A sub-agent's Assigned Splits tab shows every commission split currently in force for them, across all of their cases. The Schedules tab holds split templates; this tab shows the splits actually assigned. From here you can terminate a split, update its terms, replace the sub-agent on it, or remove it entirely, one at a time or in bulk.
Prefer to watch? See the Managing a Sub-Agent's Assigned Splits video.
There are four bulk actions available from a sub-agent's Assigned Splits tab:
| Action | Use it to |
|---|---|
| Terminate | End a split on a given date, with no replacement |
| Update Split | Change a split's commission rate, split cap or Applied For window from a given date forward |
| Replace Sub-Agent | Move a split to a different sub-agent, with an option to carry over any Auto-Apply rule |
| Remove | End a split immediately (as of yesterday), with no replacement |
Terminate a split
- On the sub-agent's Assigned Splits tab, select the split (or splits) you want to end.
- Click Bulk Actions, then Terminate.
- Terminate sets the split's termination date. Commissions dated on or before it are untouched. The Termination Date field defaults to the end of the current month; change it if you need a different date.
- Click Terminate.
The split keeps its row and stays Current until the termination date arrives, then moves to Past.
Update a split's terms
Use Update Split when a sub-agent's rate or cap on a case changes without a new sub-agent taking over.
- Select the split and choose Update Split from Bulk Actions.
- Leave every field blank to just move the split's end date. Fill one in, such as Commission Split, Split Cap or Applied For, and the change takes effect the day after the Switch Date.
- Click Update Split.
The original split ends on the switch date, and a new split with the updated terms picks up the next day, on the same case.
Replace the sub-agent on a split
Use Replace Sub-Agent when the sub-agent currently assigned to a case is leaving and someone else is taking over.
- Select the split and choose Replace Sub-Agent from Bulk Actions.
- Each split ends on the switch date and is recreated for the replacement the next day, on the same case.
- Search for the new sub-agent under Replacement Sub-Agent.
- If the departing sub-agent has an Auto-Apply rule still running, the window shows two checkboxes (see What is an Auto-Apply rule? below). Both are checked to start:
- End them on the switch date, so the next commission import doesn't put the departing sub-agent back on these cases.
- Copy them to the replacement, starting the next day, so the replacement's split is applied automatically on future imports instead.
- Click Replace Sub-Agent.
The confirmation links directly to the replacement sub-agent's own Assigned Splits tab, since their new split lives on a record you're not currently viewing.
Remove a split entirely
Use Remove when a sub-agent should no longer be assigned to a case at all, with no replacement.
- Select the split and choose Remove from Bulk Actions.
- Remove ends the split yesterday. Nothing is deleted: the split stays on the case, marked Past, and any commissions already paid are untouched.
- Click Remove.
Common questions
What is an Auto-Apply rule? An Auto-Apply rule is a split schedule on the sub-agent's Schedules tab with Auto-Apply Split checked. When you import a commission statement, NextAgency adds that sub-agent's split to any case whose commission lines name the sub-agent (by name, and by NPN if you include one). Each rule has an Effective Date and an optional End Date.
Can I act on more than one split at a time? Yes. Select as many rows as you need before opening Bulk Actions; all four operations accept multiple splits in one pass.
What happens to commissions already paid when I terminate or remove a split? They're untouched. These actions only change a split's end date (or stamp one); they never delete commission history.
Does Replace Sub-Agent affect Auto-Apply rules automatically? No. The departing sub-agent's Auto-Apply rule keeps running unless you check End them on the switch date. Left alone, the next commission import would put the departing sub-agent back on these cases.
What's the difference between Update Split and Replace Sub-Agent? Update Split changes a split's terms but keeps the same sub-agent. Replace Sub-Agent keeps the terms (unless you also fill in overrides) but moves the split to a different sub-agent.
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