Overview
When a group case has employees linked to it, NextAgency can automatically cascade commission splits from the group level down to each member record — called split inheritance. Set splits once at the group level; the system propagates them to every linked employee.
How Inheritance Works
- Configure a commission split on a group case and check 'Enable Employees to Inherit Group Splits.'
- NextAgency automatically applies the same allocation rules to all employees and dependents linked to the case.
- When a commission is imported for any group member, the inherited split rules apply using the same rate type, filters, and cap settings as the parent.
Note: Inheritance is processed in the background. Changes to a parent split may take a moment to propagate.
When to Use Inheritance
- Your sub-agent arrangement applies equally to all members of a group.
- You want to manage compensation from one record rather than updating hundreds of employee-level splits individually.
When Not to Use Inheritance
- A specific employee has a different sub-agent or rate than the rest of the group.
- An individual member has a unique arrangement — separate broker, different product, etc.
Breaking Inheritance for a Specific Record
- Open the commission splits for that employee's record.
- Find the inherited split and select Unlink from Inheritance.
- The record now has a standalone split, independent of the group.
- Configure the new split period with the correct terms for that individual.
Unlinking affects only the record you edit — all other employees continue to inherit from the group.
Re-Linking to the Parent
To reconnect a record after unlinking, delete the standalone split and re-enable inheritance. The background worker will re-propagate the parent configuration.