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Understanding The "My Policies" Section

Why Your Recently Sold Policies May Take Time to Appear

Policies may not appear in the "My Policies" section immediately after they are sold due to the timing of commission payments. Here’s what you need to know:

Understanding Policy Visibility in "My Policies"

  1. Timing of Updates: Policies will typically show up in the "My Policies" section only after commissions are paid. This process usually takes about 45 days after the end of the month in which the policy was written.

  2. Commission Payment Schedule: Commission payments are generally disbursed on or around the 15th of each month. Therefore, if a policy was effective on a date close to the commission payment date, it may not be reflected in "My Policies" until the next payment cycle.

  3. Accessing Policy Details: If you need to manage or service your policies, you can do so directly through the carrier's portal. You will need to know which carrier the policy is with to access their specific platform.

  4. Example Scenario: For instance, if a policy became effective on October 23, you would likely see the commission for that policy reflected in the December 15 payment.

Conclusion

If you do not see your sold policy in the "My Policies" section, it is likely due to the normal processing time for commission payments. Ensure you check back after the commission cycle, or access the carrier's portal for immediate servicing needs.