Troubleshooting · 4 min read
Missing commission rate or incorrect effective date
Resolve missing carrier schedules and overlapping rate periods.
On this page
Common causes
The carrier in the premium spreadsheet may not match a saved carrier, or no commission schedule may cover the policy effective_date. A schedule may also be closed too early or have overlapping dates.
The calculator requires policy,carrier,premium,effective_date columns and uses the applicable rate for each policy date.
Fix the schedule
Open Carriers → Manage commission schedules. Confirm the carrier name, Commission rate (%), Effective from, and Effective to. Close an old schedule on its final applicable date before creating a new period.
Correct policy effective dates in the source file when they are wrong, then recalculate.
Verify the result
Compare the displayed rate and expected commission against the actual carrier contract. The calculator uses premium multiplied by the configured percentage and does not model every contract exception.