Policies in
the Carrier List Report
ENHANCED
REPORT! Added carrier name to Policy
Renewal Report
ENHANCED
REPORT! Added option to Clients by Agent
report to group by Agent or by Primary Agent
ENHANCED
REPORT! Added grand total to bottom of
Commissions by Client Summary
Carrier
Statement Import example file now included in the install. Locate:
US Health & Life Sample.xls in your c:\Program
Files\CommissionTracker folder. This file is compatible with the original Demo
database but is also a good reference of the type of Excel file Commission
Tracker can import.
Made it more obvious that the Policy View is
for Searching Only. It does not
list ALL policies
Improved
notification of a newer version being available
Fixed issue
with CRM import not marking imported Agents as "In" or
"Out" of house
Fixed error
in Add New Client and Add New Agent when not selecting a Client Type / Agent
Type or Location
January 13, 2009 4.51.16 - Release Notes
Fixed the
crash problem “Run-time error ‘35602’ Key is not unique in collection” This
usually occurred when entering the first Agent in the split table for a NEW
policy. This bug was introduced by version 4.0.0
January 7, 2009 4.51.14 - Release Notes
Fixed a problem with creating a new user name
and trying to use it for the first time.
This bug was introduced by 4.51.12
Check For Updates now compares all the way down to the Revision #.
This means better reporting of when a new version is available.
Can download
latest version of CT directly from the Check For
Updates screen.
Checks for
updates when CT is started
Trial
Version users are now allowed to check and download updates
December 25, 2008 4.51.04 - Release Notes
Merry
Christmas!
Better Date
validation when creating a new Comm Start Date for an Agent Comm Split Table
Improved the Explorer tree sync when
modifying a policy. This was
causing run-time errors for some users
December 17, 2008 4.51.03 – Release Notes
Fixed a bug when creating a Comment for a
Policy it would copy that comment to every new policy created there after.
Critical bug
fixed – was allowing agents to be deleted even though they still had policies
assigned to them.
December 9, 2008 4.51.00 – Release Notes
Require minimum
screen resolution of 1024 x 768. The CT screen gets cut off in 800 x 600 resolution near the bottom
October 10, 2008 4.00.47 – Release Notes
The Term
Renewal Date now auto updates to be 1 year after the Effective Date on the
Policy screen when entering a new policy (or editing).
Critical bug
fixed – sometimes Payment History would not show all the payments or not all of
the columns.
Carrier
Reconcile screen can now be sorted by Billing Date in addition to Policy # and
Client name.
Menu fix –
View -> Policy was not doing anything
All Reports
now open Full Screen, so you can see the entire report without scrolling
horizontally.
October 9, 2008 4.00.45 – Release Notes
Critical bug
fixed – using Receive Payment button on policy screen – Expected Commission was
not being saved properly and showed up in Payment History incorrectly. This was
ONLY a problem when the “Comm Per Term” option was
being used to estimate the carrier commission and Receive Payment was being
used instead of Reconcile Carrier.
September 25, 2008 4.00.43 – Release Notes
Sort the
Template lists by Template name on the policy screen (agent split) and in the
Edit Agent Comm Templates
Critical bug
fixed – Now uses the Bonus / Override percentages instead of the standard Commission
percentage when paying Agents. This was ONLY a problem if carrier commissions
were entered through the Reconcile screen.
September 25, 2008 4.00.41 – Release Notes
Added filter
by Primary Agent to Agent Comm report.
Now you can see how valuable a single agent is to the rest of the
company.
August 17, 2008 4.00.39 – Release Notes
New Report!
Commission by # of Employees
July 01, 2008 4.00.37 – Release Notes
Fixed bug in
report: Policies by Agent (made it 4.0 compatible)
Updated the Revenue
by Check # report to show totals
June 13, 2008 4.00.35 – Release Notes
Enhanced the
Aging Report (now called the Accounts Receivable report)
1) Added the
Carrier Name column
2) Added
Filter by Client and by Primary Agent
3) Added Filter
to only show policies with Payments more than 90 days old