Troubleshooting · 5 min read
Producer payout says review or excludes policies
Resolve unassigned policies, missing splits, negative payments, and conflicting rules.
On this page
Read the review reason
Common review labels include Unassigned policy, No split effective on selected date, Overlapping split rules, Invalid producer split, and Negative payment — manual review required.
Flagged policies are excluded from the producer compensation and agency retained totals in the preview. Their carrier-paid amounts may still appear in the carrier-paid total.
Correct the setup
For an unassigned policy, open Producers → Assign policies to producers and enter the policy reference. For a missing split, open Manage commission splits and create a rule covering the selected Commission date.
Close overlapping rules and enter a valid percentage between 0 and 100. Negative payments require manual review; do not force them into an ordinary positive payout.
Recalculate and review
Return to Policy-level producer payout preview, select the saved reconciliation and commission date, and calculate again. Only resolved nonnegative policies can be saved into a pending batch.