Why Did My Renewal Commission Change?
Where: Analytics → Schedule
If a figure on your renewals schedule is not what you expected, the schedule will usually tell you why. Hover the cell.
Read the Tooltip
Any month whose figure was changed by a commission rule carries a short explanation on hover, and is marked with a dotted underline. Months on the ordinary CMS rate have no tooltip, so the annotated cells are the ones worth looking at.
Your rule: no renewals from Jun 2026 — Adair, MOThat sentence has four parts, and each one matters.
Part | Means |
|---|---|
Your rule | You set this. Find it in Settings → Commissions → Medicare Advantage / Part D |
Your agency's rule | Your agency set it. It applies to their agents, and you cannot change it yourself |
no renewals from Jun 2026 | What changed, and the month it took effect |
Adair, MO | How narrowly it is scoped — one county, a whole state, the plan, or every plan from that carrier |
The Usual Explanations
Your rule / Your agency's rule. Someone recorded a carrier change. Check the date and the scope. If the scope is narrower than you expected — one county rather than the whole plan — that is often the surprise: the rest of your book is unaffected and your total moved less than you thought.
*Renewals on this policy begin Month Year.* The leading zeroes. MAPD and PDP renewals start the January after the policy year, so a recently written policy shows nothing yet.
*Replaced by a newer policy from Month Year.* The client moved to a different plan, and the commission follows the new policy.
This carrier pays the year in a January lump sum. Some carriers pay the full annual amount in January rather than monthly. The other eleven months are zero on purpose and the yearly total is the same.
Policy Terminated. The policy ended.
A Whole Plan Dropped and It Was Not You
Most likely your agency set a rule, and the tooltip will say so. Agency rules apply to every agent beneath the agency and can be scoped to a single county, so it is normal for one plan in one area to change while everything else stays put.
If the tooltip says your rule and you do not remember setting it, open Settings → Commissions → Medicare Advantage / Part D and find the plan. Every rule is listed against it with its date and scope, and the note field usually records why. Remove it with the X and the schedule returns to the MedicarePro default.
No Tooltip, and the Number Still Looks Wrong
Then no rule is involved, and it is the CMS rate doing something expected — a rate change at the turn of the year, a state band (Connecticut, Pennsylvania, DC, California, New Jersey, Puerto Rico and the US Virgin Islands pay different amounts), or the policy's written-as reason.
Send it to support with the client name and the plan, and we will trace it.