Appointments

The Appointments page within Agent Details is used to manage Issuer appointments for an Agent or Organization. Appointments act as a crosswalk between Issuer‑specific identifiers and a single Comissio Agent ID and are critical for accurate policy imports and commission calculation.

Appointment List page:

Purpose of Appointments

Issuers often assign their own Writing Agent ID to identify an Agent. Because the same Agent may have different identifiers across multiple Issuers, Appointments allow Comissio to:

• Associate Issuer‑specific Writing Agent IDs to one Comissio Agent or Organization
• Convert policies from multiple Issuers into a single Comissio Agent ID
• Ensure commissions are calculated under the correct Agent hierarchy

Without Appointments, imported policies may not match correctly to Agents, which can prevent commissions from being calculated as expected.

Creating Appointments

Appointments may be created in two ways:

• Manually from the Appointments page within Agent Details
• Automatically through imports

Each appointment record links an Issuer and Writing Agent ID to the Agent or Organization.

Appointment Grid

The Appointments page displays a grid of existing appointments for the Agent or Organization, including:

• Writing Agent ID
• Issuer
• Status
• Submitted Date
• Effective Date
• Expiration Date
• Forfeit Commission indicator

Each appointment row can be expanded to view or edit appointment details.

Appointment Details

When creating or editing an appointment, the following information is maintained:

• Issuer: The Issuer associated with the appointment.
• Products: Optional restriction to specific Product Types.
• Writing Agent ID: Required identifier used by the Issuer.
• Status: Indicates whether the appointment is Active or Terminated.
• Submitted Date: The date the appointment was submitted.
• Effective Date: The date the appointment becomes effective.
• Expiration Date: Optional date when the appointment expires.
• Notes: Optional internal notes for reference.

Appointment page details

Appointment Status

• Active: Indicates the Agent is currently appointed with the Issuer.
• Terminated: Indicates the appointment is no longer active.

The appointment status does not directly affect whether commissions are eligible to be calculated for policies associated with that Issuer, only when the Forfeit Commission is checked.

Forfeit Commission Option

The Forfeit Commission option is available on the Appointment detail page and applies only when the appointment status is Terminated.

• When Forfeit Commission is checked:
  • An Adjustment is created during commission cycles
  • Commissions for the associated Issuer are withheld for the Agent or Organization

This feature allows Agencies to explicitly forfeit commissions for specific Issuers after an appointment has ended.

For additional details, see the section on Forfeit Commission behavior.

Appointment page details – with Forfeit Commission outlined:

Key Considerations

• Appointments are essential for accurate imports and commission calculation.
• Each Issuer appointment should reflect the correct Writing Agent ID provided by the Issuer.
• Terminating an appointment does not automatically withhold commissions unless Forfeit Commission is selected.
• Appointments created through imports follow the same rules and behaviors as manually created appointments.

When finished managing appointments, select Update to apply changes to the Agent or Organization record.